Intern/Aspiring Financial Planner

Peak Retirement Planning, Inc. is one of the fastest-growing financial planning firms in the country, and they are seeking an aspiring financial planner intern. The role involves participating in extensive training programs, gaining real-life experience in financial planning, and developing communication skills through mentorship and structured learning.

What you'll do:

• 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

What they're looking for:

• A+ Player
• Foxhole Team Member
• Rocketship Mentality
• 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

Benefits:

• 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