Peak Retirement Planning, Inc. Jobs

Peak Retirement Planning, Inc.

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Team Lead at Peak Retirement Planning, Inc.

Columbus, OH | Full Time
$77k-99k (estimate)
4 Months Ago
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. 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. ...

Lead Financial Planner at Peak Retirement Planning, Inc.

Columbus, OH | Full Time
$77k-99k (estimate)
2 Months Ago
We are one of the fastest-growing financial planning firms in the country, scaling from 1 team member to 40 in less than 4 years. Headquartered in Columbus, Ohio, we serve clients in central Ohio and all across the country with a growing national presence primarily due to our YouTube channel (56k subscribers) and multiple bestselling books published by our Founder & CEO. At Peak, we deeply value doing the best work for our clients by providing a ...
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