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Associate Financial Planner: Retirement Planning; Fully Remote
Remote / Online - Candidates ideally in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-10-07
Houston, Harris County, Texas, 77246, USA
Listing for:
Peak Financial Planning
Remote/Work from Home
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
- We are a fee-only RIA focused on retirement income planning.
- We don't sell products or earn commissions; we get paid for advice.
- Our planning team builds analysis so advisors are fully prepared in 15 minutes.
What You'll Be Doing:
- Enter and organize client data in Income Lab, Holistiplan, and Hub Spot.
- Run retirement projections, tax scenarios, and Roth conversion comparisons.
- Prepare materials and flag inconsistencies for advisor meetings.
What You Get in Return:
- Daily team calls and training with experienced planners.
- The chance to contribute to real retirement plans from day one.
- A clear, documented path to Financial Planner within 12-18 months.
Peak Financial Planning is a fee-only RIA focused on retirement income planning, delivering $8,000 four-month engagements covering Social Security, tax-aware withdrawals, and Roth conversions. The firm is a small, remote-first team with a structured training system and a clear promotion path to Financial Planner.
Position Requirements
10+ Years
work experience
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