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:
Maintain and enhance marketing strategies that bring in prospective clients and grow Peak's brand
Maximize our twelve marketing funnels including: community workshops, TV and radio, podcast, YouTube, and published books
Seek out new opportunities to grow our presence and impact as we scale into a national brand
Ensure the leadership team has accurate reports and dashboards related to marketing performance
Collaborate with internal teams to align marketing with operational and business objectives
Demonstrate consistent alignment with company values in all work and communication
Participate in self-improvement initiatives to grow in your role and better serve the team
Skills Required
- Be an elite, high-performing, self-driven contributor (A+ Player).
- Embody a servant mindset and strong teamwork (Foxhole Team Member).
- Possess a growth-oriented, long-term (rocketship) mentality.
- Maintain and enhance marketing strategies to attract prospective clients and grow brand.
- Manage and maximize twelve marketing funnels including community workshops, TV/radio, podcast, YouTube, and published books.
- Identify and pursue new opportunities to expand national presence and impact.
- Provide accurate marketing performance reports and dashboards to leadership.
- Collaborate with internal teams to align marketing with operations and business objectives.
- Consistently demonstrate alignment with company values in work and communication.
- Participate in self-improvement initiatives to grow in the role.
