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:
Client-first approach to sales with a servant-hearted confidence
Strong people skills, charisma, and the ability to connect with prospects/clients
Bring on new clients to the firm
Present at educational workshops in the community
Attain Series 65 and Life and Health
CFP® candidate or actively pursuing CFP® certification
Interest in obtaining the CKA® Credential
Skills Required
- Client-first approach to sales with servant-hearted confidence
- Strong people skills, charisma, and ability to connect with prospects and clients
- Ability to bring new clients to the firm
- Ability to present at educational workshops in the community
- Obtain Series 65 license
- Obtain Life and Health license
- Be a CFP candidate or actively pursue CFP certification
- Interest in obtaining the CKA credential
