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:
Greet clients warmly and professionally as they arrive at our office
Manage day-to-day office operations, including supplies, equipment, and facilities
Handle incoming calls, emails, and correspondence in a timely and professional manner
Schedule and coordinate meetings, appointments, and travel arrangements
Maintain organized filing systems, both electronic and physical
Assist with budgeting, invoicing, and expense tracking
Act as a point of contact for both team members and clients
Skills Required
- Elite work ethic; extremely hard worker; gritty; self-directed
- Servant's heart; team-first mentality; provides white-glove client service
- Excited to join a fast-growing startup and demonstrate a growth mindset
- Greet clients warmly and professionally at the office
- Manage day-to-day office operations including supplies, equipment, and facilities
- Handle incoming calls, emails, and correspondence promptly and professionally
- Schedule and coordinate meetings, appointments, and travel arrangements
- Maintain organized electronic and physical filing systems
- Assist with budgeting, invoicing, and expense tracking
- Serve as a primary point of contact for team members and clients
- Long-term commitment mindset (preference for career longevity with the firm)
