What are the responsibilities and job description for the Intern/Aspiring Financial Planner position at Peak Retirement Planning, Inc.?
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
*No Experience Needed*
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).
*No Experience Needed*
- Peak University - Our three-month advisor training program, consisting of one-hour of training sessions every day with an experienced advisor.
- Peak Bootcamp - Leadership and Professional Development masterclass held every day for the first month.
- Intern Bootcamp - An additional hour each day for interns to have time with experienced advisors to get questions answered and do further advisor training.
- Trainual - Over 120 hours of financial planning training content built exclusively for Peak Retirement Planning, Inc. advisors.
- Sit in on client sessions
- Mock Client Reps - Our training program provides opportunities to practice presenting financial information as an advisor would to a client.
- One-on-one mentorship
- Toastmasters - Interns improve their communication skills through speeches and presentations, while receiving direct feedback from experienced team members.
- Kingdom Advisors Study Group - Learn how to integrate your faith with your finances.
- Life and Health Insurance Exam Prep
- Series 65 Exam Prep
- Real life Experience - Help with preparation of Financial Plans, Tax Reports, and presentations for client meetings. Assisting advisors, as needed, on miscellaneous tasks and fulfill routine client service requests.
- Resources for obtaining the CFP® and CKA® Credential