Certified Financial Planner

Join to apply for the Certified Financial Planner role at Peak Financial Planning
.

What You WON'T Do:

• Chase prospects or cold call
• Worry about where your next client is coming from
• Compromise plan quality to hit sales targets
• Work with clients outside your expertise

What You WILL Do:

• 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

You’ll be the primary relationship owner for Peak Financial Planning clients, delivering retirement‑focused financial plans using our proven frameworks. You’ll work closely with our financial planning team, guide clients through complex retirement decisions, and help them transition from one‑time planning to ongoing wealth management relationships.

Translation: You’ll do real financial planning work. Deep, rigorous, high‑quality work. Not sales theater.

• 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

• Prior advisor experience (we’ll train you on everything)
• Income Lab knowledge (we’ll teach you)
• A book of business (seriously, we provide the clients)

Compensation: $110,000 - $150,000 in year 1

• 401(k) with 3% company match
• Group health insurance
• Fully remote (work from anywhere)
• Structured training program
• 10 client meetings per month (all from our lead generation)

Team: Join 8 professionals in a growing, specialized firm.

We’re not your typical RIA. We’re a financial planning FIRST firm that charges a flat fee for comprehensive planning with an optional AUM relationship. We ONLY work with retirees, which means you’ll develop deep expertise instead of being a generalist.

We believe in challenging conventional retirement wisdom, using guardrails‑based strategies, and helping clients navigate the most critical financial decade of their lives.

Founded in January 2022, we’ve more than doubled every single year.

• Team: 8 professionals (and growing)
• 2025 Performance: 95 comprehensive plans sold | $85 M AUM | $50 M new AUM in first 6 months alone
• 2026 Targets: 400 plans | $400 M in new AUM

We have the systems, the lead generation, and the momentum. Now we need the right advisor who wants to be part of a high‑growth, startup‑energy business that’s scaling fast while maintaining planning quality.

This isn’t a legacy firm coasting on old relationships. This is a rocket ship, and we’re looking for someone who gets excited about building something special.

Ready to Actually Use Your CFP®?

If you’re a CFP® professional who’s tired of the sales game and wants to focus on creating exceptional retirement plans for clients who actually need your expertise, let’s talk.

Apply: [Insert application link/email]

Questions? [Insert contact method]

Peak Financial Planning is an independent RIA specializing in retirement planning for clients within 10 years of retirement. We provide the clients, the systems, and the training. You provide the expertise and the desire to do great work.

Referrals increase your chances of interviewing at Peak Financial Planning by 2x.

• Entry level

• Full‑time