Paraplanner

and the job listing Expires on March 28, 2026

We are the #1 fastest-growing private company in Columbus, Ohio (According to Inc. 5000), and are quickly becoming one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 40 team members in less than 4 years. Our home office is located in Columbus, OH. At Peak, we seek to integrate Christian values and biblical principles in everything we do – from the standards we hold for our team culture to how we serve our clients, and we encourage advisors on our team to pursue the Certified Kingdom Advisor designation.

We are looking for an A+ Player who is looking to take charge and join a motivated group. If you are not growth-minded, then this is not the job for you. We run fast, work hard, and strive to make a Kingdom impact. This role is for someone looking for a career, not only a 9-5 job.

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. This is an opportunity to join the fastest-growing private company in Columbus
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* No Experience Needed*

• 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
• Interest in obtaining the CKA® Credential
• 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