Financial Advisor

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Direct message the job poster from Peak American Financial Companies, Inc.

Recruiter and HR Coordinator at Peak American Financial

Financial Advisor Get Paid What Youre Worth. No Ceilings. No Excuses.

About Peak American

Peak American is one of the fastest-growing Registered Investment Advisors (RIAs) in the country, and for good reason: were reshaping the way advisors serve clientsand how theyre supported, trained, and compensated.

Weve built a firm around integrity, elite service, and long-term partnership. No outdated sales quotas. No product-pushing. Just modern financial advice delivered through a white-glove client experience.

At Peak, advisors arent left to figure it out on their own. We provide qualified leads, full-scale marketing support, cutting-edge planning technology, and the freedom to build real relationshipsso you can grow your business and your impact without compromise.

Who We Are

Were a client-first, advisor-empowered firm on a mission to help families build lasting financial legaciesand to help advisors build careers worth being proud of.

We believe financial advice should be deeply personal, not transactional. Thats why our advisors act as true fiduciaries, uncovering what matters most to each client and delivering tailored solutions with care, clarity, and professionalism.

Our culture is built on collaboration, ambition, and resultsnot ego or red tape. We hold ourselves to a high standard because we serve clients who expect the best. And we give our advisors the tools, coaching, and community to deliver exactly that.

What Youll Do

• Lead meaningful conversations to understand each clients values, goals, and financial challenges
• Build comprehensive strategies across investments, insurance, retirement, tax and estate planning
• Grow your business through a mix of proactive outreach, referrals, and qualified leads from our internal team
• Deliver a seamless, white-glove client experience from first meeting through long-term relationship management
• Participate in ongoing sales and planning training to sharpen your edge and stay at the top of your game
• Operate with autonomysupported by world-class tools, marketing, and back-office infrastructure

What You Can Expect

• Advisor Equity Own a piece of what you help build. (Ask us why this matters.)
• Year 1 Compensation: $150,000$200,000 (base + commission)
• Year 3+ Earning Potential: $250,000+
• Full marketing support at no cost to the advisor (branding, social, appointment-setting tools)
• Access to modern planning software, CRM, and tech stack
• A culture of excellence built for driven professionalsnot order-takers

Youll Be a Great Fit If You Are...

• Gritty You outwork, outlearn, and outlast the average
• Sales-Driven You understand success comes from conversations and conversions
• Coachable You crave feedback, practice deliberately, and want to grow
• Goal-Oriented You dont just want a job; you want a life-changing opportunity
• Confident Communicator You love asking deep questions, listening, and leading

Your Background Sets You Apart

• 2+ years of success in financial services or high-performance, consultative sales
• Proven track record in relationship-driven roles where trust and value matter
• Confident communicatorcomfortable presenting in person, virtually, and over the phone
• Tech-savvy: skilled with financial planning tools (e.g., eMoney), CRMs, and Microsoft Office
• Series 65 or 66 and Life & Health license (or ability to obtain within 90 days)
• Must be authorized to work in the U.S. without current or future visa sponsorship

Ready to Bet on Yourself?

Apply now or message us directly to see if you qualify. This isnt for everyone. But if youre ready to work, grow, and win, this might be exactly what youve been looking for.

Benefits : Medical, Dental, Vision, 401(k), Disability Insurance

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Analyst

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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