Client Experience

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 45,000 - 75,000; Part time

Job summary

Peak Retirement Planning, Inc. in Columbus, OH is seeking individuals who embody an A+ work ethic and a team-first attitude. We value those who go above and beyond to deliver premium, white-glove service to clients.

As a fast-growing startup, we seek teammates with grit and a long-term commitment to excellence, ready to work with a purpose bigger than themselves and to contribute to a dynamic, high-energy culture.

Qualifications

• Elite at what they do. Extremely hard worker.
• 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.
• Goes above and beyond to provide a "White Glove Service" to our clients.
• Excited to join a fast-growing startup with extreme upside.

Responsibilities

• Ensure every client interaction is warm, welcoming, and exceeds expectations.
• Take clients out for meals and experiences.
• Ensure our clients feel like a million bucks.
• Plan and coordinate client events, appreciation initiatives, and office visits.
• Anticipate client needs and address concerns before they arise.

Skills

A+ Player

Foxhole Team Member

Rocketship Mentality

Job description

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).

Main Responsibilities

• Ensure every client interaction is warm, welcoming, and exceeds expectations

• Take clients out for meals and experiences

• Ensure our clients feel like a million bucks

• Plan and coordinate client events, appreciation initiatives, and office visits

• Anticipate client needs and address concerns before they arise