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
Answer and direct phone calls with clarity and courtesy
Perform administrative tasks including scanning, data entry, and preparing paperwork
Ensure office supplies are fully stocked and organized
Prepare and send client letters for various communication needs
Support event logistics and help manage supplies and promotional materials
Keep the office environment clean, organized, and presentation-ready
Take miscellaneous tasks off advisors’ plates to free them up for client work
Skills Required
- Greet clients warmly and professionally on arrival
- Answer and direct phone calls with clarity and courtesy
- Perform administrative tasks including scanning, data entry, and preparing paperwork
- Ensure office supplies are fully stocked and organized
- Prepare and send client letters for various communication needs
- Support event logistics and manage supplies and promotional materials
- Keep the office environment clean, organized, and presentation-ready
- Take miscellaneous tasks off advisors' plates to free them for client work
- Demonstrate A+ player traits: elite work ethic, self-driven, gritty, high standards
- Be a foxhole team member: servant heart, goes above and beyond, team-focused
- Adopt a rocketship mentality: growth mindset, excitement for start-up scaling and long-term commitment
