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 Responsibilities:
Manage our firm's data to help us make decisions.
Help us optimize our 13 Marketing Funnels (including community workshops, TV and radio, podcasts, YouTube, and published books) with our national brand.
Great at project management and getting things done
Develop dashboards, reports, and visualizations to communicate insights to leadership
Monitor KPIs and provide recommendations for improvement
Helping with other tasks and projects needed for our operations team
Skills Required
- Collect, analyze, and interpret data from multiple sources
- Analyze internal and external performance and competitor data
- Develop dashboards, reports, and data visualizations
- Translate business questions into analytical solutions
- Monitor KPIs and recommend improvements
- Support forecasting, modeling, and scenario analysis
