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).
Find the perfect seat on the bus
Assist team in maintaining standards of excellence
Perform administrative tasks to support the daily functions of other team member
Maintain efficiency across all daily business functions
Carry out assigned tasks in a timely and excellent manner
Preserve an organized, structured work environment for the team
Skills Required
- Elite work ethic; extremely hard worker
- Grit and ability to get things done
- Independent; does not need to be told twice
- Servant's heart; team-first attitude
- Provide white-glove service to clients
- Growth mindset and long-term commitment to company
- Perform administrative tasks to support daily functions
- Maintain efficiency across daily business functions
- Carry out assigned tasks in a timely and excellent manner
- Preserve an organized, structured work environment
