Peak American Investment Advisors, Inc.
Financial Advisor (Plano)
Peak American Investment Advisors, Inc., Plano, Texas, United States, 75086
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 No outdated sales quotas.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
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