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:
No Experience Needed – We offer one of the best advisor training programs in the country.
Attain Series 65 and Life & Health licenses
CFP® candidate or actively pursuing CFP® certification
Interest in obtaining the CKA® Credential
Build financial plans
Attend client meetings and provide support to advisors
Receive extensive mentorship and training to develop into a financial planner
Focus exclusively on serving clients, not sales. No prospecting required, as we have more leads coming to us than we can bring on at this point
Skills Required
- Ability to earn the Series 65 license
- Ability to earn a Life and Health license
- CFP candidate or actively pursuing CFP certification
- Interest in obtaining the CKA credential
- Prepare financial plans, tax reports, and meeting presentations
- Attend client meetings and provide real-time support to advisors
- No prior experience required
