Careers

We are always looking for good people to join the Old Peak Finance team.

Please check back for future career opportunities or contact us with questions.

Working at Old Peak Finance

Our clients are busy and want a trusted partner who listens and helps them achieve their financial goals. We provide comprehensive financial planning to executives and retirees.

As fiduciaries, we take an oath to put each client's interests first. Everything we do is tailored to their needs and goals, providing a unique financial plan for more than 100 clients.

We invite you to grow your career with Old Peak Finance, explore professional development opportunities, and enjoy an enriching work environment.

Benefits

• Salary paid 2 x / month.
• 401(k) safe harbor match.
• High-deductible health care plan coverage paid for by Old Peak. We will also contribute to an HSA.
• 3 weeks vacation annually.
• Hybrid office work schedule.

Professional Development

• Professional dues paid:
  • CFP®
  • NAPFA
• Professional development budget

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