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:
Serve as the first point of contact for prospective clients and guide them through our process
Communicate the value of financial planning in a clear, compelling way
Follow up with warm leads and referrals to schedule meetings with advisors
Track and manage outreach, follow-ups, and prospect records in our systems
Support marketing and educational events by connecting with attendees and booking follow-ups
Collaborate with advisors to ensure a seamless experience from first contact to onboarding
Participate in ongoing training to improve communication, systems knowledge, and financial literacy
Skills Required
- Serve as first point of contact for prospective clients and guide them through the process.
- Communicate the value of financial planning clearly and compellingly.
- Follow up with warm leads and referrals to schedule advisor meetings.
- Track and manage outreach, follow-ups, and prospect records in internal systems (CRM).
- Support marketing and educational events by connecting with attendees and booking follow-ups.
- Collaborate with advisors to ensure seamless client onboarding and experience.
- Participate in ongoing training to improve communication, systems knowledge, and financial literacy.
- Demonstrate A+ Player traits: high drive, grit, self-directed, elite performance.
- Be a Foxhole Team Member: servant mindset, helps teammates, provides white-glove client service.
- Exhibit Rocketship Mentality: growth mindset, committed long-term, excited by fast growth.
