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 Responsibilities:
An Advisor's dream: Build client plans, serve clients, and coach advisors – that is 90%+ of the job. No prospecting or sales is required, as we have more leads than we can bring on right now. No back-office work is needed, such as paperwork and handling routine client service requests, as our client service team handles all of that.
Attain Series 65 and Life & Health licenses
CFP® professional or actively pursuing CFP® certification
Opportunity to obtain the CKA® Credential
We offer one of the best advisor training programs in the country
We offer our advisors a career path to earn $200k+ and share in our firm's growth through profit sharing
Skills Required
- Attain Series 65 license
- Attain Life & Health licenses
- Hold CFP® certification or actively pursue CFP® certification
- Interest in obtaining the CKA® Credential
- Work directly with clients to deliver personalized financial planning and service
- Complete an in-depth training program to develop technical knowledge and skills
- Deliver financial planning recommendations and support implementation
- Maintain ongoing client relationships and help clients pursue financial goals
