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Elite Financial Planner — Fast-Growth Firm CFP Path

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Peak Retirement Planning, Inc.
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 200000 USD Yearly USD 200000.00 YEAR
Job Description & How to Apply Below
Position: Elite Financial Planner — Fast-Growth Firm with CFP Path & Profit Sharing

Peak Retirement Planning, Inc. is a fast-growing Columbus-based financial planning firm seeking an advisor who can build client plans, serve clients, and coach advisors. The role emphasizes high performance, client service, and a white-glove approach, with no prospecting or back-office work required.

We offer industry-leading training, a clear career path to $200k+ earnings, and profit sharing as the firm grows. Licensing goals include Series 65, Life & Health, CFP pursuit, and CKA credential.

This is an excellent opportunity to take on the Elite Financial Planner — Fast-Growth Firm with CFP Path & Profit Sharing role at Peak Retirement Planning, Inc.

The Elite Financial Planner — Fast-Growth Firm with CFP Path & Profit Sharing position in the Finance, Sales field is open for applications.

We have an opening for a Elite Financial Planner — Fast-Growth Firm with CFP Path & Profit Sharing in Columbus, OH, United States within Finance, Sales.

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