Peak-options Private Wealth Management certified, not-for-profit business development group designated by the United States Department of the Treasury as a Community Development Financial Institution (CDFI). Today, Peak-options Private Wealth Management is America’s most comprehensive financing and technical support organization exclusively serving individuals, companies, and business with supply-chain contracts. With a proven track record and unrivaled experience, Peak-options Private Wealth Management’s products operate within existing regulatory frameworks, creating secure and compliant exposure for investors.

If you’re ready to take your career to the next level and to join a team where you can help move a business forward in an industry that is evolving at a breakneck speed, then Peak-options Private Wealth Management might be the right place for you!

Current Job Openings

Commission Based Payment Manager (Actively Hiring, Remote)
Florida, United States

Commission Based Accounting Clerk (Actively Hiring, Remote)
Florida, United States

Financial Reporting Analyst
Florida, United States

Senior Associate, Fund Accounting
Florida, United States

Analyst, Investor & Product Solutions
Florida, United States

Analyst, Investor Relations
Florida, United States

Regulatory Counsel
Florida, United States

Director, Digital Marketing
Florida, United States

Associate, Operations
Florida, United States

As a result, we're able to employ all aspects of your wealth to work jointly in meeting your personal and family goals.


Wealth Management

is a process, and for it to be performed correctly, they are certain steps we do not take lightly:


Investment Consulting

Our years of expert industry experience allow us to develop plans that are highly personalized and coordinated to your unique portfolio.


Advanced Planning

Going beyond investment consulting is how we create a financial future that satisfies you for the long term. This step addresses primary concerns, such as wealth enhancement, wealth transfer, wealth protection, and charitable giving.


Relationship Management

Creating lasting, long-term relationships with clients is our main priority. As a boutique financial service, we focus our attention on the few clients we work with. Our consultative process is important to us - it gives us the chance to get to know you. We coordinate with your professional services team, including tax, legal, and other advisors to ensure true collaboration.

Using the wealth management formula, we provide comprehensive services that range from investment strategy, family, and philanthropic planning to concierge services and money management, and are woven together to build financial prosperity and peace of mind.

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