Work with PEAK

Current Positions Open:

Financial Advisor

Events Coordinator

Marketing Intern

At Peak American Financial, we believe that how we do business matters just as much as what we do. For over three decades, we’ve helped families preserve, grow, and pass on their wealth—guided by timeless principles, a steadfast commitment to excellence, and a heart for service.

We are not your average financial firm. We offer our clients a concierge-level experience, where trust, discretion, and long-term relationships are at the center of everything we do. That same commitment extends to our team. When you join Peak, you become park of our Peak Family.  We celebrate the people who work here and we are committed to a healthy work environment.

• Tradition with Vision
We honor the past while preparing clients for the future. Our firm is built on proven financial wisdom, yet we embrace innovation where it enhances our service and client outcomes.

• A Boutique Environment
From the moment clients walk through our doors, they sense the difference—white-glove service, personalized strategies, and a team that truly cares. That same attention to detail and care is reflected in how we treat each team member.

• Meaningful Work
Our advisors and staff don’t just manage money—they make a difference. We help families retire with dignity, reduce tax burdens, navigate legacy planning, and invest with clarity and confidence.

• Opportunity for Growth
We are growing—carefully and intentionally. That means there is room for advancement, mentorship, and making your mark. Whether you’re a seasoned professional or a rising star, we provide a platform to build a career of significance.  We love promotion!

• Culture of Excellence
We work hard, expect integrity, and celebrate wins—both big and small. Our team enjoys camaraderie, professionalism, and the satisfaction of doing work that truly matters.

Please submit your resume!  We cannot wait to meeting you!