Application

Appointment Generator

We are seeking an individual to be responsible for engaging and providing exceptional service to prospective clients after they show interest in one of the many marketing funnels our firm has (TV, Radio, Books our CEO wrote, Kiplinger articles, YouTube, Podcast). The ideal candidate is highly organized, understands Peak's level of service, and is internally motivated to succeed.

 

Minimum Requirements:

• Strong organizational skills, detail-oriented, proactive, and resourceful
• Ability to prioritize projects and manage time
• High internal need to succeed
• Friendly and optimistic personality
• Ability to get things done with little oversight
• Desire to obtain long-term employment
• Polished phone skills
• Calendar management
• Strong follow-through
   

Main Responsibilities:

• Calling/texting/emailing prospective clients and current clients to get them scheduled with our financial planners
• Keep notes of all calls made in our CRM system
• Consistent follow-up with prospects
• Perform other duties and projects as assigned

Tax Preparer

We are seeking someone who is energized by solving problems, delivering strategic tax guidance, and collaborating with our financial planners to give our clients best-in-class service. This role is key in helping our clients stay compliant and optimize their tax strategy, while supporting a firm that is rapidly growing.

 

Minimum Requirements:

• Experience preparing personal and business tax returns
• Strong knowledge of federal and state tax law
• Ability to work directly with clients and financial advisors
• Exceptional attention to detail and follow-through
• Professional, approachable, and client-first attitude
• Strong organizational and communication skills
• Familiarity with tax prep software (we use Drake)
• Desire for long-term employment and ability to take ownership of the tax process
   

Main Responsibilities:

• Prepare individual and business tax returns accurately and on time
• Provide tax planning and strategy support alongside financial advisors
• Help clients understand their tax liabilities and filing obligations
• Ensure compliance with all federal and state tax regulations
• Maintain up-to-date knowledge of tax laws and communicate relevant updates
• Work with external accountants or legal professionals as needed
• Contribute to developing internal tax systems and improving efficiency
• Support clients during audits or tax-related inquiries

 

Executive Assistant

We are seeking a highly organized and proactive Executive Assistant to support our fast-moving, results-driven, and high-energy Founder & CEO. As a key partner in managing day-to-day operations and priorities, this role is essential to freeing up our CEO’s time and ensuring that business initiatives run smoothly. The ideal candidate is dependable, resourceful, and thrives in a fast-paced, dynamic environment.

 

Minimum Requirements:

• A proven ability to get things done independently and efficiently without oversight
• A desire to grow with the company in a long-term role
• Exceptional reliability and a strong work ethic
• Impeccable organizational and problem-solving skills, being detail-oriented and proactive
• Ability to prioritize tasks and manage time efficiently
• Experience with calendar and inbox management
• Strong follow-through and ability to anticipate needs before they arise
• Discretion and professionalism in handling confidential information
• A servant heart and mindset of always being one step ahead of our CEO
   

Main Responsibilities:

• Take ownership of miscellaneous tasks to keep our CEO focused on high-impact work
• Run occasional personal errands as needed
• Coordinate and book travel arrangements
• Manage our CEO’s calendar and email with continuous attention throughout the day
• Maintain accurate financial records and documentation for our CEO and firm

 Bookkeeper

We are seeking an individual to perform diverse planning and bookkeeping functions who strives for excellence and gets things done. This role will have ample support, coaching, and time to understand and master the required tasks. The ideal candidate has high integrity and an attention to detail that allows Peak to operate at a fast pace.

 

Minimum Requirements:

• Ability to get things done with little oversight
• Desire to obtain long-term employment
• Reliable with an exceptional work ethic
• Strong organizational skills, detail-oriented, proactive, and resourceful
• Ability to prioritize projects and manage time
• Strong follow-through
• Maintain confidential information
   

Main Responsibilities:

• Maintaining financial books and records for the firm
• Provide reports for the CEO and monthly, quarterly, and year-end reports
• Oversee and manage all accounting systems and procedures, capturing all billings, receipts, and recording of revenue transactions
• Assist in monitoring and managing cash flow
• Manage day-to-day AR processing, deposits, and bookkeeping
• Run monthly payroll
• Provide information to the firms CPA to meet all tax-related requirements

 

Intern/Aspiring Financial Planner

We are seeking an intern with a strong interest in financial planning and a growth mindset. You will gain hands-on experience in financial planning while having a one-on-one mentorship with experienced financial advisors. Our internships offer flexible timelines that accommodate both academic and personal schedules.

 

*No Experience Preferred*

 

Minimum Requirements:

• A+ Player
• Internal need to succeed
• Excited about our mission, impact, and fast-growing firm
• Strong people skills and the ability to connect with prospects/clients
• Serious about the career of Financial Planning
• Ability to prioritize projects and manage time with strong follow-through
• Good-natured, positive attitude
• Strong organizational skills, being detail-oriented, proactive, and resourceful
• Reliable with exceptional work ethic
• Interest in obtaining the CFP® and CKA® Credential
   

Main Responsibilities:

• Preparation of Financial Plans, Tax Reports, and presentations for client meetings
• Sit in on client meetings
• Assisting advisors, as needed, on miscellaneous tasks
• Fulfill routine client service requests
• Receive training to become a financial planner

IT Specialist

We are seeking an IT Specialist who is looking to enhance and maintain our technology infrastructure. This position has great upside as we continue growing. There will be leadership opportunities and the ability to make top-end compensation as we continue to grow and expand our IT department. The ideal candidate has adequate knowledge of IT operations, a strong need to succeed, and exceptional problem-solving skills.

 

Minimum Requirements:

• Internal drive to excel and stay up to date with the latest technology trends
• Excited about our mission and fast-growing firm
• Strong problem-solving skills and ability to work independently
• Desire for long-term employment
• Reliable with exceptional work ethic
• Professional and approachable attitude
• Willingness to learn new systems and tools quickly
• Strong organizational and communication skills
• Deep understanding of networking, cloud services, and security protocols preferred
• Deep Understanding of Windows-based machines and the Office 365 suite of products
   

Main Responsibilities:

• Maintain, troubleshoot, and upgrade hardware, software, and networks to ensure efficient operations across all offices
• Provide technical support and resolve IT issues for staff members, including troubleshooting desktop computers, mobile devices, printers, and other peripherals
• Implement data security measures to safeguard sensitive client and firm information, including managing firewalls, antivirus software, and network security protocols
• Manage and maintain cloud-based systems and data storage solutions, ensuring secure and seamless access to important files and applications for remote and in-office employees
• Assist in onboarding new employees by setting up user accounts, email, and workstations
• Work closely with our team to streamline technology processes that enhance our client service delivery, including integrating client management and financial planning software
• Assist in the integration of new software systems and tools as the firm continues to grow, ensuring they align with the company’s needs and goals
• Build out automations and workflows using software systems such as Zapier or Make
• Own management of CRM and other web presences.
• Manage the company's Office 365 Suite of programs (Outlook, SharePoint, OneDrive)

 

Marketing Specialist

We are seeking a motivated, strategic, and detail-oriented Marketing Specialist to join our team. This role is critical in driving growth by turning marketing initiatives into meaningful client engagement. The ideal candidate will have a natural drive to succeed, strong organizational discipline, and a passion for telling our story through multiple platforms.

 

Minimum Requirements:

• Strong project management skills and the ability to drive initiatives from start to finish
• Consistent follow-through and attention to detail
• A high internal drive to succeed and take ownership of outcomes
• A commitment to personal and professional growth
• Excellent organizational and communication skills
• Alignment with the firm’s core values and mission

 

Main Responsibilities:

• Maintain and enhance marketing strategies that bring in prospective clients and grow Peak's brand
• Maximize our twelve marketing funnels including: community workshops, TV and radio, podcast, YouTube, and published books
• Seek out new opportunities to grow our presence and impact as we scale into a national brand
• Ensure the leadership team has accurate reports and dashboards related to marketing performance
• Collaborate with internal teams to align marketing with operational and business objectives
• Reports - ensure the CEO and leadership team have accurate reports and dashboards necessary to manage and run the business.
• Demonstrate consistent alignment with company values in all work and communication
• Participate in self-improvement initiatives to grow in your role and better serve the team

Office Manager

We are seeking a dependable, positive, and highly organized Office Manager to be the face and backbone of our office operations. This role is essential to creating a welcoming experience for our clients while keeping internal processes running efficiently. The right candidate will take pride in maintaining an organized office and supporting the advisory team so they can focus on client service.

 

Minimum Requirements:

• A commitment to delivering outstanding client service
• A friendly and positive personality that puts others at ease
• The ability to get things done independently with little oversight
• A desire to grow with our company long-term
• Consistent reliability and a strong personal work ethic
• Exceptional organization and attention to detail
• Strong time management and the ability to juggle multiple priorities
• Management of team and processes to ensure responsibilities are met
   

Main Responsibilities:

• Greet clients warmly and professionally as they arrive at our office
• Answer and direct phone calls with clarity and courtesy
• Perform administrative tasks including scanning, data entry, and preparing paperwork
• Ensure office supplies are fully stocked and organized
• Prepare and send client letters for various communication needs
• Support event logistics and help manage supplies and promotional materials
• Keep the office environment clean, organized, and presentation-ready
• Take miscellaneous tasks off advisors’ plates to free them up for client work

 Client Service Specialist

We are looking for a dependable, proactive, and client-focused individual to join our team as a Client Service Specialist. This role is essential to delivering the high-touch, personal service that defines our client experience. As the first point of contact for many clients, you will play a key part in ensuring that every interaction is smooth, professional, and impactful, both for our clients and our advisory team. The ideal candidate has strong attention to detail, a proactive approach to client service, and a self-starting attitude to get things done.

 

Minimum Requirements:

• A passion for providing outstanding client service
• A desire to grow with the firm and contribute long-term
• Consistent reliability and a strong personal work ethic
• Initiative and ability to work independently with minimal oversight
• Polished and professional phone communication skills
• Excellent organizational, time management, and problem-solving abilities
• Experience with calendar coordination and task prioritization
• Follow-through and accountability in completing tasks
• A positive attitude and team-oriented spirit
• Possess or willing to obtain financial licensing
   

Main Responsibilities:

• Contribute to creating a seamless and efficient client service experience across the team
• Prepare and submit paperwork for client accounts, ensuring completeness and compliance
• Assist clients during account transitions and respond to service-related needs
• Answer account-related questions (e.g., login support, address or beneficiary changes)
• Support internal operations by offloading administrative tasks from advisors
• Manage and track 401(k) rollovers and investment transfers with accuracy

Operations Specialist

We are seeking a detail-oriented and proactive Operations Specialist to help ensure our firm’s day-to-day business operations run smoothly, efficiently, and are clearly documented for the entire team. This role is essential to maintaining structure behind the scenes, supporting both client-facing and internal functions, and ensuring accountability across delegated tasks. The ideal candidate has excellent communication skills and a passion for serving clients with a white-glove service.

 

Minimum Requirements:

• A friendly, positive, and team-oriented personality
• A desire for long-term growth and contribution within the firm
• A strong personal work ethic, reliability, and personal accountability
• Excellent organizational skills - detail-oriented, proactive, and resourceful
• Strong time management and the ability to juggle multiple priorities without dropping the ball
• Consistent follow-through and accountability
   

Main Responsibilities:

• Get things done while maintaining our standards of excellence
• Own delegated tasks from start to finish with minimal supervision
• Support project management by tracking deadlines, deliverables, and team accountability
• Maintain efficiency across all daily business functions
• Track advisor performance metrics and business data to support firm growth and decision-making
• Coordinate prospect and client scheduling
• Serve as a behind-the-scenes anchor to ensure everyone on the team can operate at their best

HR Lead

We are seeking a proactive and dependable leader to oversee our Human Resources department and hiring process during a time of extreme growth. Our team has tripled in size over the past year, and we are continuing on that upward trajectory. We are on pace to hire 500-1,000+ of the top talent in the country over the next 5-10 years. This role is responsible for ensuring all HR processes meet our highest standards of excellence, remain compliant with all regulations, and support the success and development of every team member. The ideal candidate will bring leadership, clarity, and consistency to the people side of our business.

 

Minimum Requirements:

• A desire to contribute and grow with the firm long-term
• A strong work ethic and commitment to excellence
• Proven leadership skills and ability to motivate others
• Embodies servant leadership
• The ability to work independently and lead with confidence
• Exceptional organizational and time management abilities
• High attention to detail, resourcefulness, and proactive problem-solving
• In-depth knowledge of State and Federal labor laws
• Clear communication and strong follow-through
   

Main Responsibilities:

• Lead and manage the Human Resources department
• Facilitate regular HR team meetings and ensure alignment on key priorities
• Oversee our in-depth hiring process from start to finish
• Successfully source top talent all across the country
• Ensure HR-related KPIs are tracked and met consistently
• Manage onboarding and offboarding processes
• Support and coach team members through their employee lifecycle
• Maintain compliance with labor laws and uphold company HR policies
• Provide ongoing management and support to the HR team

HR Specialist

We are looking for a dependable, detail-oriented HR Specialist to support the continued growth of our Human Resources department. As a firm that has tripled in size over the past year, this role is essential to helping us onboard new team members successfully, maintain compliance, and track HR performance through meaningful metrics. The ideal candidate brings strong follow-through, cares deeply about people and process, and invests in Peak's long-term vision to grow beyond 500-1000+ team members in the next 5-10 years.

 

Minimum Requirements:

• The ability to work independently with minimal oversight
• A desire to grow within the company long-term
• A strong work ethic and commitment to detail
• Exceptional organization and a proactive mindset
• Strong ability to manage time and competing priorities
• Reliable follow-through on delegated responsibilities
• Knowledge of State and Federal labor laws
   

Main Responsibilities:

• Manage the early stages of our in-depth hiring process
• Review and track applications across open roles
• Facilitate onboarding and offboarding processes
• Maintain accurate and compliant internal documentation
• Track hiring data and HR KPIs to support strategic decisions
• Help ensure every new team member is set up for success in their role

Paraplanner - Columbus

We are seeking a motivated and service-minded individual to join our team as a Paraplanner. This role is ideal for someone who aspires to fast-track their career towards becoming a financial planner and wants to build lasting relationships with clients over time. No prior industry experience is necessary - we have a proven in-depth training program to support your growth. This role involves no prospecting, cold calls, or pressuring friends and family. With twelve different Marketing funnels, our pipeline is strong and your primary job is to provide excellent client care.

 

*No Experience Needed*

 

Main Responsibilities:

• Prepare financial plans, tax reports, and meeting presentations for advisors
• Attend client meetings and provide real-time support to advisors
• Assist with routine client service requests and follow-up
• Handle miscellaneous tasks as assigned to support advisor productivity
• Receive extensive mentorship and training to develop into a financial planner
• Focus exclusively on service, not sales
   

Minimum Requirements:

• A strong internal drive to succeed and grow professionally
• Enthusiasm for our mission and fast-growing firm
• A growth mindset and the ability to be coachable
• Excellent interpersonal and communication skills
• A desire for long-term career development in financial planning
• A consistent, reliable work ethic and professional demeanor
• A team-player mindset and commitment to delivering top-tier service
• The ability to earn your Series 65 and Life & Health license
• CFP® candidate or actively pursuing CFP® certification
• Interest in obtaining the CKA® Credential

 

Paraplanner - Dayton

We are seeking a motivated and service-minded individual to join our team as a Paraplanner. This role is ideal for someone who aspires to fast-track their career towards becoming a financial planner and wants to build lasting relationships with clients over time. No prior industry experience is necessary - we have a proven in-depth training program to support your growth. This role involves no prospecting, cold calls, or pressuring friends and family. With twelve different Marketing funnels, our pipeline is strong and your primary job is to provide excellent client care.

 

*No Experience Needed*

 

Main Responsibilities:

• Prepare financial plans, tax reports, and meeting presentations for advisors
• Attend client meetings and provide real-time support to advisors
• Assist with routine client service requests and follow-up
• Handle miscellaneous tasks as assigned to support advisor productivity
• Receive extensive mentorship and training to develop into a financial planner
• Focus exclusively on service, not sales
   

Minimum Requirements:

• A strong internal drive to succeed and grow professionally
• Enthusiasm for our mission and fast-growing firm
• A growth mindset and the ability to be coachable
• Excellent interpersonal and communication skills
• A desire for long-term career development in financial planning
• A consistent, reliable work ethic and professional demeanor
• A team-player mindset and commitment to delivering top-tier service
• The ability to earn your Series 65 and Life & Health license
• CFP® candidate or actively pursuing CFP® certification
• Interest in obtaining the CKA® Credential

Event Coordinator

We are seeking an organized, detail-driven Event Coordinator to own the planning and execution of our firm’s educational and client events. This role will be responsible for managing educational events within the region, as well as coordinating all client events. With the firm’s commitment to growth and marketing, this position offers increasing opportunities for leadership and expanded impact over time.

 

Minimum Requirements:

• Friendly and optimistic personality
• Ability to get things done with little oversight
• Desire to obtain long-term employment
• Reliable with an exceptional work ethic
• Strong organizational skills, detail-oriented, proactive, and resourceful
• Ability to prioritize projects and manage time
• Strong follow-through
   

Main Responsibilities:

• Plan, coordinate, and execute company educational events and client appreciation experiences
• Manage event logistics, including venue booking, scheduling, and attendance tracking
• Track and report key event metrics to measure effectiveness and guide improvements
• Coordinate with vendors, speakers, and internal staff to ensure smooth event delivery
• Build relationships with event partners and vendors to support future growth
• Support the expansion of event programs as we scale our brand across new markets

Client Experience Lead

We are seeking a passionate and service-driven individual to lead our Client Experience department. This role is responsible for creating a consistent, high-quality experience across all client interactions, whether in-person, over the phone, or at events. The ideal candidate will be highly organized, personable, and proactive, with a strong ability to manage a team and continuously improve the client journey.

 

Minimum Requirements:

• A passion for delivering exceptional client service
• Strong servant leadership and team management experience
• A friendly, professional, and optimistic attitude
• The ability to oversee and enhance the client experience across all touchpoints
• Detail-oriented execution with a proactive and highly organized approach
• Clear communication and creative problem-solving skills
• The ability to multitask and manage time effectively
• Experience with event planning and logistics
• Reliable follow-through and personal accountability
   

Main Responsibilities:

• Ensure every client interaction is warm, welcoming, and exceeds expectations
• Oversee and manage the Client Experience team, maintaining service excellence
• Greet clients and ensure they feel appreciated and valued during every visit
• Plan and coordinate client events, appreciation initiatives, and office visits
• Maintain a polished, professional, and organized office environment
• Anticipate client needs and address concerns before they arise
• Continuously evaluate and improve internal processes that impact the client journey

 

Office Lead

We are seeking a dependable, client-focused, and detail-oriented Office Lead to oversee our front office operations and the administrative team. This role is essential to ensuring the office runs smoothly, team members stay aligned with expectations, and advisors are supported in delivering exceptional client service. The ideal candidate will bring both servant leadership and a hands-on approach to organization, communication, and office management.

 

Minimum Requirements:

• A passion for delivering outstanding client service
• A friendly, positive, and professional demeanor
• Experience leading and managing a team
• A strong personal work ethic and consistent reliability
• Proven ability to organize, delegate, and execute administrative tasks
• Strong attention to detail and a proactive mindset
• The ability to manage competing priorities and deadlines
• Experience with calendar coordination and office planning
• Clear communication, accountability, and follow-through
   

Main Responsibilities:

• Welcome and assist clients as they arrive at our office
• Oversee daily operations of the office administration department
• Hold administrative team members accountable to KPIs and personal development goals
• Handle administrative tasks including scanning, data entry, and paperwork preparation
• Manage and maintain office supplies and vendor relationships
• Support event planning with logistics, materials, and team coordination
• Ensure the office environment remains clean, organized, and client-ready
• Take miscellaneous tasks off of advisors’ plates to enable them to focus on clients

Client Service Lead

We are looking for a dependable leader who is always one step ahead to take ownership of our client service department. This role is pivotal in creating an exceptional client experience and supporting our advisory team by keeping operations efficient and client-focused. We deliver a white-glove service to clients by always raising our standards. The ideal candidate thrives in a collaborative environment, excels at motivating others, is driven by results, and upholds the highest standards of excellence.

 

Minimum Requirements:

• Passion for delivering exceptional client service with professionalism and care
• Proven ability to lead and develop a team with accountability and empathy
• Strong sense of ownership, integrity, and consistent follow-through
• Self-motivated and able to complete work with minimal supervision
• Exceptional organizational skills focused on details and proactivity
• Strong time management and the ability to balance multiple priorities under deadlines
• Experience with calendar and task management in a fast-paced environment
• Positive, team-oriented attitude
   

Main Responsibilities:

• Own and manage the client service department, ensuring high performance, clarity of roles, and cross-functional collaboration
• Identify and implement process improvements that elevate efficiency and optimize advisor workload
• Act as a strategic partner to the operations team, ensuring alignment with company goals
• Monitor, answer, and delegate our Client@ Inbox, ensuring company standards and response deadlines
• Complete and process client paperwork to ensure smooth account setup and maintenance
• Serve as a liaison for clients during account transfers, ensuring clear and supportive communication
• Manage and track 401(k) rollovers and investment transfers with accuracy and timeliness
• Establish and maintain department KPIs, and hold team members accountable to performance benchmarks

Project Manager

We are looking for a dependable, proactive, and detail-focused individual to join our team as a Project Manager. This role is essential for driving growth, ensuring project success, and delivering exceptional results. The ideal candidate has a strong attention to detail, an organized approach to project management, and a self-starting attitude to get things done.

 

Minimum Requirements:

• Exceptional project management and organizational skills
• Ability to lead and collaborate with cross-functional teams
• Strong problem-solving and critical-thinking abilities
• Detail-oriented, proactive, and resourceful
• Ability to prioritize tasks and manage deadlines efficiently
• Excellent verbal and written communication skills
• Strong follow-through and accountability
• Friendly and optimistic personality
• Experience with workflow optimization and process improvement
   

Main Responsibilities:

• Oversee and manage projects from inception to completion, ensuring deadlines are met
• Act as a bridge between departments to streamline communication and workflows
• Implement and optimize processes for maximum efficiency
• Track project progress and adjust plans as needed
• Identify and mitigate risks to ensure successful project execution
• Assist in organizing company-wide initiatives, events, and process improvements
• Maintain an organized, structured work environment for the team
• Remove roadblocks and take on administrative tasks to support leadership and advisors

Talent Acquisition Lead

We are seeking a proactive and dependable leader to oversee our Human Resources department and hiring process during a time of extreme growth. Our team has tripled in size over the past year, and we are continuing on that upward trajectory. We are on pace to hire 500-1,000+ of the top talent in the country over the next 5-10 years. This role is responsible for ensuring all HR processes meet our highest standards of excellence, remain compliant with all regulations, and support the success and development of every team member. The ideal candidate will bring leadership, clarity, and consistency to the people side of our business.

 

Minimum Requirements:

• A desire to contribute and grow with the firm long-term
• A strong work ethic and commitment to excellence
• Proven leadership skills and ability to motivate others
• Embodies servant leadership
• The ability to work independently and lead with confidence
• Exceptional organizational and time management abilities
• High attention to detail, resourcefulness, and proactive problem-solving
• In-depth knowledge of State and Federal labor laws
• Clear communication and strong follow-through
   

Main Responsibilities:

• Lead and manage the Human Resources department
• Facilitate regular HR team meetings and ensure alignment on key priorities
• Oversee our in-depth hiring process from start to finish
• Successfully source top talent all across the country
• Ensure HR-related KPIs are tracked and met consistently
• Manage onboarding and offboarding processes
• Support and coach team members through their employee lifecycle
• Maintain compliance with labor laws and uphold company HR policies
• Provide ongoing management and support to the HR team

 

Team Lead

We are looking for a strong, service-minded leader to join our team as a Team Lead. This role is responsible for driving team performance, supporting staff development, and ensuring smooth day-to-day operations. The ideal candidate is proactive, encouraging, and passionate about motivating others to do their best work.

 

Minimum Requirements:

• Strong leadership skills and experience managing team performance
• A professional, and positive personality
• The ability to motivate, mentor, and develop team members
• Excellent problem-solving and decision-making abilities
• Strong verbal and written communication with clear direction-setting
• A detail-oriented, proactive, and resourceful mindset
• The ability to manage time effectively and juggle multiple priorities
• A reliable work ethic and commitment to consistency
• Follow-through and accountability in team and project execution
   

Main Responsibilities:

• Oversee the daily performance of the team to ensure consistent productivity
• Foster a supportive, motivating, and growth-minded work environment
• Guide, mentor, and train team members to ensure development and retention
• Ensure tasks and projects are completed accurately and on schedule
• Identify and implement process improvements to enhance efficiency
• Monitor individual and team performance, providing timely feedback
• Support advisors and cross-functional teams by clearing roadblocks and bottlenecks and ensuring operational flow

Recruiter

We are looking for a motivated, detail-oriented recruiter to help us continue our rapid growth.  This role will be responsible for managing the full-cycle recruiting process, ensuring we attract, hire, and onboard top candidates efficiently. This is an opportunity to be part of a growing team and contribute to the firm’s success by bringing in exceptional talent. The ideal candidate has a growth mindset and a passion for people, ensuring that Peak utilizes all available recruiting opportunities.

 

Minimum Requirements:

• Friendly and optimistic personality, making others feel like a million bucks
• Strong communication and relationship-building skills
• Ability to manage multiple tasks with little oversight
• Highly reliable with a strong work ethic
• Detail-oriented, organized, and proactive
• Ability to prioritize tasks and meet deadlines
• Strong follow-through and ability to manage candidate pipelines
• Commitment to a strong growth mindset
   

Main Responsibilities:

• Managing our end-to-end recruiting process
• Sourcing, screening, and interviewing candidates
• Coordinating interviews and hiring processes with department leaders
• Working with local colleges to find top talent in their financial planning programs
• Maintaining candidate pipelines and recruitment databases
• Assisting with job postings and employer branding initiatives
• Providing a great candidate experience throughout the hiring process

Lead Video Editor

 

We are seeking a Video Editor who can take raw footage and transform it into professional, polished, and on-brand content across multiple platforms. Our YouTube channel has over 56k subscribers and is growing by hundreds of subscribers every day. This role will oversee all post-production video work, collaborate with our marketing team, and help shape how our growing brand is seen by the world. The ideal candidate operates with little to know oversight and collaborates well with leaders to produce content that matches Peak's standards and aligns with our mission.

 

Minimum Requirements:

• A+ Player
• Strong editing skills and extreme attention to detail
• Proficiency with Adobe Premiere Pro (or comparable software)
• Experience creating short-form and long-form video content
• Strong understanding of pacing, sound design, and visual storytelling
• Ability to manage multiple projects and timelines
• Creative thinker who can bring energy and clarity to educational content
• Strong organizational, communication, and research skills
• Elite in editing for YouTube, social media, internal training, and public-facing ads
• Familiarity with audio cleanup and basic color correction
   

Main Responsibilities:

• Own the editing and post-production process for all video content
• Maintain consistent visual and brand identity across all projects
• Collaborate with the marketing team, advisors, and leadership to develop compelling video stories
• Produce videos for podcast clips, YouTube episodes, ads, client education, and internal training
• Manage and organize raw footage, project files, and final assets
• Provide creative input on shot selection and scripting when needed
• Optimize videos for various platforms and formats
• Stay up-to-date on video trends and apply best practices for engaging content

Graphic Design

We are seeking a creative and detail-oriented Graphic Designer to join our growing team. This role is essential to shaping our visual identity and supporting a range of design needs across departments including marketing, client communication, internal branding, and more. The ideal candidate is both artistic and deadline-driven, with a passion for creating clean, compelling visuals that elevate our brand.

 

Minimum Requirements:

• Strong portfolio showcasing design work across digital and print
• Proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign) or similar tools
• Understanding of typography, color theory, layout, and branding principles
• Ability to receive and implement feedback quickly
• Strong attention to detail and visual consistency
• Comfortable managing multiple projects and meeting deadlines
• Excellent communication and collaboration skills
• Growth-minded with a desire to contribute creatively to a fast-moving team
   

Main Responsibilities:

• Design graphics for marketing materials including brochures, event flyers, and digital ads
• Create branded content for social media, YouTube thumbnails, and email campaigns
• Maintain brand consistency across all design deliverables
• Assist in the layout and design of internal documents and presentations
• Collaborate with the marketing and leadership teams to develop new visual campaigns
• Update and refine existing design assets for better engagement and clarity
• Support the team with quick-turn graphic needs and ad hoc design requests
• Stay up-to-date on design trends and suggest ways to improve our brand visuals

CPA

We are hiring a CPA who thrives on problem-solving and precision, and who is eager to contribute to a collaborative financial planning team. This position is ideal for someone who enjoys providing strategic tax insight, ensuring compliance, and helping clients achieve peace of mind through proactive planning. You’ll be instrumental in delivering exceptional service as part of a fast-growing, client-centered firm.

 

Minimum Requirements:

• Proven experience preparing both individual and business tax filings
• In-depth understanding of state and federal tax codes
• Confidence in engaging directly with clients and collaborating with internal advisors
• Meticulous attention to detail and consistent follow-through
• Professional demeanor and a client-service mindset
• Strong organizational habits and effective communication skills
• Experience using tax software
• Commitment to a long-term role and ownership of tax-related processes
   

Main Responsibilities:

• File timely and accurate tax returns for individuals and businesses
• Collaborate with advisors to design and implement tax strategies
• Educate clients on filing requirements, deductions, and liabilities
• Ensure compliance with current tax legislation
• Keep current on tax code updates and clearly communicate changes
• Coordinate with outside CPAs or attorneys when necessary
• Help enhance internal tax workflows and documentation
• Provide support to clients during IRS audits or tax reviews

Receptionist

We are looking for a charismatic and energetic Receptionist to be the Director of First Impressions for our firm. This role is perfect for someone who enjoys creating a warm welcome, thrives in a people-focused environment, and brings a positive attitude to every interaction. Your presence will set the tone for our client experience.

 

Minimum Requirements:

• Outgoing and personable with a natural ability to make people feel warm and welcome
• Energetic, enthusiastic, and professional demeanor
• Strong verbal communication and listening skills
• Reliable, punctual, and dependable in a client-facing role
• Highly organized and able to manage multiple tasks at once
• Comfortable with phones, email, and front desk systems
• Ability to remain calm and friendly under pressure
• Interest in contributing to a high-performing and mission-driven team
   

Main Responsibilities:

• Greet clients and visitors with a warm, friendly smile upon arrival
• Answer phone calls and direct inquiries to the appropriate team members
• Maintain a tidy, professional, and welcoming front office environment
• Manage meeting room setups, client check-ins, and hospitality
• Assist with scheduling, confirming appointments, and basic admin tasks
• Support the operations team with light clerical responsibilities
• Deliver an exceptional first impression to everyone who walks through our door

Operations Intern

We are seeking a high-performing intern with a strong interest in business operations and a growth mindset. This opportunity is designed for someone who is eager to learn, excited about our mission, and looking to build a career in a fast-paced, people-first environment. You will gain hands-on experience while being mentored and trained by experienced operations leaders. Our internships offer flexible timelines that accommodate both academic and personal schedules.

 

*No Experience Preferred* 

 

Minimum Requirements: 

• A+ Player 
• Internal need to succeed 
• Excited about our mission, impact, and fast-growing firm 
• Strong problem-solving skills and ability to think critically 
• Serious about developing a career in Operations/Business Management 
• Ability to prioritize projects and manage time effectively 
• Strong follow-through 
• Good-natured, positive attitude 
• Strong organizational skills, detail oriented, proactive, and resourceful 
• Reliable with exceptional work ethic 
   

Main Responsibilities: 

• Support daily operational tasks and cross-departmental initiatives  
• Assist with streamlining internal processes and workflows 
• Utilize internal systems, tools, and reporting 
• Coordinate and track ongoing projects to ensure timely completion 
• Contribute to process documentation and team resources 
• Work closely with operations leaders to maintain efficiency in communication and tasks 

IT Intern

We are seeking a high-performing intern with a strong interest in IT and a growth mindset. This opportunity is designed for someone who is eager to learn, excited about our mission, and looking to build a career in a fast-paced, people-first environment. You will gain hands-on experience with IT operations while having a one-on-one mentorship from experienced professionals and helping to support a collaborative team with real-world projects, processes, opportunities, and training. Our internships offer flexible timelines that accommodate both academic and personal schedules.

*No Experience Preferred* 

Minimum Requirements:

• A+ Player with an internal drive to succeed 
• Excited about our mission, impact, and fast-growing firm 
• Strong ability to problem-solve and create processes 
• Serious about exploring a career in IT or fintech 
• Good-natured, positive attitude 
• Organized, detail-oriented, proactive, and resourceful 
• Reliable with an exceptional work ethic 
• Willingness to pursue professional development and industry certifications 
   

Main Responsibilities: 

• Assist in break-fix solutions 
• Data and systems administration 
• Web design and automation building, using tools such as Zapier, Salesforce Flow, Make, and more 
• Work closely with leadership for mentorship and training 
• Take part in personal and professional development experiences 

Marketing Intern

We are seeking a motivated, strategic, and detail-oriented Marketing Intern to join our team. This role is critical in driving growth by turning marketing initiatives into meaningful client engagement. The ideal candidate will have a natural drive to succeed, strong organizational discipline, and a passion for telling our story through multiple platforms. Our internships offer flexible timelines that accommodate both academic and personal schedules.

 

Minimum Requirements:

• Strong project management skills and the ability to drive initiatives from start to finish
• Consistent follow-through and attention to detail
• A high internal drive to succeed and take ownership of outcomes
• A commitment to personal and professional growth
• Excellent organizational and communication skills
• Alignment with the firm’s core values and mission
   

Main Responsibilities:

• Maintain and enhance marketing strategies
• Maximize our twelve marketing funnels, including: community workshops, TV and radio, podcast, YouTube, and published books
• Sit in on meetings with Marketing Director and CEO
• Seek out new opportunities to grow our presence and impact as we scale into a national brand
• Ensure the leadership team has accurate reports and dashboards related to marketing performance
• Assist internal teams in aligning marketing with operational and business objectives
• Demonstrate consistent alignment with company values in all work and communication

Marketing Director

We are looking for a strong leader to take charge and help run a fast-paced department. Our expectations are high, our culture is best in class, and we take extreme care of our team members and clients. The ideal candidate is interested in a self-directed work environment and is willing to take on responsibility for Peak's marketing effort. We would like to hire someone who is interested in a career, not just a job, and who wants to work hard and run fast.

 

Minimum Requirements:

• A+ Player 
• Internal drive to succeed 
• Excited about our mission and fast-growing firm 
• Willingness to run fast, work hard, and adapt quickly
• Reliable with an exceptional work ethic 
• Project Management experience
• Strong follow-through on accuracy, deadlines, and performance
• Desire to obtain long-term employment 
• Professional, positive attitude
• Commitment to organization, efficiency, and structure
   

Main Responsibilities:

• Maintain our marketing strategies to grow our client base and increase industry impact
• Maximize various marketing funnels and find new opportunities as we grow into a nationwide brand
• Demonstrate an alignment with the company’s core values
• Project Management - Lead the research, design, and implementation of new systems and software
• Reports - Ensure the CEO has the reports and dashboards necessary to manage and run the business
• Training - Provide initial training and ongoing professional development for our Marketing Department
• Quarterly Check-Ins - Meet with team members in our marketing department quarterly to discuss their Scorecards, areas of coaching for improvement, and praise for achieving their results

Enrolled Agent

We are looking for a credentialed Enrolled Agent to join our team and support clients through accurate tax preparation, strategy implementation, and direct collaboration with financial advisors. This role is vital to ensuring our clients remain compliant and confident in their financial decisions as our firm continues to grow.

 

Minimum Requirements:

• Experience filing both personal and business tax returns
• Solid understanding of current federal and state tax regulations
• Ability to communicate directly with clients and internal financial planners
• Strong attention to detail and task follow-through
• Professional, client-focused demeanor
• Clear organizational and written communication skills
• Familiarity with tax preparation software
• Commitment to long-term employment and process ownership
   

Main Responsibilities:

• Prepare tax returns for individuals and businesses accurately and promptly
• Partner with advisors to support tax planning and strategy
• Explain tax filing requirements and outcomes to clients
• Monitor compliance with tax codes and regulatory updates
• Stay current on changes to tax laws and advise accordingly
• Work with outside accounting or legal partners as needed
• Assist in refining internal tax workflows and improving efficiency
• Support audit responses and tax-related inquiries from clients

Tax Specialist

We are seeking a Tax Specialist who is detail-oriented and passionate about helping clients navigate complex tax matters. In this role, you will collaborate with our financial advisors to deliver customized tax guidance and ensure compliance for a diverse client base in a fast-growing firm.

 

Minimum Requirements:

• Demonstrated experience with individual and small business tax preparation
• Knowledge of federal and state tax codes and filing requirements
• Confidence in working directly with clients and team members
• High level of accuracy and attention to detail
• Client-first mindset and professional communication style
• Strong organization and documentation skills
• Familiarity with Drake or similar tax preparation platforms
• Long-term career interest and a sense of ownership in your role
   

Main Responsibilities:

• Prepare and submit accurate tax returns for individuals and business entities
• Collaborate with financial advisors on tax strategy and optimization
• Explain tax obligations and refund expectations to clients
• Ensure adherence to all applicable tax laws and filing deadlines
• Keep current with changes in tax policy and inform clients when relevant
• Coordinate with external professionals as needed for complex issues
• Improve efficiency of internal systems related to tax operations
• Respond to audit requests and represent clients in tax-related matters

Accountant

We are seeking a highly reliable and detail-driven Accountant to help manage our firm’s financial records, ensure timely reporting, and support ongoing financial operations. The ideal candidate is experienced in both day-to-day bookkeeping and month-end closing tasks and thrives in a fast-paced, mission-driven environment. This is a key position that supports leadership decisions through accurate, timely, and actionable financial insights.

 

Minimum Requirements:

• Proven experience in accounting, preferably in a service-based or advisory firm
• Strong understanding of GAAP and financial reporting standards
• Proficiency with accounting software (QuickBooks, Xero, or similar)
• High attention to detail, accuracy, and consistency in financial entries
• Experience with payroll, bank reconciliations, and general ledger management
• Strong Excel skills (e.g., pivot tables, lookups, and basic modeling)
• Excellent time management and ability to meet recurring deadlines
• Professional demeanor and the ability to work both independently and collaboratively
• Bachelor’s degree in Accounting, Finance, or related field (CPA preferred but not required)
   

Main Responsibilities:

• Maintain accurate financial records, including journal entries, reconciliations, and ledgers
• Manage accounts payable, accounts receivable, and general ledger activities
• Prepare monthly, quarterly, and annual financial reports
• Monitor and manage payroll processing and related tax filings
• Support the budgeting and forecasting process with accurate data and insights
• Ensure compliance with tax and regulatory requirements
• Coordinate with external accountants during audits or year-end tax filings
• Identify and implement improvements to accounting workflows and internal controls
• Provide financial reporting support to leadership and department heads

Firm Concierge

We are looking for a dependable, resourceful, and upbeat Firm Concierge to support our entire firm by handling a wide variety of internal tasks that keep our team operating at a high level. This person will act as our in-house concierge—helping with errands, tidiness, and task support across departments. The ideal candidate is a go-getter who loves serving others and takes pride in making life easier for the people around them.

 

Minimum Requirements:

• A friendly and helpful personality with a positive, can-do attitude
• Self-starter who takes initiative and follows through on every task
• High level of dependability and professionalism
• Ability to work independently without needing hand-holding
• Strong organizational skills and time management
• Comfort running errands and assisting in a hands-on environment
• Discretion and tact when supporting leadership or team members
• Eagerness to help with whatever is needed to keep the firm running smoothly
   

Main Responsibilities:

• Run errands for the team and leadership (supplies, deliveries, food pickups, etc.)
• Keep shared spaces tidy and well-stocked (kitchen, conference rooms, office supply areas)
• Help with miscellaneous needs and last-minute tasks across all departments
• Assist with meeting setup and cleanup, including hospitality for guests
• Support logistics during team events and firm-wide meetings
• Handle small projects that support office organization, operations, and team workflow
• Be a go-to helping hand for any task that improves team efficiency or culture

Director of Finance

We are seeking a strategic and detail-driven Director of Finance to oversee and elevate our financial operations. As a fast-growing firm, we need a trusted financial leader to manage budgets, forecasting, cash flow, and strategic planning while ensuring accuracy and accountability across the organization. The ideal candidate is proactive, analytical, and excited about building scalable financial systems for a firm focused on impact and excellence.

 

Minimum Requirements:

• Proven experience in financial leadership, preferably in a service-based or advisory firm
• Strong background in financial reporting, budgeting, and forecasting
• Knowledge of tax strategy, compliance, and internal controls
• High proficiency with accounting software (QuickBooks, Excel, etc.)
• Excellent analytical skills and attention to detail
• Ability to lead financial planning and advise on growth strategy
• Strong communication and collaboration across departments
• Bachelor’s degree in finance, accounting, or a related field
• Desire for long-term employment and ability to build efficient systems from the ground up
   

Main Responsibilities:

• Own all aspects of financial operations, including budgeting, forecasting, and monthly reporting
• Provide financial insights and analysis to support strategic decision-making
• Collaborate with leadership on business planning and growth initiatives
• Oversee cash flow management and optimize capital allocation
• Ensure timely and accurate financial statements and compliance with tax laws
• Lead financial audits and manage relationships with external accounting partners
• Implement scalable processes for tracking expenses, revenue, and KPIs
• Support hiring and departmental budgeting decisions with financial clarity
• Build and manage a small internal finance team as the firm grows

General Sales

We are looking for a driven and people-oriented Sales Associate to help connect individuals and families with the financial guidance they need. This role is ideal for someone who enjoys building relationships, is confident in conversation, and is excited about personal growth. No financial services experience is required - we offer full training and development for the right individual. The focus is on building trust, communicating our value, and guiding prospective clients through the process of becoming lifelong clients of the firm.

 

Minimum Requirements:

• A warm, professional, and outgoing personality
• Excellent communication and interpersonal skills
• A passion for helping people and making a difference
• Confidence in engaging with new people and handling conversations with ease
• A high level of reliability, organization, and follow-through
• The ability to work independently and as part of a collaborative team
• Coachability and a desire for long-term personal and career growth
• No financial background required - just a willingness to learn
   

Main Responsibilities

• Serve as the first point of contact for prospective clients and guide them through our process
• Communicate the value of financial planning in a clear, compelling way
• Follow up with warm leads and referrals to schedule meetings with advisors
• Track and manage outreach, follow-ups, and prospect records in our systems
• Support marketing and educational events by connecting with attendees and booking follow-ups
• Collaborate with advisors to ensure a seamless experience from first contact to onboarding
• Participate in ongoing training to improve communication, systems knowledge, and financial literacy

Finance Specialist

We are seeking a detail-oriented and proactive Finance Specialist to join our operations team. This role is essential to maintaining accurate financial records, supporting our advisory and leadership teams with reporting, and ensuring our internal financial systems run efficiently. The ideal candidate is dependable, organized, and excited to contribute to a fast-moving, mission-driven firm.

 

Minimum Requirements:

• Experience with financial data entry, reconciliations, and reporting
• Familiarity with accounting software such as QuickBooks, Xero, or similar
• Strong understanding of basic finance principles and reporting best practices
• High attention to detail and accuracy in all work
• Excellent organizational and time management skills
• Ability to work independently and manage multiple deadlines
• Proficiency in Microsoft Excel (formulas, pivot tables, etc.)
• A professional, team-first mindset and strong communication skills
• Desire for long-term growth and contribution to the company
   

Main Responsibilities:

• Assist with daily bookkeeping tasks including data entry, bank reconciliations, and invoice tracking
• Prepare regular financial reports for internal leadership and advisory teams
• Support budget tracking, expense management, and revenue analysis
• Help maintain accuracy of financial documentation and client billing records
• Coordinate with the Director of Finance or external accountants as needed
• Identify process improvements and support implementation of scalable financial systems
• Track and report on key financial KPIs that guide business decisions
• Assist with quarterly and annual reporting requirements, including tax prep support

Accounting Intern

We are seeking a high-performing intern with a strong interest in accounting and tax preparation. This opportunity is designed for someone who is eager to learn, excited about our mission, and looking to build a career in a fast-paced, people-first environment. You will gain hands-on experience in tax accounting while having one-on-one mentorship with experienced CPAs and other members of the firms finance team. Our internships offer flexible timelines that accommodate both academic and personal schedules.

 

*No Experience Preferred*

 

Minimum Requirements:

• A+ Player
• Internal need to succeed
• Excited about our mission, impact, and fast-growing firm
• Strong people skills and the ability to connect with prospects/clients
• Serious about a career in public accounting
• Ability to prioritize projects and manage time with strong follow-through
• Good-natured, positive attitude
• Strong organizational skills, being detail-oriented, proactive, and resourceful
• Reliable with an exceptional work ethic
• Interest in obtaining the CPA licensure
   

Main Responsibilities:

• Assisting with the preparation of tax returns
• Performing basic tax research and verifying compliance with IRS regulations
• Assisting in-house CPA, as needed, on miscellaneous tasks
• Organize and review client tax documents
• Assisting with client communications and responding to information requests

Finance Intern

We are seeking a high-performing intern with a strong interest in finance and a growth mindset. This opportunity is designed for someone who is eager to learn, excited about our mission, and looking to build a career in a fast-paced, people-first environment. You will gain hands-on experience in financial processes while having a one-on-one mentorship by experienced accountants and other members of the internal finance team. Our internships offer flexible timelines that accommodate both academic and personal schedules.

 

*No Experience Preferred*

 

Minimum Requirements:

• A+ Player
• Internal need to succeed
• Excited about our mission, impact, and fast-growing firm
• Strong people skills and the ability to connect with prospects/clients
• Serious about a career in the financial industry
• Ability to prioritize projects and manage time with strong follow-through
• Good-natured, positive attitude
• Strong organizational skills, being detail-oriented, proactive, and resourceful
• Reliable with exceptional work ethic
• Interest in obtaining the CFP® and CKA® Credential
   

Main Responsibilities:

• Helping with financial data collection, organization, and analysis
• Assisting the finance team, as needed, on miscellaneous tasks
• Fulfill routine accounting tasks
• Supporting the preparation of financial models, forecasts, and budgets

A+ Player

We are looking for a driven individual who values hard work, integrity, and effort. This role is fast-paced and essential to team functions, dynamics, and culture. The ideal candidate for this position has an internal need to succeed, desire to be elite at their role, and drive to support the team.

 

Minimum Requirements:

• Strong commitment to our foundations
• Internal drive to succeed 
• Excited about our mission and fast-growing firm 
• Willingness to run fast, work hard, and adapt quickly
• Ability to thrive in fast-paced environments
• Commitment to produce excellent deliverables
• Comfortable with receiving feedback and criticism from leadership
• Uplifting spirit and charisma to maintain a healthy workplace culture
   

Main Responsibilities:

• Assisting team in maintaining standards of excellence
• Perform administrative tasks to support the daily functions of other team member
• Maintain efficiency across all daily business functions
• Carry out assigned tasks in a timely and excellent manner
• Preserve an organized, structured work environment for the team

Chief of Staff

We are looking for a driven individual who values hard work, integrity, and effort. This role is fast-paced and essential to team functions, dynamics, and culture. The ideal candidate for this position has an internal need to succeed, desire to be elite at their role, and drive to support the team.

 

Minimum Requirements:

• Strong commitment to our foundations
• Internal drive to succeed 
• Excited about our mission and fast-growing firm 
• Willingness to run fast, work hard, and adapt quickly
• Ability to thrive in fast-paced environments
• Commitment to produce excellent deliverables
• Comfortable with receiving feedback and criticism from leadership
• Uplifting spirit and charisma to maintain a healthy workplace culture
   

Main Responsibilities:

• Assisting team in maintaining standards of excellence
• Perform administrative tasks to support the daily functions of other team member
• Maintain efficiency across all daily business functions
• Carry out assigned tasks in a timely and excellent manner
• Preserve an organized, structured work environment for the team

 

Strategy Data Analyst

We are looking for a detail-oriented and analytical Strategy Data Analyst to join our team. This role is crucial in driving the firm's growth, adapting its strategies, and communicating market changes. The ideal candidate will have an analytical mind, a commitment to detail, and a strong internal drive to succeed.

 

Minimum Requirements:

• A+ Player
• Strong understanding of firm's business goals and strategies
• Commitment to growth, staying up to date with market trends
• Understanding of database management
• Advanced organizational and time management abilities
• Excellent problem-solving and decision-making abilities
• A reliable work ethic and commitment to consistency
• Alignment with the firm’s core values and mission
   

Main Responsibilities:

• Collect, analyze, and interpret data from multiple sources to identify trends and opportunities
• Conduct in-depth analysis of both internal and external data such as performance metrics and competitor insights to identify strategic opportunities and risks
• Develop dashboards, reports, and visualizations to communicate insights to leadership
• Partner with advisors and leadership to translate business questions into analytical solutions
• Monitor key performance indicators (KPIs) and provide recommendations for improvement
• Support strategic planning with forecasting, modeling, and scenario analysis

Quality Control Specialist

We are looking for a detail-oriented and people-focused Quality Control Specialist to ensure Peak is delivering the highest level of service. We are dedicated to delivering white-glove service and giving our clients the best experience in the industry. This role will examine client deliverables and internal processes within the organization. The ideal candidate has a passion for serving others, is an effective communicator, and upholds a high standard of excellence.

 

Minimum Requirements:

• A passion for delivering exceptional client service
• A friendly, professional, and optimistic attitude
• The ability to oversee and enhance the client experience across all touchpoints
• Detail-oriented execution with a proactive and highly organized approach
• Strong communication and creative problem-solving skills
• Strong ability to deliver constructive feedback and collaborate effectively across departments
• Reliable follow-through and personal accountability
   

Main Responsibilities:

• Ensure every client interaction is warm, welcoming, and exceeds expectations
• Conduct quality checks on every client meeting, call, and experience with our team
• Grow lasting, personal relationships with all clients
• Greet clients and ensure they feel appreciated and valued during every visit
• Prepare and deliver quality reports to the CEO and team with actionable steps for improvement
• Maintain a polished, professional, and organized office environment
• Manage CRM and update client profiles
• Continuously evaluate and improve internal processes that impact the client journey

Email & Account Engagement Specialist

We are looking for an Email & Account Engagement Specialist to build and manage email campaigns through Salesforce Account Engagement (Pardot) and support other digital marketing initiatives. We have an extreme focus on client care and experience, making sure every client is served to the highest standard of excellence. This person will help us deliver clear, on-brand communication to prospects and clients, optimize engagement, and enhance automation across our marketing systems.

 

Minimum Requirements:

• A+ player
• Internal drive to succeed
• Strong follow-through on accuracy, deadlines, and performance
• Experience or relevant experience with Salesforce Account Engagement (Pardot), Marketing
• Cloud, Mailchimp, Keap, or other similar platforms
• Strong writing and editing skills
• Clear, professional, and client-friendly communication style
• Comfortable using email builders such as Canva or AI tools
• Detail-oriented, organized, and efficient
• Ability to manage multiple campaigns and deadlines
   

Main Responsibilities:

• Write, design, and schedule email campaigns in Salesforce Account Engagement
• Build and maintain engagement journeys, automation rules, and lead scoring
• Ensure branding and messaging are consistent across all emails, templates, and layouts
• A/B test subject lines, send times, content, and user journeys
• Help manage newsletters, workshop follow-ups, webinar emails, and event sequences
• Create and maintain landing pages, forms, and RSVP automations in Salesforce
• Support content creation efforts for digital marketing and internal campaigns
• Collaborate with advisors and operations to ensure accuracy in messaging
• Segment recipient lists using Salesforce data and engagement history
• Maintain clean contact data, suppression lists, and compliance standards
• Monitor campaign success to improve future campaigns and user experience

At Peak Retirement Planning, we don’t just hire for open positions—we hire for impact. If you’re world-class at what you do and you resonate with our Peak Principles, we want to hear from you.

If you didn’t see the perfect role listed on our careers page but you know you can drive results, solve hard problems, and help raise our standards, this is your chance to stand out.

Fill out this quick application and tell us how you fit into our mission and why we’d be crazy not to bring you on to our team.

We review every submission personally. If there’s a fit now, we’ll reach out. If not, we’ll keep your information on file for future opportunities—we’re always looking for A+ players to join our team.