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 Responsibilities:
Get things done
Serve as a behind-the-scenes anchor to ensure everyone on the team can operate at their best
Own delegated tasks from start to finish with minimal supervision
Support project management by tracking deadlines, deliverables, and team accountability
Maintain efficiency across all daily business functions
Skills Required
- Complete delegated tasks from start to finish with minimal supervision
- Support project management by tracking deadlines, deliverables, and team accountability
- Maintain efficiency across daily business functions
- Track advisor performance metrics and business data
- Coordinate prospect and client scheduling
- Maintain standards of excellence and demonstrate strong execution
- Provide white-glove service and support team members
