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Paraplanner
Job
Peak Retirement Planning, Inc.
Columbus, OH (In Person)
$52,500 Salary, Full-Time
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Job Description
Paraplanner Peak Retirement Planning, Inc. - 5.0 Columbus, OH Job Details Full-time $45,000 - $60,000 a year 1 day ago Benefits Paid training Health savings account 401(k) Paid time off Parental leave Professional development assistance Qualifications No experience needed Full Job Description We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone. At Peak, we integrate Christian and conservative values and biblical principles in everything we do. What We Look For A+ Player Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed. Hates working with B and C players . Does not need to be told twice what to do. Foxhole Team Member Has a servant's heart and a purpose bigger than themselves. Will help a team member fix a flat on the side of the road at 6am. Goes above and beyond to provide a "White Glove Service" to our clients. Rocketship Mentality Excited to join a fast growing startup with extreme upside. Growth Mindset in all areas of life - professionally, personally, physically, and spiritually. "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job). Main Responsibilities No Experience Needed The ability to earn your Series 65 and Life & Health license CFP® candidate or actively pursuing CFP® certification Interest in obtaining the CKA® Credential Prepare financial plans, tax reports, and meeting presentations for advisors Attend client meetings and provide real-time support to advisors Handle miscellaneous tasks as assigned to support advisor productivity Receive extensive mentorship and training to develop into a financial planner Focus exclusively on service, not sales