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:
Willingness to pursue professional development and industry certifications
Assist in break-fix solutions
Data and systems administration
Web design and automation building, using tools such as Zapier, Salesforce Flow, Make, and more
Work closely with leadership for mentorship and training
Take part in personal and professional development experiences
Skills Required
- Willingness to pursue professional development and industry certifications
- Assist with break-fix solutions
- Perform data and systems administration
- Build websites and workflow automations using tools such as Zapier, Salesforce Flow, and Make
- Work closely with leadership for mentorship and training
- Participate in personal and professional development experiences
