Operations Intern

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio, seeks A+ players who thrive in a fast-paced startup environment. The role involves supporting daily operations and contributing to a collaborative team culture.

Ideal candidates are gritty, dedicated, and willing to go above and beyond to deliver exceptional service. If you're excited about growing with a dynamic firm, this position could be for you.

Qualifications

• Exceptional work ethic and ability to succeed in a startup environment.
• Ability to contribute positively to team dynamics.
• Desire for long-term employment and career growth.

Responsibilities

• Support daily operational tasks and cross‑departmental initiatives.
• Assist with streamlining internal processes and workflows.
• Utilize internal systems, tools, and reporting.
• Coordinate and track ongoing projects to ensure timely completion.
• Contribute to process documentation and team resources.
• Work closely with operations leaders to maintain efficiency.

Skills

Ability to handle operational tasks

Strong communication skills

Grit and determination

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).

Responsibilities

• Support daily operational tasks and cross‑departmental initiatives
• Assist with streamlining internal processes and workflows
• Utilize internal systems, tools, and reporting
• Coordinate and track ongoing projects to ensure timely completion
• Contribute to process documentation and team resources
• Work closely with operations leaders to maintain efficiency in communication and tasks