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:
Ensure every client interaction is warm, welcoming, and exceeds expectations
Conduct quality checks on every client meeting, call, and experience with our team
Grow lasting, personal relationships with all clients
Greet clients and ensure they feel appreciated and valued during every visit
Prepare and deliver quality reports to the CEO and team with actionable steps for improvement
Maintain a polished, professional, and organized office environment
Manage CRM and update client profiles
Continuously evaluate and improve internal processes that impact the client journey
Skills Required
- Ensure every client interaction is warm, welcoming, and exceeds expectations
- Conduct quality checks on every client meeting, call, and experience with our team
- Grow lasting, personal relationships with all clients
- Greet clients and ensure they feel appreciated and valued during every visit
- Prepare and deliver quality reports to the CEO and team with actionable steps for improvement
- Maintain a polished, professional, and organized office environment
- Manage CRM and update client profiles
- Continuously evaluate and improve internal processes that impact the client journey
