Wealth Advisor
Listed on 2026-08-20
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Wealth Advisor:
Retirement Planning & Wealth Management
Most financial advisor roles make prospecting the job and planning the support act. You are expected to build a book, hunt for assets, and squeeze client work around the pressure to bring in the next household.
We built the opposite of that.
Peak Financial Planning is hiring Wealth Advisors for long-term, client-facing roles centered on retirement income planning and ongoing wealth management. You will lead client meetings, turn complex planning into clear decisions, and deepen relationships with households that already came to Peak for help. No cold calling. No personal book requirement. No expectation that you spend your day originating new business.
This is not a sales role wearing an advisor title. It is a fiduciary relationship-management role for someone who wants to get unusually good at helping people make the transition from accumulating wealth to using it confidently in retirement.
What makes what we do rare from the start
Peak specializes in retirement income planning for pre-retirees and retirees. Our clients come to us for an integrated four-meeting planning process covering retirement readiness, spending capacity, Social Security, tax-efficient withdrawals, Roth conversions, healthcare, and portfolio risk alignment.
The firm generates demand through educational content and a You Tube channel with more than 70,000 subscribers. We book roughly 100 qualified prospect consultations per month without asking advisors to cold-call or build their own pipeline. That lets Wealth Advisors spend their time doing the work clients hired us to do: leading planning conversations, making recommendations, coordinating implementation, and managing relationships over time.
The questions are real and consequential. Can this family retire now? What can they safely spend? Which accounts should fund their lifestyle first? How should Roth conversions, Social Security, ACA subsidies, IRMAA, RMDs, and portfolio risk fit together? Your job is to help clients understand those tradeoffs and act on them.
What you'll be doing
Plan Proposal, Cash Flow & Taxes, Investments 1, and Investments 2.
Who this is for
You have already sat across from clients and helped them make real financial decisions. You can explain a technical strategy without hiding behind jargon, and you know that strong advice requires both analytical judgment and the ability to earn trust.
You want a long-term advisory seat focused on serving and deepening client relationships inside an established fee-only firm. You are not looking for a role centered on prospecting, selling products, or moving an existing book of business. You want to become exceptional at retirement income planning and ongoing wealth management.
You are comfortable telling a client the truth, slowing down when the facts are incomplete, and taking ownership through implementation rather than treating the meeting as the finish line.
Requirements
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