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

  • Client-first attitude with a servant-hearted approach to sales
  • Exceptional interpersonal skills and charisma
  • Proven ability to acquire new clients
  • Interest in educational community engagement
  • Willingness to attain Series 65 and Life and Health licenses
  • Status as a CFP® candidate or actively pursuing certification
  • Desire to obtain the CKA® Credential

Responsibilities

  • Build relationships with potential clients
  • Conduct educational workshops in the community
  • Develop and implement client acquisition strategies
  • Support clients through personalized service
  • Reach professional development goals in certifications

Benefits

  • Opportunities for professional certification
  • Community engagement initiatives
  • Supportive team environment
  • Continued education in financial planning
  • Potential for career advancement within the firm
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

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Peak Retirement Planning, Inc.

  • Talent Acquisition Lead
    $80K — $95K *
    Columbus, OH 43230 (Franklin County)
    2 days ago
    Staffing
    In-Person
  • HR Lead
    $80K — $95K *
    Columbus, OH 43230 (Franklin County)
    2 days ago
    Business Services
    In-Person
  • Director of Finance
    $110K — $130K *
    Columbus, OH 43230 (Franklin County)
    5 days ago
    Finance & Insurance
    In-Person
  • Chief of Staff
    $100K — $120K *
    Columbus, OH 43230 (Franklin County)
    5 days ago
    Business Services
    In-Person

More Finance & Insurance Jobs

Find similar Lead Financial Planner jobs:

NationwideColumbus, OH