Firm Concierge

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.

• 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.

• 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.

• 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).

• Run errands for the team and leadership (supplies, deliveries, food pickups, etc.)
• Keep shared spaces tidy and well-stocked (kitchen, conference rooms, office supply areas)
• Help with miscellaneous needs and last-minute tasks across all departments
• Assist with meeting setup and cleanup, including hospitality for guests
• Support logistics during team events and firm-wide meetings
• Handle small projects that support office organization, operations, and team workflow
• Be a go-to helping hand for any task that improves team efficiency or culture