Client Service Admin

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. At Peak, we integrate Christian and conservative values and biblical principles in everything we do.

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 Responsibilities🚀

• Maintain and enhance marketing strategies that bring in prospective clients and grow Peak's brand
• Maximize our twelve marketing funnels including: community workshops, TV and radio, podcast, YouTube, and published books
• Seek out new opportunities to grow our presence and impact as we scale into a national brand
• Ensure the leadership team has accurate reports and dashboards related to marketing performance
• Collaborate with internal teams to align marketing with operational and business objectives
• Demonstrate consistent alignment with company values in all work and communication
• Participate in self-improvement initiatives to grow in your role and better serve the team