Financial Advisor

Financial Advisor – If you’ve built a strong track record driving new business but are still waiting for the chance to fully lead client relationships, this is your opportunity to step into a role where you own both the strategy and the outcome—with no ceiling on your growthAbout Peak AmericanPeak American is one of the fastest-growing Registered Investment Advisors (RIAs) in the country, and for good reason: we’re reshaping the way advisors serve clients—and how they’re supported, trained, and compensated.We’ve 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 No outdated sales quotas.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 aren’t 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 relationships—so you can grow your business and your impact without compromise.Who We AreWe’re a client-first, advisor-empowered firm on a mission to help families build lasting financial legacies—and to help advisors build careers worth being proud of.We believe financial advice should be deeply personal, not transactional. That’s 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 results—not 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 You’ll DoLead meaningful conversations to understand each client’s values, goals, and financial challengesBuild comprehensive strategies across investments, insurance, retirement, tax and estate planningGrow your business through a mix of proactive outreach, referrals, and qualified leads from our internal teamDeliver a seamless, white-glove client experience from first meeting through long-term relationship managementParticipate in ongoing sales and planning training to sharpen your edge and stay at the top of your gameOperate with autonomy—supported by world-class tools, marketing, and back-office infrastructureWhat You Can ExpectAdvisor Equity – Own a piece of what you help build. (Ask us why this matters.)Year 1 Compensation: $150,000–$200,000 ($85K Year one 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 stackA culture of excellence built for driven professionals—not order-takersYou’ll Be a Great Fit If You Are...Gritty – You outwork, outlearn, and outlast the averageSales-Driven – You understand success comes from conversations and conversionsCoachable – You crave feedback, practice deliberately, and want to growGoal-Oriented – You don’t just want a job; you want a life-changing opportunityConfident Communicator – You love asking deep questions, listening, and leadingYour Background Sets You Apart2+ years of success in high-performance, financial or consultative salesProven track record in relationship-driven roles where trust and value matterConfident communicator—comfortable presenting in person, virtually, and over the phoneTech-savvy: skilled with financial planning tools (e.g., eMoney), CRMs, and Microsoft OfficeSeries 65 or 66Life & Health license (or ability to obtain within 60 days)Must be authorized to work in the U.S. without current or future visa sponsorshipReady to Bet on Yourself?Apply now—or message us directly to see if you qualify. This isn’t for everyone. But if you’re ready to work, grow, and win, this might be exactly what you’ve been looking for.