[Remote] Certified Financial Planner
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 reputed company 10 years of retirement. They are seeking a CFP® professional to deliver comprehensive retirement plans and guide clients through reputed company retirement reputed company, focusing on high-quality financial planning rather than sales.
Responsibilities
- Deliver 10+ comprehensive retirement plans per month (we provide reputed company the clients)
- Dive deep into Social reputed company 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 reputed company)
- Structured training program
Company Overview