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:
Collect, analyze, and interpret data from multiple sources to identify trends and opportunities
Conduct in-depth analysis of both internal and external data such as performance metrics and competitor insights to identify strategic opportunities and risks
Develop dashboards, reports, and visualizations to communicate insights to leadership
Partner with advisors and leadership to translate business questions into analytical solutions
Monitor key performance indicators (KPIs) and provide recommendations for improvement
Support strategic planning with forecasting, modeling, and scenario analysis
Skills Required
- Collect, analyze, and interpret data from multiple sources to identify trends and opportunities
- Conduct in-depth analysis of internal and external data including performance metrics and competitor insights
- Develop dashboards, reports, and visualizations to communicate insights to leadership
- Partner with advisors and leadership to translate business questions into analytical solutions
- Monitor key performance indicators (KPIs) and provide recommendations for improvement
- Support strategic planning with forecasting, modeling, and scenario analysis
- Elite work ethic, high drive, and ability to produce high-quality results independently (A+ Player)
- Servant-hearted, team-first attitude and willingness to go above and beyond for colleagues and clients (Foxhole Team Member)
- Growth mindset, excitement for fast-paced startup environment and long-term commitment (Rocketship Mentality)
