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Peak Financial Jobs (NOW HIRING)

Peak Financial Freedom Group

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Receptionist / Client Service Specialist

Roseville, CA · On-site

$25 - $27/hr

Highly organized and detail-oriented Company Description Peak Financial Freedom Group is a fast growing financial planning firm in Roseville, CA. The co-founders of the company have over 50 years of ...

Peak Financial Freedom Group

Be Seen First

Receptionist / Client Service Specialist

Roseville, CA · On-site

$25 - $27/hr

Highly organized and detail-oriented Company Description Peak Financial Freedom Group is a fast growing financial planning firm in Roseville, CA. The co-founders of the company have over 50 years of ...

Peak Financial Freedom Group

Be Seen First

Receptionist / Client Service Specialist

Roseville, CA · On-site

$25 - $27/hr

Highly organized and detail-oriented Company Description Peak Financial Freedom Group is a fast growing financial planning firm in Roseville, CA. The co-founders of the company have over 50 years of ...

Peak Energy

Finance Analyst

Broomfield, CO · On-site

Peak Energy Job Title: Financial Analyst Location: Broomfield, CO Department: Finance Reports To: Finance Manager Position Type: Full-Time About Peak Energy Peak Energy is the first American venture ...

Peak Energy

Engineering Finance Analyst

Burlingame, CA · On-site

Peak Energy Job Title: Engineering Finance Analyst Location: Burlingame, CA Department: Finance Reports To: VP of Finance Position Type: Full-time About Peak Energy Peak Energy is the first American ...

Planful

Marketing Operations Manager

$115K - $125K/yr

The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics.

Planful

Sales Development Representative

$50K/yr

The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics.

MarcJax,LLC

Regional Manager

Detroit, MI

$80K - $85K/yr

Your mission is to ensure every stand in your market delivers mind-blowing customer service, maintains blistering speed, and hits peak financial performance. What You'll Do * Lead & Inspire: Oversee ...

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All JobsPeak Financial Jobs

Peak Financial information

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$25K

$65.2K

$132K

How much do peak financial jobs pay per year?

As of Jun 11, 2026, the average yearly pay for peak financial in the United States is $65,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What is the difference between Peak Financial vs Financial Advisor?

AspectPeak FinancialFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCertifications like CFP, CFA often required
Work EnvironmentFinancial firms, advisory firms, banksFinancial firms, independent practices, banks
Industry UsageUsed in financial planning and investment firmsCommonly used across financial planning and wealth management

Peak Financial typically refers to a specific firm or brand, whereas a Financial Advisor is a professional role across various firms. Both roles often require similar certifications and work in comparable environments, focusing on financial planning and investment advice. The main difference lies in Peak Financial being a company name, while Financial Advisor describes a professional position in the industry.

What cities are hiring for Peak Financial jobs? Cities with the most Peak Financial job openings:
Infographic showing various Peak Financial job openings in the United States as of June 2026, with employment types broken down into 83% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $65,227 per year, or $31.4 per hour.

Receptionist / Client Service Specialist

Peak Financial Freedom Group

Roseville, CA • On-site

$25 - $27/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

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Job description

Essential Duties and Responsibilities

  • Answering the phone, screening calls and transferring calls appropriately
  • Conducting business in a service orientated manner that is attentive, respectful, friendly and kind when serving clients and colleagues
  • Maintaining relationships with clients, prospects, vendors, venues, and other business partners
  • Running office errands, ordering office supplies and kitchen inventory
  • Supporting the Servicing/Processing Department and Marketing Department with clerical errands and tasks such as but not limited to, preparing for monthly large business events, quarterly client events, and handling of sensitive client material
  • Scheduling/confirming appointments for prospects and clients, promptly entering sensitive client information and data into database
  • Greeting clients, offering a beverage upon arrival, preparing cookies for appointments
  • Cleaning up and maintaining conference rooms for client meetings, maintaining kitchen and copy room
  • 40 wpm certification

Education and Experience

  • High School diploma required – college education preferred
  • Knowledge of computers and applications such as Microsoft Outlook, Excel and Office
  • Knowledge of customer service principles and practices

Key Competencies

  • Exceptional interpersonal and written communication skills
  • Professional personal presentation   
  • Customer service orientation  
  • Initiative and reliable  
  • Analytical and innovative problem-solver
  • Highly organized and detail-oriented

Company Description

Peak Financial Freedom Group is a fast growing financial planning firm in Roseville, CA. The co-founders of the company have over 50 years of experience in the financial industry, are Amazon best-selling authors, hosts of their own radio show, and hosts of their own television show, heard/seen every week. Peak works closely with retirees and pre-retirees in the community to develop and design personal written comprehensive retirement income plans that protect and grow the clients' assets to create dependable income and avoid unnecessary risks. Peak is looking for individuals who are driven, committed and have a great work ethic. Due to the growth of our company, the possibility for advancement will be available to those who show dedication and excel at their position.