Note: The job is a remote job and is open to candidates in USA. Peak Financial Planning is an independent RIA specializing in retirement planning for clients within 10 years of retirement. They are seeking a CFP® professional to deliver comprehensive retirement plans and guide clients through complex retirement decisions, focusing on high-quality financial planning rather than sales.
Responsibilities
- Deliver 10+ comprehensive retirement plans per month (we provide all the clients)
- Dive deep into Social Security optimization, tax-efficient withdrawal strategies, and pre-Medicare coverage
- Become an expert in the 'Retirement Risk Zone' (10 years before/after retirement)
- Follow proven systems and processes that actually work
- Focus on being an educator first, advisor second
Skills
- CFP® certification (this is non-negotiable)
- A genuine passion for retirement income planning and tax strategy
- Love of systems, processes, and doing things the right way
- Philosophy that investments should support the plan, not the other way around
Benefits
- 401(k) with 3% company match
- Group health insurance
- Fully remote (work from anywhere)
- Structured training program
Company Overview
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