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© All Rights Reserved. ApplyBlast.com
Peak FP
Peak Financial Planning is seeking an Associate Financial Planner to join their fully remote team, focusing on technical retirement income planning without sales quotas. This role provides a structured path to advance to a full Financial Planner position within approximately 12-18 months through hands-on experience with complex client plans and specialized training. The position is ideal for individuals with 1-2 years of financial services experience who are pursuing CFP certification and seeking depth in planning expertise.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Peak FP.