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At Peak Retirement Planners , our only purpose is to help our clients successfully manage and diversify their wealth and secure their financial futures. Our success comes from the desire and instinct to approach every client connection with the goal of building long-term relationships founded more on family than business. Our organization was founded on a set of core values that include collaboration, vision, and trust, and our greatest strength is our team. Every member is vital to our success, and we strive to maintain a culture that offers stability, opportunity, and a sense of pride at the end of the workday. Peak Retirement Planners serves high-net-worth individuals who understand that without a plan, their wealth is at risk and their financial future is uncertain.
As we continue to grow it’s critical that we build a team of like-minded and driven individuals focusing on the client and the company collective. In this spirit of teamwork and growth, we are seeking a Client Planning & Relationship Manager to join our team in our Louisville office. We specialize in developing sound retirement strategies, and our Planning & Relationship Manager is often the first point of contact with potential clients. As such, this role is the most important mechanism we possess in creating and maintaining lifelong client connections. This position is ideal for someone who can focus on the details while switching gears often, and who wants to gain experience in financial planning while learning the life cycle of the business.
If you’re looking for more than just your next job and want to contribute to an organization with integrity, ambition, and a sincere desire to effect lasting change, please apply today for immediate consideration!
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