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Client Service Lead

Company

Peak Retirement Planning, Inc.

Location

Columbus, United States

Type

CDI

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.

  • Does not like 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 t...

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