Lead Financial Planner

About the role

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.

Responsibilities

• A+ Player: Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
• 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). Client-first approach to sales with a servant-hearted confidence Strong people skills, charisma, and the ability to connect with prospects/clients Bring on new clients to the firm Present at educational workshops in the community Attain Series 65 and Life and Health CFP® candidate or actively pursuing CFP® certification Interest in obtaining the CKA® Credential

Requirements

• On-site
• Columbus, Ohio, United States
• $100,000 - $200,000 per year
• Lead Department

Qualifications

• A+ Player: Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
• 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). Client-first approach to sales with a servant-hearted confidence Strong people skills, charisma, and the ability to connect with prospects/clients Bring on new clients to the firm Present at educational workshops in the community Attain Series 65 and Life and Health CFP® candidate or actively pursuing CFP® certification Interest in obtaining the CKA® Credential

Skills

• A+ Player: Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
• 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). Client-first approach to sales with a servant-hearted confidence Strong people skills, charisma, and the ability to connect with prospects/clients Bring on new clients to the firm Present at educational workshops in the community Attain Series 65 and Life and Health CFP® candidate or actively pursuing CFP® certification Interest in obtaining the CKA® Credential

Benefits

• Not specified

Pay

• $100,000 - $200,000 per year

Schedule

• Not specified

Contact Information

*We serve clients virtually all across the country.
3600 Olentangy River Road, Building 501 Columbus, Ohio 43214
Get Directions
614.500.4121
Info@peakretirementplanning.com

Application Status

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Video Introduction

Here is a short video of our CEO walking through what we look for in those we hire: