Job Description

Financial Advisor — Boutique Role for Elite Wealth Professionals

A Firm Built for the Best, by the Best.

At PEAK American Investment Advisors , we serve a distinct type of client— America’s overachievers . These are the disciplined, ambitious, and forward-thinking individuals who set the pace in business, leadership, and life. Based in Plano, Texas, we are a boutique wealth management firm dedicated to helping high-performing families, entrepreneurs, and executives take command of their financial futures with clarity, intention, and precision.

We are not built for everyone—and that’s intentional. Our model is high-touch, results-driven, and tailored to those who expect more from their advisory relationship. We are seeking a seasoned Financial Advisor who isn’t just looking for a book of business—they’re looking for a platform to scale, a team they can count on, and a mission they can believe in.

Why PEAK is Different

Most advisors build alone. At PEAK, you won’t have to.

We offer a turnkey growth platform designed for top-tier professionals. From warm, qualified leads to branded marketing campaigns and direct access to our internal planning and portfolio teams, we clear the path so you can focus on building deep relationships and delivering exceptional value.

Our infrastructure is engineered to support sophisticated needs—without compromising on quality or flexibility. Whether you’re addressing legacy planning, tax efficiency, or long-term wealth strategies, you'll be backed by an experienced, hands-on investment committee and planning team.

This is where elite strategy meets white-glove service.

Who You Serve

You work with America’s overachievers —individuals and families who have earned their success and now want to optimize, preserve, and elevate it. They value performance, discretion, and a partner who understands both the complexity of their world and the speed at which they move.

You’ll help them make the leap from financial success to financial significance.

The Opportunity

• Build a lasting, high-value practice with consistent support and resources
• First-year earnings target of $200K+ , with no cap on income
• Grow into $300K–$500K+ production by year three with our integrated lead system
• Leverage a robust investment and planning platform tailored for complex financial lives
• Collaborate with in-house experts —no silos, no corporate red tape
• Full employee benefits and a competitive base + performance-based compensation

Who We’re Looking For

At PEAK American Investment Advisors, we lead with character. That means acting with integrity, showing respect to others, and always doing what’s right—even when it’s hard. We strive for excellence, not just in outcomes, but in effort—owning our responsibilities, supporting each other, and following through without compromise. And we are committed to competency, pursuing continuous learning, embracing challenges, and improving every single day.

We’re looking for someone who lives these values—not just checks boxes on a résumé.

You bring a will-do mindset and a relentless drive to succeed. You hustle with purpose, adapt without hesitation, and perform under pressure. You communicate clearly, listen actively, and lead with both confidence and humility.

You possess the emotional intelligence to build real relationships and the discipline to execute consistently. You don’t wait for someone to tell you what to do—you take ownership. You hold yourself to a high standard because you know your clients deserve nothing less.

You're not here to coast. You're here to build. To grow. To contribute. You want to be part of a firm that shares your ambition, honors your integrity, and gives you the tools to turn potential into performance.

If you're ready to bring your best—every day—and want to be surrounded by people who do the same, we’d love to meet you.

ESSENTIAL JOB FUNCTIONS

• Engage and inspire : Deliver compelling presentations and confidently connect with prospective clients, including public speaking at large educational seminars and events.
• Drive daily activity : Execute a proactive outbound communication strategy—calls, meetings, follow-ups—with a high sense of urgency and ownership to generate and close new wealth management business.
• Lead client conversations : Schedule and conduct financial planning meetings, follow-ups, and reviews with both prospects and existing clients to drive results and deepen relationships.
• Own the client experience : Host quarterly service meetings to ensure clients are on track, supported, and always receiving value. Be their trusted advisor through every financial milestone and transition.
• Build for the long game : Grow a high-impact book of business through consistency, hustle, and unmatched client service—paving the way for long-term success, personal freedom, and financial rewards.
• Set the standard : Operate with integrity, professionalism, and a commitment to compliance, always adhering to the highest ethical and regulatory standards.

EDUCATION / QUALIFICATIONS / EXPERIENCE

• 3+ years of experience in financial sales roles with a verifiable track record of meeting or exceeding sales targets in a competitive, high-activity environment.
• Proven success using a consultative selling approach to build trust, uncover client needs, and deliver tailored financial solutions.
• Experienced in leading live financial seminars and client events , with confident presentation and public speaking skills.
• Skilled in closing business via phone and virtual platforms such as Teams; strong verbal and written communication is essential.
• Proficient in CRM systems , financial planning tools (e.g., eMoney ), and the Microsoft Office Business Suite.
• Demonstrated sales acumen , business development instincts, and the ability to consistently execute a structured sales process.
• Brings an entrepreneurial spirit , high personal accountability, and a never-quit, will-do attitude that thrives in dynamic, performance-driven environments.
• Legally authorized to work in the U.S.; does not require current or future visa sponsorship.
• Strong preference for candidates who currently hold, or can obtain within 90 days of hire:
• Series 65 or Series 66 (State Investment Adviser Representative license)
• State Life, Health Insurance, and Variable Products licenses

Next Steps

To see if you qualify apply today.

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