Financial Planning Intern

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).

Earning an internship at Peak is a HUGE honor. We had over 1,000 interns apply in 2025 and selected only 20, so if you are chosen, you have been carefully selected. Our internship program is highly competitive and the top in the country. We have opportunities for summer, fall, and spring internships. Why do we do internships? Hire Future Team Members - Hiring is our number one bottleneck with the extreme momentum and growth our firm has experienced. This gives us an opportunity to find and test great-fit future team members before offering full-time. Our goal is to offer back every intern who crushes it and aligns with our values/standards/intensity.

Impact - Interns don't add much value to us during the internship. We can get all the tasks done with 5 interns. This is a mission to pour into interns. It is a Professional Development Masterclass and an incredible opportunity to grow in all areas of life. Few firms offer robust internship programs, so we decided to change that and build it ourselves.

What We Offer Real life Experience – Helping build financial plans. Assisting advisors with miscellaneous tasks. Sit in on client sessions.

Top Compensation – Most of our interns make all-in $20-30 an hour (not including the up to $10k signing bonus opportunity for those offered back).

Peak University - Our three-month advisor training program, consisting of one-hour of training sessions every day with an experienced advisor.

Peak Bootcamp - Leadership and Professional Development masterclass held every day for the first month.

Intern Bootcamp - An additional hour each day for interns to have time with experienced team members to get questions answered and do further advisor training.

CEO Fridays – A time when our CEO will discuss mission, values, firm alignment, firm direction, industry experience, advice to interns, answer questions, and anything related to Peak.

Intern Lunches - For interns who are excelling, have a great attitude, and show the qualities of a long-term team member, we host one-on-one lunches with our experienced team members throughout the summer.

Growth Sessions - One-on-one intentional discussions with leaders of our internship program to help interns grow.

Kingdom Advisors Study Group - Learn how to integrate your faith with your finances.

Trainual - Over 120+ hours of training content built exclusively for Peak Retirement Planning, Inc.

Exam Prep – Series 65, Life and Health, EA, CFP, CKA, and CPA.

Top Dog Day - Those we offer back and accept will be invited to a special full-day experience of a lifetime. We will have the whole day planned, with top restaurant reservations in Columbus for breakfast/lunch/dinner. We will plan special activities such as golfing, skydiving, rock climbing, escape rooms, etc.

Team Events - We have Peak Olympics, Team Dinners, Columbus Crew Games, Columbus Clippers Games, and more throughout the summer!

Out-of-State Interns: Paid for housing during the internship.