Top 2 Paraplanner Jobs in Delaware Oh

Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
- $50,000 - $100,000 a year
- Full-time
- No experience needed
- In-person
- Entry level

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Certified Financial Planner
WealthBridge Financial Group —Columbus, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$125,000 - $185,000 a year
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Personal Financial Counselor; Mansfield, OH
Magellan Health —Mansfield, OH
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus…
$58,440 - $93,500 a year

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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

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Paraplanner

Peak Retirement Planning, Inc. -
Columbus, OH

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Job Details

Full-time
$50,000 - $100,000 a year

Qualifications

Investment advisory support
Serving clients
Financial plan development
No experience needed
Financial client presentations
Tax compliance reporting
Entry level

Full 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 Responsibilities:

No Experience Needed
The ability to earn your Series 65 and Life & Health license
CFP® candidate or actively pursuing CFP® certification
Interest in obtaining the CKA® Credential
Prepare financial plans, tax reports, and meeting presentations for advisors
Attend client meetings and provide real-time support to advisors
Handle miscellaneous tasks as assigned to support advisor productivity
Receive extensive mentorship and training to develop into a financial planner
Focus exclusively on service, not sales

Pay: $50,000.00 - $100,000.00 per year

Work Location: In person

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