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Pinnacle Elite Financial Planner Jobs (NOW HIRING)

washingtontrust

$110K - $135K/yr

Support the development and delivery of comprehensive financial plans using planning tools such as MoneyGuide Elite, Holistiplan, Luminary, Income Lab, and Microsoft Excel. * Participate in client ...

washingtontrust

$110K - $135K/yr

Support the development and delivery of comprehensive financial plans using planning tools such as MoneyGuide Elite, Holistiplan, Luminary, Income Lab, and Microsoft Excel. * Participate in client ...

Facet

Senior Lead Financial Planner

$135K - $160K/yr

The Future of Financial Planning The Senior Lead Financial Planner role at Facet is unlike any ... Elite Time Management: Effectively and ruthlessly manage your calendar to provide an organized ...

Washington Trust Company

$110K - $135K/yr

... Financial Planner to join our Wealth Management team. In this role, you will create and present ... Develop and deliver sophisticated financial plans using tools such as MoneyGuide Elite, Holistiplan ...

Pinnacle Fertility

FP&A Manager

Scottsdale, AZ · On-site

Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing ... The FP&A Manager will help leadership understand what is driving financial performance, where ...

Pinnacle Fertility Inc.

FP&A Manager

Scottsdale, AZ · On-site

Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing ... The FP&A Manager will help leadership understand what is driving financial performance, where ...

Synovus

Financial Planning Analyst

Atlanta, GA · On-site

... during financial planner's absence. * Prepares federal and state current year tax returns ... this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work ...

ALKU

Senior Strategic Finance Analyst

Andover, MA · On-site

$86K - $107K/yr

The Opportunity Salary + Bonus: $110,000 - $150,000 The FP&A team searching for a Senior Strategic ... Elite financial modeling skills - this person should be able to build a three-statement model or ...

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Pinnacle Elite Financial Planner information

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$50.5K

$96.7K

$139.5K

How much do pinnacle elite financial planner jobs pay per year?

As of Sep 14, 2026, the average yearly pay for pinnacle elite financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What are popular job titles related to Pinnacle Elite Financial Planner jobs?

For Pinnacle Elite Financial Planner jobs, the most frequently searched job titles are:

Infographic showing various Pinnacle Elite Financial Planner job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Financial Planner

Columbus, OH • On-site

Peak Retirement Planning, Inc.
Finance and Insurance • 11 - 50 employees
Learn more about Peak Retirement Planning, Inc.external

$50K - $200K/yr

Full-time

Re-posted 26 days ago

Job description

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone.
What We Look For
  • A+ Player
    • Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
    • Dislikes working with B and C players.
    • Does not need to be told twice what to do.
  • Foxhole Team Member
    • Has a servant's heart and a purpose bigger than themselves.
    • Will help a team member fix a flat on the side of the road at 6am.
    • Goes above and beyond to provide a "White Glove Service" to our clients.
  • Rocketship Mentality
    • Excited to join a fast-growing startup with extreme upside.
    • Growth Mindset in all areas of life - professionally, personally, physically, and spiritually.
    • "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).

Main Requirements:
  • Attain Series 65 and Life & Health licenses
  • CFP® professional or actively pursuing CFP® certification
  • Interest in obtaining the CKA® Credential
  • Work directly with clients to deliver personalized financial planning and service
  • Participate in an in-depth training program to sharpen your skills and build technical knowledge
  • Focus entirely on client service since administrative and operational responsibilities will be handled by our support teams
  • Deliver planning recommendations and support clients through implementation
  • Maintain ongoing relationships with clients to help them stay on track toward their financial goals
  • Serve as a trusted advisor without the pressure of prospecting or cold outreach

Apply