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Open nowPosted 26 hours ago

Financial Planner - New College Graduate 2027

Peak Retirement Planning, Inc.43 open roles

Pay
$80,000 a year
Where
Columbus, Ohio, United States
Work mode
On site
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Your applicationOpen nowFinancial Planner - New College Graduate 2027Peak Retirement Planning, Inc. · Columbus, Ohio, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Peak Retirement Planning, Inc.'s own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

8.0% of postings close within 7 days. Measured by our own scanner across the market. Peak Retirement Planning, Inc. postings stay open a median of 23 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.5%3 days
  3. 8.0%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 26 hours ago

Peak Retirement Planning, Inc. median: 23 days open

The posting

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone.

What We Look For

  • A+ Player Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed. Dislikes working with B and C players. Does not need to be told twice what to do.
  • Foxhole Team Member Has a servant's heart and a purpose bigger than themselves. Will help a team member fix a flat on the side of the road at 6am. Goes above and beyond to provide a "White Glove Service" to our clients.
  • Rocketship Mentality Excited to join a fast-growing startup with extreme upside. Growth Mindset in all areas of life - professionally, personally, physically, and spiritually. "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).

Main Responsibilities:

  • No Experience Needed – We offer one of the best advisor training programs in the country
  • Attain Series 65 and Life & Health licenses
  • Actively pursuing CFP® certification
  • Opportunity to obtain the CKA® Credential
  • Fast track to become a client facing financial advisor
  • Receive extensive mentorship and training to develop into a financial planner
  • No prospecting required, as we have more leads coming to us than we can bring on at this point
  • Opportunity to get to $100k+ compensation within one year with the opportunities we have
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    The review screen in CV Rocket: how each CV was read, round by round.

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    An application in CV Rocket: every answer filled in on the employer's form.

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