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Financial Planner

Peak Retirement Planning, Inc.
Columbus, Ohio
Closing date
Jun 18, 2024

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Job Role
Financial Planner
Employment Type
Temp to Full Time
Experience Level
CFP® Certification

Job Details

This job is for some looking to grow into a financial planner.

Minimum Requirements:  

*No specific experience, training, or licensing is needed. We will train and grow with you. We have an in-depth training program*

• Serious about a career in Financial Planning

• Desire to obtain long-term employment

• Reliable with exceptional work ethic

• Strong organizational skills, detail-oriented, proactive and resourceful

• Ability to prioritize projects and manage time

• Strong follow-through

• Good-natured, positive attitude, and optimistic

• Professional

Main Responsibilities For a Para Planner and/or Aspiring Financial Planner: 

• Preparation of Financial Plans, Tax Reports, and presentations for client meetings

• Assist and attend client meetings

• Assisting the lead advisor, as needed, on miscellaneous tasks

• Establish and maintain detailed client files

• Prepare client correspondence including letters and email correspondence

• Compare existing solutions to those currently available in the marketplace

• Fulfill routine client service requests

• Receive training to become a financial planner, if desired


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