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:
Ensure every client interaction is warm, welcoming, and exceeds expectations
Greet clients and ensure they feel appreciated and valued during every visit
Plan and coordinate client events, appreciation initiatives, and office visits
Maintain a polished, professional, and organized office environment
Assist with streamlining internal processes and workflows
Coordinate and track ongoing projects to ensure timely completion
Work closely with client experience team for efficiency in communication and tasks
Skills Required
- Elite performer; extremely hard worker with grit and drive to get things done
- Self-directed; does not need to be told twice what to do
- Servant's heart and team-oriented mindset; willing to go above and beyond for teammates
- Provide white-glove service and exceptional client experiences
- Growth mindset and excitement to join a fast-growing startup with long-term commitment
- Ensure every client interaction is warm, welcoming, and exceeds expectations
- Greet clients and ensure they feel appreciated and valued during visits
- Plan and coordinate client events, appreciation initiatives, and office visits
- Maintain a polished, professional, and organized office environment
- Assist with streamlining internal processes and workflows
- Coordinate and track ongoing projects to ensure timely completion
- Work closely with the client experience team for efficient communication and task execution
