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Role:
- Build and maintain retirement income plans using IncomeLab, focusing on tax-efficient withdrawal sequencing.
- Prepare Tax-Efficient Withdrawal roadmaps that coordinate account types, tax brackets, and Social Security timing.
- Support advisor preparation for planning meetings, ensuring accuracy and catching issues before they reach clients.
Requirements:
- 3+ years in financial planning, RIA, or retirement planning with real experience in Roth conversions and tax-aware strategy.
- Familiarity with IncomeLab, Holistiplan, and Nitrogen/Riskalyze, plus strong spreadsheet skills.
- Self-directed for remote work, with strong written communication and attention to detail.
Compensation and Logistics:
- Fully remote in the United States, full-time W-2, 40 hours/week with occasional in-person meetups.
- Base salary of $85,000 to $100,000 plus additional compensation tied to planning quality and trust.
- Benefits include employer health insurance contribution and 401(k) match.
Peak Financial Planning
Peak Financial Planning is a financial planning firm that specializes in retirement income planning, offering deep technical expertise rather than pushing advisors into sales. The firm has 70,000+ YouTube subscribers and generates 100 qualified prospect consultations a month through educational content, with a small team focused on high-quality, complex planning work.