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:
Managing our end-to-end recruiting process
Sourcing, screening, and interviewing candidates
Coordinating interviews and hiring processes with department leaders
Working with local colleges to find top talent in their financial planning programs
Maintaining candidate pipelines and recruitment databases
Assisting with job postings and employer branding initiatives
Providing a great candidate experience throughout the hiring process
Skills Required
- Manage end-to-end recruiting process
- Source, screen, and interview candidates
- Coordinate interviews and hiring with department leaders
- Work with local colleges to recruit financial planning talent
- Maintain candidate pipelines and recruitment databases
- Assist with job postings and employer branding initiatives
- Provide a great candidate experience throughout the hiring process
- High-drive A+ player mindset (grit, extreme work ethic, self-directed)
- Servant/team-first attitude and commitment to company growth
