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 and visitors with a warm, friendly smile upon arrival
Answer phone calls and direct inquiries to the appropriate team members
Maintain a tidy, professional, and welcoming front office environment
Manage meeting room setups, client check-ins, and hospitality
Assist with scheduling, confirming appointments, and basic admin tasks
Support the operations team with light clerical responsibilities
Deliver an exceptional first impression to everyone who walks through our door
Skills Required
- Greet clients and visitors with a warm, friendly smile upon arrival
- Answer phone calls and direct inquiries to appropriate team members
- Maintain a tidy, professional, and welcoming front office environment
- Manage meeting room setups, client check-ins, and hospitality
- Assist with scheduling, confirming appointments, and basic administrative tasks
- Support the operations team with light clerical responsibilities
- Deliver an exceptional first impression and white-glove client service
- Strong work ethic, grit, and ability to execute without close supervision (A+ player)
- Team-oriented with a servant's heart and willingness to go above and beyond
- Growth mindset and long-term commitment to the company
