Lead Financial Planner

Peak Retirement Planning, Inc.

• $80K — $95K *
Columbus, OH 43230In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in financial services or a related field
  • Proven sales ability with a focus on client satisfaction
  • Excellent interpersonal skills and charisma for building connections
  • Commitment to continuous education and professional development
  • Actively pursuing or intending to achieve CFP® and CKA® credentials

Responsibilities

  • Build lasting relationships with new clients through a consultative approach
  • Conduct presentations at community workshops to educate potential clients
  • Develop tailored financial strategies for clients based on their needs
  • Foster a client-first culture within the firm
  • Collaborate with team members to enhance service delivery

Benefits

  • Professional development opportunities with support for certifications
  • Community engagement through workshops and events
  • Collaborative team environment
  • Access to ongoing training and resources
Full Job Description
Main Requirements:
  • Client-first approach to sales with a servant-hearted confidence
  • Strong people skills, charisma, and the ability to connect with prospects/clients
  • Bring on new clients to the firm
  • Present at educational workshops in the community
  • Attain Series 65 and Life and Health
  • CFP® candidate or actively pursuing CFP® certification
  • Interest in obtaining the CKA® Credential
* Ladders Estimates

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