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Peak Financial Partners Jobs (NOW HIRING)

Peak Financial Freedom Group

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Receptionist / Client Service Specialist

Roseville, CA · On-site

$25 - $27/hr

Maintaining relationships with clients, prospects, vendors, venues, and other business partners ... Highly organized and detail-oriented Company Description Peak Financial Freedom Group is a fast ...

Peak Financial Freedom Group

Be Seen First

Receptionist / Client Service Specialist

Roseville, CA · On-site

$25 - $27/hr

Maintaining relationships with clients, prospects, vendors, venues, and other business partners ... Highly organized and detail-oriented Company Description Peak Financial Freedom Group is a fast ...

Peak Financial Freedom Group

Be Seen First

Receptionist / Client Service Specialist

Roseville, CA · On-site

$25 - $27/hr

Maintaining relationships with clients, prospects, vendors, venues, and other business partners ... Highly organized and detail-oriented Company Description Peak Financial Freedom Group is a fast ...

The Fifth Avenue Hotel

Director of Finance

Manhattan, NY · On-site

$180K/yr

Partner with leadership to ensure capital expenditure (CapEx) planning supports the hotel's unique ... Flexible schedule, including extended hours during peak financial periods (e.g., month-end close ...

Peak Energy

Engineering Finance Analyst

Burlingame, CA · On-site

... partner with both engineering and supply chain on Peak's product roadmap. This role will report to ... Track and forecast financial impact of lead times, MOQs, pricing ramps, and supplier capacity ...

Peak Energy

Project Finance Manager

Broomfield, CO · On-site

$140K - $200K/yr

... financial models that underpin investment decisions, financing negotiations, and partnership economics across Peak Energy's portfolio. This is a hands-on role where your models will be used in real ...

Peak Energy

Project Finance Manager

Denver, CO · On-site

$140K - $200K/yr

... financial models that underpin investment decisions, financing negotiations, and partnership economics across Peak Energy's portfolio. This is a hands-on role where your models will be used in real ...

Peak Energy

Project Finance Manager

Broomfield, CO · On-site

$140K - $200K/yr

... financial models that underpin investment decisions, financing negotiations, and partnership economics across Peak Energy's portfolio. This is a hands-on role where your models will be used in real ...

Peak Energy

Project Finance Manager

Broomfield, CO

$140K - $200K/yr

... financial models that underpin investment decisions, financing negotiations, and partnership economics across Peak Energy's portfolio. This is a hands-on role where your models will be used in real ...

Planful

Implementation Consultant

The Planful platform, which helps businesses drive peak financial performance, is used around the ... Lead customer and partner enablement sessions, including training, knowledge transfer, and post ...

Planful

Marketing Operations Manager

$115K - $125K/yr

The Planful platform, which helps businesses drive peak financial performance, is used around the ... Partner with internal stakeholders to drive campaign execution from requirements through designing ...

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Peak Financial Partners information

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$25K

$65.2K

$132K

How much do peak financial partners jobs pay per year?

As of Jun 16, 2026, the average yearly pay for peak financial partners 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 are the key skills and qualifications needed to thrive as a Financial Advisor at Peak Financial Partners, and why are they important?

To thrive as a Financial Advisor at Peak Financial Partners, you need a strong background in finance, investment strategies, and financial planning, typically supported by a bachelor’s degree in finance or a related field and relevant certifications like the CFP. Familiarity with financial planning software, CRM systems, and portfolio management tools is crucial for daily operations. Exceptional interpersonal skills, active listening, and trust-building abilities help foster long-term client relationships. These skills ensure accurate financial guidance, client satisfaction, and business growth in a competitive financial services environment.

What is Peak Financial Partners?

Peak Financial Partners is a financial services firm that offers personalized financial planning, investment management, and wealth advisory services. They work with individuals, families, and businesses to develop tailored strategies for achieving financial goals such as retirement planning, asset management, and estate planning. Their advisors typically provide guidance on investments, insurance, tax strategies, and other aspects of financial wellness. The firm emphasizes a client-focused approach, aiming to build long-term relationships based on trust and transparency.

What are the typical career advancement opportunities for employees at Peak Financial Partners?

At Peak Financial Partners, employees often find a clear path for career progression, starting from entry-level analyst or associate roles and advancing toward senior consultant or managerial positions. The company typically supports professional development through mentorship, training programs, and opportunities to work on a diverse range of financial projects. Team members who demonstrate strong performance and leadership skills may also have the chance to move into specialized areas like wealth management, financial planning, or client relationship management. Collaboration with experienced colleagues and exposure to a variety of clients help accelerate professional growth within the firm.

What is the difference between Peak Financial Partners vs Financial Advisor?

AspectPeak Financial PartnersFinancial Advisor
CredentialsCFP, ChFC, or similar certifications often preferredCFP, ChFC, or similar certifications often required
Work EnvironmentFinancial planning firms, corporate offices, or client meetingsFinancial planning firms, banks, or independent practices
Industry UsageUsed by firms like Peak Financial Partners to describe their rolesCommonly used to describe professionals providing financial advice

Both Peak Financial Partners and Financial Advisor roles typically require similar certifications and work in comparable environments. The main difference is that Peak Financial Partners is a specific firm, while Financial Advisor is a general job title used across many organizations. Understanding this distinction helps clarify job searches and industry roles.

More about Peak Financial Partners jobs
What cities are hiring for Peak Financial Partners jobs? Cities with the most Peak Financial Partners job openings:
What states have the most Peak Financial Partners jobs? States with the most job openings for Peak Financial Partners jobs include:
What job categories do people searching Peak Financial Partners jobs look for? The top searched job categories for Peak Financial Partners jobs are:
Peak Financial Partners jobs near you
Infographic showing various Peak Financial Partners job openings in the United States as of June 2026, with employment types broken down into 1% Internship, 3% As Needed, 28% Full Time, and 68% Part Time. 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 19 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.