Financial Planner

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. We are very selective to ensure we hire the best and those aligned with our values and intensity.

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:

• An Advisor's dream: Build client plans, serve clients, and coach advisors - that is 90%+ of the job. No prospecting or sales is required, as we have more leads than we can bring on right now. No back-office work is needed, such as paperwork and handling routine client service requests, as our client service team handles all of that.
• Attain Series 65 and Life & Health licenses
• CFP® professional or actively pursuing CFP® certification
• Opportunity to obtain the CKA® Credential
• We offer one of the best advisor training programs in the country
• We offer our advisors a career path to earn $200k+ and share in our firm's growth through profit sharing

CAREER PATH AT PEAK RETIREMENT


On the ground floor of the youngest and fastest-growing firm in the country, there is great opportunity. Team members join us for growth, greater impact, and financial upside early in their careers. We offer industry-leading salaries for every position, premier benefits, annual bonus opportunities, salary increases, and profit sharing. Advancement at Peak is based on results, being a selfless team member, and consistently upholding our standards and values - not years of service or experience. For perspective, many of our out-of-college team members reach Level 2 within 1-2 years and Level 3 within 3-5 years. At most traditional companies, similar opportunities can take significantly longer to earn, but due to our rapid growth, in-depth training program, and commitment to rewarding results over experience, Peak offers the potential for accelerated career advancement.


LEVEL 1 | Associate Financial Planner
• Complete training to become a client-facing financial planner.
• Build financial plans.
• Begin sitting in client meetings alongside experienced financial planners.


LEVEL 2 | Financial Planner
• Develop advanced financial planning expertise and earn the CFP® certification.
• Serve clients without the help of experienced financial planners.
• Duplicate yourself by training new team members to achieve our high standards.


LEVEL 3 | Senior Financial Planner
• Expert Financial Planner, able to serve any client regardless of complexity.
• Have a "founder's feel", taking ownership beyond individual responsibilities and improving advisor processes.
• A key part to our growth and ensuring our team and clients are successful.