Job Details

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 growth

About Peak American

Peak 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 No outdated sales quotas.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 Are

We'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 Do

• Lead meaningful conversations to understand each client's 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 autonomy—supported 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 ($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 stack
• A culture of excellence built for driven professionals—not order-takers

You'll 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 don't 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 high-performance, financial or consultative sales
• Proven track record in relationship-driven roles where trust and value matter
• Confident communicator—comfortable 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
• Life & Health license (or ability to obtain within 60 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 isn't for everyone. But if you're ready to work, grow, and win, this might be exactly what you've been looking for.