Our Location
*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


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.
Hates 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 Requirements:
Experience with digital platforms such as YouTube, Instagram, Facebook, or LinkedIn
Develop, launch, and optimize paid advertising campaigns across multiple digital platforms
Conduct keyword research, audience targeting, and A/B testing to drive performance
Monitor campaign budgets, performance metrics, and conversions
Create performance reports and share actionable insights with our Marketing team
Stay current with platform updates, algorithm changes, and digital advertising best practices
Collaborate with our Marketing department to align ad messaging and visuals
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Here is a short video of our CEO walking through what we look for in those we hire:

*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