Job Description
Note:
The job is a remote job and is open to candidates in USA. Peak Financial Planning is an independent RIA specializing in retirement planning for clients within 10 years of retirement. They are seeking a CFP® professional to deliver comprehensive retirement plans and guide clients through complex retirement decisions, focusing on high-quality financial planning rather than sales. Responsibilities Deliver 10+ comprehensive retirement plans per month (we provide all the clients) Dive deep into Social Security optimization, tax-efficient withdrawal strategies, and pre-Medicare coverage Become an expert in the 'Retirement Risk Zone' (10 years before/after retirement) Follow proven systems and processes that actually work Focus on being an educator first, advisor second Skills CFP® certification (this is non-negotiable) A genuine passion for retirement income planning and tax strategy Love of systems, processes, and doing things the right way Philosophy that investments should support the plan, not the other way around Benefits 401(k) with 3% company match Group health insurance Fully remote (work from anywhere) Structured training program Company Overview Peak Financial Planning offers financial planning, wealth management, and retirement services.
It was founded in 2021, and is headquartered in Canoga Park, California, USA, with a workforce of 2-10 employees. Its website is