Associate Advisor

About the Role

Peak Solutions Financial is seeking an enthusiastic, career-minded Associate Retirement Advisor to join their growing team in Campbell, California. This is a full-time, salaried position offering professional training, mentorship, and company-provided appointments. The role focuses on building relationships and helping clients navigate important financial decisions, with opportunities for additional commission-based compensation.

Key Responsibilities

• Attend and participate in weekly in-person educational events, including retirement workshops, school presentations, and community seminars.
• Conduct scheduled Zoom consultations with prospective clients.
• Meet clients in person throughout the South Bay and surrounding communities.
• Build professional relationships with educators, school employees, public-sector professionals, and prospective retirees.
• Gather financial information and assist with retirement income assessments and planning presentations.
• Learn to explain pension benefits, retirement accounts, income strategies, and available financial solutions.
• Coordinate follow-up meetings and maintain organized client records.
• Work alongside experienced leadership to develop retirement planning knowledge and client consultation skills.
• Progressively assume greater responsibility for client relationships and financial product recommendations as licensing, training, and experience permit.

Requirements & Tech Stack

• Strong interpersonal, communication, and presentation skills.
• Confidence conducting both virtual and face-to-face client meetings.
• Comfortable speaking with individuals and presenting information to groups.
• Strong organizational skills and professional follow-through.
• Self-motivated, dependable, and eager to develop new skills.
• Interested in building a long-term career in financial services.
• Valid driver’s license.
• Access to a reliable personal vehicle for local travel.
• Ability and willingness to travel locally throughout the South Bay and surrounding Bay Area communities.
• Willingness to complete required licensing, training, and professional development.
• Occasional hybrid flexibility for virtual consultations and administrative tasks.

Qualifications

• Previous experience in sales, banking, insurance, financial services, or another relationship-focused profession is preferred.
• An active California life insurance license is preferred but not required. Candidates who are not currently licensed must be willing to obtain the appropriate insurance license as part of their professional development and employment requirements.

What We Offer

• Competitive Base Salary: $55,000–$65,000 annually, depending on experience and qualifications.
• Potential Additional Commissions: Based on performance, appropriate licensing, and increasing responsibilities.
• Training Provided: Structured, hands-on training covering retirement planning concepts, pension systems, financial products, client consultations, and the company's advisory approach.
• Company-Provided Appointments: Established marketing systems generate prospective client appointments.
• Direct Mentorship: Work directly with the company’s founder.
• Career Advancement: Opportunities to progress toward an independently producing advisor role.
• Employment Type: Full-Time, Salaried (W-2).
• Location: Campbell, California.