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Peak Financial Partners Jobs in Indiana (NOW HIRING)

Host - EM

Indianapolis, IN · On-site

$13.50 - $18/hr

... financial partners, all in different but meaningful ways. Description As the first team member a ... Check the reservation list and coordinate with Managers to anticipate guest flow, peak times, and ...

Host Flexible Hours

Fort Wayne, IN · On-site

$13.75 - $18.50/hr

... financial partners, all in different but meaningful ways. Description As the first team member a ... Check the reservation list and coordinate with Managers to anticipate guest flow, peak times, and ...

... partners. * Client-Obsessed. You build lasting relationships with financial institutions and serve ... You establish standard operating procedures that keep internal teams operating at peak efficiency.

... peak registration months. Job Duties: Manage all aspects of financial aid appeals. Operate the ... a community partner. All qualified applicants will receive consideration for employment ...

New

At MFA, team members are empowered to be strong customer partners and forward-thinking stewards of ... during peak seasons and high demand periods * Track expenses and support location financial ...

... partnership professional with experience building relationships and securing financial support. The ... Typical business work hours, may be adjusted during peak times and flexibility is need for evening ...

... partnership professional with experience building relationships and securing financial support. The ... Typical business work hours, may be adjusted during peak times and flexibility is need for evening ...

Tax & Audit Staff Accountant

Richmond, IN · Hybrid

$51K - $69K/yr

Prepare partnership, S corporation, and individual tax returns * Assist with tax projections and ... Analyze financial data and assist with internal control testing * Collaborate with engagement teams ...

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Peak Financial Partners information

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 key skills and qualifications needed to thrive as a financial advisor at Peak Financial Partners?

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 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.

What are popular job titles related to Peak Financial Partners jobs in Indiana?

For Peak Financial Partners jobs in Indiana, the most frequently searched job titles are:

What cities in Indiana are hiring for Peak Financial Partners jobs?

Cities in Indiana with the most Peak Financial Partners job openings:

Director of Financial Aid Support and Student Experience

Ivy Tech

Indianapolis, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


Job description

The Director of Financial Aid Support and Student Experience serves as the financial aid content owner and subject matter expert for student-facing financial aid information at Ivy Tech Community College. The position is accountable for ensuring that what students are told about financial aid-on the College's financial aid web pages, in system-generated communications, and in responses to their questions-is accurate, current, compliant, and understandable. Working in partnership with the Systems Office Marketing and Communications team, the position supplies the financial aid expertise behind proactive outreach to current and prospective students. Working with the Financial Aid Systems team, it ensures financial aid offers and other automated communications are written in plain language. The position maintains the College's financial aid consumer information disclosures, sets the standards and processes by which student electronic communications are answered, and supervises one or more Assistant Directors of Financial Aid Support who assist campus financial aid staff in responding to students.

MAJOR RESPONSIBILITIES:

  • Maintain the accuracy, currency, and accessibility of financial aid content on the College's website, including the net price calculator, the financial aid artificial intelligence chatbot, and the financial aid video library, consistent with institutional web governance and brand standards.

  • Ensure the College's consumer information disclosures are complete, current, and compliant with federal requirements, and coordinate the annual review and republication of required disclosures.

  • Serve as the financial aid subject matter lead for a proactive financial aid communications campaign reaching current and prospective students across the financial aid lifecycle, developed and delivered in partnership with the Systems Office Marketing and Communications team.

  • Partner with the Financial Aid Systems team to ensure that financial aid offers, award notifications, tracking requirements, and other system-generated communications are accurate, plain-language, and understandable to students and families.

  • Establish statewide standards, processes, and service expectations for responding to student electronic communications, including response-time targets, escalation paths, tone and accuracy standards, and quality review.

  • Supervise one or more Assistant Directors of Financial Aid Support who assist campus financial aid staff in responding to student email and other electronic inquiries.

  • Monitor volume, response time, and resolution outcomes for student electronic communications; report results regularly and use findings to improve content, systems, and staffing decisions.

  • Develop and maintain templates, knowledge base content, and response guidance so that students receive consistent answers regardless of which campus or staff member responds.

  • Provide training and ongoing guidance to campus financial aid staff on communication standards, tools, and required disclosures.

  • Collect and analyze student feedback on financial aid communications and the student experience, and recommend improvements to content, technology, and process.

  • Serve as a resource to campus financial aid directors on student communication, outreach, and consumer information matters, and coordinate statewide messaging during peak cycles and regulatory changes.

  • Represent the Office of Financial Aid and Student Accounts on institutional workgroups related to student communications, enrollment, web governance, and student experience, contributing financial aid subject matter expertise.

This is not to be construed as an exhaustive list. Other duties logically associated with this position may be assigned. All responsibilities will be conducted within the parameters of the Family Educational Rights and Privacy Act (FERPA), other applicable regulatory requirements, and professional standards.

Supervision Received: Executive Director of Campus Financial Aid Operations

Supervision Given: One or more Assistant Directors of Financial Aid Support

Hiring Range: $65,000 to $75,000

MINIMUM QUALIFICATIONS:

  • Bachelor's degree required.

  • Three or more years' experience in financial aid administration, student communications, or a closely related student services function.

  • Demonstrated experience developing student-facing content, web content, or communications campaigns.

  • Working knowledge of federal financial aid programs and the consumer information requirements applicable to Title IV participating institutions.

  • Demonstrated ability to translate complex regulatory and financial information into clear, plain-language communication for students and families.

  • Demonstrated ability to exercise independent judgment and to establish and enforce consistent service standards across multiple locations.

  • Must demonstrate ability to build and maintain strong, authentic relationships with students, colleagues, and campus leadership.

  • Proficiency with standard office productivity software and content management tools.

PREFERRED QUALIFICATIONS:

  • Master's degree preferred.

  • Experience supervising professional staff preferred.

  • Experience with Ellucian Banner, a customer relationship management platform, or a student communications platform preferred.

  • Experience administering or maintaining a net price calculator, chatbot, or similar student-facing technology preferred.

  • NASFAA Professional Credentials or Certified Financial Aid Administrator (FAAC) designation preferred.

  • Experience in a multi-campus or systemwide environment preferred.

OTHER REQUIREMENTS:

Occasional travel among Ivy Tech campuses and to statewide meetings is required. Occasional evening or weekend work may be required during peak financial aid cycles.

Ivy Tech is committed to supporting the well-being, growth, and financial security of our full-time faculty and staff. Our comprehensive benefits package includes:

Health & Wellness

  • Multiple medical plan options paired with a Health Savings Account with a generous employer contribution

  • Dental plan with no-cost preventive services and coverage for orthodontia

  • Vision plan with low-cost exams and allowances for glasses or contact lenses

  • Employee Assistance Program offering no-cost confidential counseling sessions, legal consultations, financial planning consultations, and other resources

  • Wellness program with opportunities to earn $250 in Wellness Rewards

  • Flexible Spending Accounts for healthcare (limited purpose) and dependent care

Retirement & Financial Security

  • 10% employer retirement contribution, fully vested after two years

  • Basic life insurance equal to annual salary paid by the College, with optional supplemental coverage

  • Short-term and long-term disability benefits

Educational Benefits

  • Fee remission for employees, spouses, and dependent children

  • Tuition assistance for undergraduate, graduate, and doctoral programs

  • Paid professional development opportunities

WorkLife Balance

  • Generous paid time off, including vacation, sick leave, holidays, and winter recess

  • Flexible work arrangements where available

  • Paid childbirth recovery leave (8 weeks)

  • Paid parental leave (4 weeks)

Additional Perks

  • Eligibility for Public Service Loan Forgiveness

  • Additional discounts on gym memberships, transportation, and various retail services

Ivy Tech is proud to offer benefits that support your health, your family, and your future-because when our employees thrive, our students and communities thrive too. For more information on Ivy Tech Benefits, visit https://careers.ivytech.edu/benefits.

Note: Employees who re-hire with the College within 180 days of leaving a full-time position with the College may be eligible for additional benefits depending on their bridged seniority date.


Ivy Tech Community College is an accredited, equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, national origin, marital status, religion, sex, gender, sexual orientation, gender identity, disability, age or veteran status. As required by Title IX of the Education Amendments of 1972, Ivy Tech Community College does not discriminate on the basis of sex, including sexual harassment in its educational programs and activities, including employment and admissions. Questions specific to Title IX may be referred to the College's Title IX Coordinator or to the US Department of Education Office of Civil Rights.