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 Requirements:
Calling/texting/emailing prospective clients and current clients to get them scheduled with our financial planners
Keep notes of all calls made in our CRM system
Consistent follow-up with prospects
Perform other duties and projects as assigned
Skills Required
- Make outbound calls, texts, and emails to prospective and current clients to schedule appointments
- Keep detailed notes of all calls in the CRM system
- Consistent follow-up with prospects until scheduled
- Perform other duties and projects as assigned
- A+ player: elite work ethic, gritty, self-motivated, gets things done
- Foxhole team member: servant's heart, team-oriented, delivers white-glove client service
- Rocketship mentality: growth mindset and long-term commitment to company
