Appointment Setter Main Responsibilities🚀

• Call, text, and email prospective clients to schedule them with our financial planners. We have 50,000+ people request our books and content each year, creating many opportunities to reach out to warm leads looking to work with us.

Tax Preparer Main Responsibilities🚀

• Have in-depth understanding of state and federal tax codes
• Prepare individual and business tax returns accurately and on time
• Provide tax planning and strategy support alongside financial advisors
• Ensure compliance with all federal and state tax regulations
• Familiarity with tax prep software (we use Drake)

Entry-Level Executive Assistant Main Responsibilities🚀

• Take ownership of miscellaneous tasks to keep our CEO focused on high-impact work
• Run occasional personal errands as needed
• Coordinate and book travel arrangements
• Manage our CEO’s calendar and email with continuous attention throughout the day
• Maintain accurate financial records and documentation for our CEO and firm

Bookkeeper Main Responsibilities🚀

• Maintaining financial books and records for the firm
• Provide reports for the CEO and monthly, quarterly, and year-end reports
• Oversee and manage all accounting systems and procedures, capturing all billings, receipts, and recording of revenue transactions
• Assist in monitoring and managing cash flow
• Manage day-to-day AR processing, deposits, and bookkeeping
• Run monthly payroll
• Provide information to the firms CPA to meet all tax-related requirements

IT Specialist Main Responsibilities🚀

• Maintain, troubleshoot, and upgrade hardware, software, and networks to ensure efficient operations across all offices
• Provide technical support and resolve IT issues for staff members, including troubleshooting desktop computers, mobile devices, printers, and other peripherals
• Implement data security measures to safeguard sensitive client and firm information, including managing firewalls, antivirus software, and network security protocols
• Manage and maintain cloud-based systems and data storage solutions, ensuring secure and seamless access to important files and applications for remote and in-office employees
• Assist in onboarding new employees by setting up user accounts, email, and workstations
• Work closely with our team to streamline technology processes that enhance our client service delivery, including integrating client management and financial planning software
• Assist in the integration of new software systems and tools as the firm continues to grow, ensuring they align with the company’s needs and goals
• Build out automations and workflows using software systems such as Zapier or Make
• Manage the company's Office 365 Suite of programs (Outlook, SharePoint, OneDrive)
   

Marketing Specialist Main Responsibilities🚀

• Help us optimize our 13 Marketing Funnels (including community workshops, TV and radio, podcasts, YouTube, and published books) with our national brand.
• Understands data in marketing
• Does not chase shiny objects. Focused on what works
• Great at project management and getting things done
• Helping with other tasks and projects needed for our operations team

Client Service Specialist Main Responsibilities🚀

• Responsible for supporting our clients and advisors
• Prepare and submit paperwork for client accounts, ensuring completeness and compliance
• Assist clients during account transitions and respond to service-related needs

Operations Specialist Main Responsibilities🚀

• Get things done
• Serve as a behind-the-scenes anchor to ensure everyone on the team can operate at their best
• Own delegated tasks from start to finish with minimal supervision
• Support project management by tracking deadlines, deliverables, and team accountability
• Maintain efficiency across all daily business functions

HR Lead Main Responsibilities🚀

• Lead and manage our Human Resources department
• Ensure HR-related KPIs are tracked and met consistently
• Oversee our hiring process from start to finish
• Oversee onboarding and offboarding processes
• Have in-depth knowledge of State and Federal labor laws
• Maintain compliance with labor laws and uphold company HR policies

HR Specialist Main Responsibilities🚀

• Manage the early stages of our hiring process
• Meet with candidates and attend job fairs to help find new team members
• Facilitate onboarding and offboarding processes with team members
• Track hiring data and HR KPIs to support strategic decisions
• Help ensure every new team member is set up for success in their role

Paraplanner Main Responsibilities🚀

• No Experience Needed – We offer one of the best advisor training programs in the country.
• Attain Series 65 and Life & Health licenses
• CFP® candidate or actively pursuing CFP® certification
• Interest in obtaining the CKA® Credential
• Build financial plans
• Attend client meetings and provide support to advisors
• Receive extensive mentorship and training to develop into a financial planner
• Focus exclusively on serving clients, not sales. No prospecting required, as we have more leads coming to us than we can bring on at this point

Event Coordinator Main Responsibilities🚀

• Help plan our client, team, and educational events in the community (we do over 100 events a year)
• Great at project management and getting things done
• Manage event logistics, including venue booking, scheduling, and attendance tracking
• Track and report key event metrics to measure effectiveness and guide improvements
• Coordinate with vendors, speakers, and internal staff to ensure smooth event delivery
• Helping with other tasks and projects needed for our operations team

Client Experience 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

Client Service Lead Main Responsibilities🚀

• Own and lead our client service department, which is responsible for supporting our clients and advisors

• Identify and implement process improvements

• Establish and maintain department KPIs, and hold team members accountable

Entry-Level Project Manager Main Responsibilities🚀

• Oversee and manage projects from inception to completion, ensuring deadlines are met
• Act as a bridge between departments to streamline communication and workflows
• Implement and optimize processes for maximum efficiency
• Track project progress and adjust plans as needed
• Identify and mitigate risks to ensure successful project execution
• Assist in organizing company-wide initiatives, events, and process improvements
• Maintain an organized, structured work environment for the team
• Remove roadblocks and take on administrative tasks to support leadership and advisors

Talent Acquisition Lead Main Responsibilities🚀

• Bring experience as a Talent Acquisition Lead or similar role
• Have in-depth knowledge of State and Federal labor laws
• Lead and manage the Human Resources department
• Facilitate regular HR team meetings and ensure alignment on key priorities
• Oversee our in-depth hiring process from start to finish
• Successfully source top talent all across the country
• Ensure HR-related KPIs are tracked and met consistently
• Manage onboarding and offboarding processes
• Support and coach team members through their employee lifecycle
• Maintain compliance with labor laws and uphold company HR policies
• Provide ongoing management and support to the HR team

Recruiter Main Responsibilities🚀

• Recruit talent who could be a good fit to work with us via LinkedIn, Job Fairs, Colleges, Etc. We have doubled our team size every year, which has made recruiting top talent a key initiative. This opportunity has significant upside given the growth we're seeing.

Video Editor Main Responsibilities🚀

• Editing YouTube videos, internal content, public-facing ads, and social media content
• Help with the post-production process for all video content
• Maintain consistent visual and brand identity across all projects
• Collaborate with the marketing team, advisors, and leadership to develop compelling video stories
• Manage and organize raw footage, project files, and final assets
• Provide creative input on shot selection and scripting when needed
• Stay up-to-date on video trends and apply best practices for engaging content
• Helping with other tasks and projects needed for our operations team

Graphic Designer Main Responsibilities🚀

• Proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign) or similar tools
• Design graphics for marketing materials including brochures, event flyers, and digital ads
• Create branded content for social media, YouTube thumbnails, and email campaigns
• Maintain brand consistency across all design deliverables
• Assist in the layout and design of internal documents and presentations
• Collaborate with the marketing and leadership teams to develop new visual campaigns
• Update and refine existing design assets for better engagement and clarity
• Support the team with quick-turn graphic needs and ad hoc design requests
• Stay up-to-date on design trends and suggest ways to improve our brand visuals
• Helping with other tasks and projects needed for our operations team

CPA Main Responsibilities🚀

• Have in-depth understanding of state and federal tax codes
• File timely and accurate tax returns for individuals and businesses
• Collaborate with advisors to design and implement tax strategies
• Ensure compliance with current tax legislation
• Familiarity with tax prep software (we use Drake)

Receptionist Main Responsibilities🚀

• Deliver an exceptional first impression to everyone who walks through our door
• Handle incoming calls, emails, and correspondence
• Manage day-to-day office operations, including supplies, equipment, and facilities
• Manage meeting room setups, client check-ins, and hospitality
• Assist with scheduling, confirming appointments, and basic admin tasks

Operations Intern🚀

Earning an internship at Peak is a HUGE honor. We had over 1,000 interns apply in 2025 and selected only 20, so if you are chosen, you have been carefully selected. Our internship program is highly competitive and the top in the country. We have opportunities for summer, fall, and spring internships.

Why do we do internships?

1. Hire Future Team Members - Hiring is our number one bottleneck with the extreme momentum and growth our firm has experienced. This gives us an opportunity to find and test great-fit future team members before offering full-time. Our goal is to offer back every intern who crushes it and aligns with our values/standards/intensity.
2. Impact - Interns don't add much value to us during the internship. We can get all the tasks done with 5 interns. This is a mission to pour into interns. It is a Professional Development Masterclass and an incredible opportunity to grow in all areas of life. Few firms offer robust internship programs, so we decided to change that and build it ourselves.

What We Offer🚀

• Real life Experience – Assisting our operations team with miscellaneous tasks and projects.
• Top Compensation – Most of our interns make all-in $20-30 an hour (not including the up to $10k signing bonus opportunity for those offered back).
• Peak Bootcamp - Leadership and Professional Development masterclass held every day for the first month.
• Peak University - Our three-month advisor training program, consisting of one-hour of training sessions every day with an experienced advisor. Operations interns get to sit in on some of these classes.
• Intern Bootcamp - An additional hour each day for interns to have time with experienced team members to get questions answered and do further advisor training.
• CEO Fridays – A time when our CEO will discuss mission, values, firm alignment, firm direction, industry experience, advice to interns, answer questions, and anything related to Peak.
• Intern Lunches - For interns who are excelling, have a great attitude, and show the qualities of a long-term team member, we host one-on-one lunches with our experienced team members throughout the summer. 
• Growth Sessions - One-on-one intentional discussions with leaders of our internship program to help interns grow.
• Kingdom Advisors Study Group - Learn how to integrate your faith with your finances.
• Trainual - Over 120+ hours of training content built exclusively for Peak Retirement Planning, Inc.
• Top Dog Day - Those we offer back and accept will be invited to a special full-day experience of a lifetime. We will have the whole day planned, with top restaurant reservations in Columbus for breakfast/lunch/dinner. We will plan special activities such as golfing, skydiving, rock climbing, escape rooms, etc.
• Team Events - We have Peak Olympics, Team Dinners, Columbus Crew Games, Columbus Clippers Games, and more throughout the summer!
• Out-of-State Interns: Paid for housing during the internship.

 

IT Intern 🚀

Earning an internship at Peak is a HUGE honor. We had over 1,000 interns apply in 2025 and selected only 20, so if you are chosen, you have been carefully selected. Our internship program is highly competitive and the top in the country. We have opportunities for summer, fall, and spring internships.

Why do we do internships?

1. Hire Future Team Members - Hiring is our number one bottleneck with the extreme momentum and growth our firm has experienced. This gives us an opportunity to find and test great-fit future team members before offering full-time. Our goal is to offer back every intern who crushes it and aligns with our values/standards/intensity.
2. Impact - Interns don't add much value to us during the internship. We can get all the tasks done with 5 interns. This is a mission to pour into interns. It is a Professional Development Masterclass and an incredible opportunity to grow in all areas of life. Few firms offer robust internship programs, so we decided to change that and build it ourselves.

What We Offer🚀

• Real life Experience – Assisting our IT team with miscellaneous tasks and projects.
• Top Compensation – Most of our interns make all-in $20-30 an hour (not including the up to $10k signing bonus opportunity for those offered back).
• Peak University - Our three-month advisor training program, consisting of one-hour of training sessions every day with an experienced advisor. IT interns get to sit in on some of these classes to better understand how our firm operates.
• Peak Bootcamp - Leadership and Professional Development masterclass held every day for the first month.
• Intern Bootcamp - An additional hour each day for interns to have time with experienced team members to get questions answered and do further training.
• CEO Fridays – A time when our CEO will discuss mission, values, firm alignment, firm direction, industry experience, advice to interns, answer questions, and anything related to Peak.
• Intern Lunches - For interns who are excelling, have a great attitude, and show the qualities of a long-term team member, we host one-on-one lunches with our experienced team members throughout the summer. 
• Growth Sessions - One-on-one intentional discussions with leaders of our internship program to help interns grow.
• Kingdom Advisors Study Group - Learn how to integrate your faith with your finances.
• Trainual - Over 120+ hours of training content built exclusively for Peak Retirement Planning, Inc.
• Top Dog Day - Those we offer back and accept will be invited to a special full-day experience of a lifetime. We will have the whole day planned, with top restaurant reservations in Columbus for breakfast/lunch/dinner. We will plan special activities such as golfing, skydiving, rock climbing, escape rooms, etc.
• Team Events - We have Peak Olympics, Team Dinners, Columbus Crew Games, Columbus Clippers Games, and more throughout the summer!
• Out-of-State Interns: Paid for housing during the internship.

Marketing Intern🚀

Earning an internship at Peak is a HUGE honor. We had over 1,000 interns apply in 2025 and selected only 20, so if you are chosen, you have been carefully selected. Our internship program is highly competitive and the top in the country. We have opportunities for summer, fall, and spring internships.

Why do we do internships?

1. Hire Future Team Members - Hiring is our number one bottleneck with the extreme momentum and growth our firm has experienced. This gives us an opportunity to find and test great-fit future team members before offering full-time. Our goal is to offer back every intern who crushes it and aligns with our values/standards/intensity.
2. Impact - Interns don't add much value to us during the internship. We can get all the tasks done with 5 interns. This is a mission to pour into interns. It is a Professional Development Masterclass and an incredible opportunity to grow in all areas of life. Few firms offer robust internship programs, so we decided to change that and build it ourselves.

What We Offer🚀

• Real life Experience – We have 13 Marketing Funnels and some of the best marketing in the financial planning industry. Help maximize them through tasks and projects while working closely with our Marketing team.
• Top Compensation – Most of our interns make all-in $20-30 an hour (not including the up to $10k signing bonus opportunity for those offered back).
• Peak University - Our three-month advisor training program, consisting of one-hour of training sessions every day with an experienced advisor. Marketing interns get to sit in on some of these classes.
• Peak Bootcamp - Leadership and Professional Development masterclass held every day for the first month.
• Intern Bootcamp - An additional hour each day for interns to have time with experienced team members to get questions answered and do further training.
• CEO Fridays – A time when our CEO will discuss mission, values, firm alignment, firm direction, industry experience, advice to interns, answer questions, and anything related to Peak.
• Intern Lunches - For interns who are excelling, have a great attitude, and show the qualities of a long-term team member, we host one-on-one lunches with our experienced team members throughout the summer. 
• Growth Sessions - One-on-one intentional discussions with leaders of our internship program to help interns grow.
• Kingdom Advisors Study Group - Learn how to integrate your faith with your finances.
• Trainual - Over 120+ hours of training content built exclusively for Peak Retirement Planning, Inc.
• Top Dog Day - Those we offer back and accept will be invited to a special full-day experience of a lifetime. We will have the whole day planned, with top restaurant reservations in Columbus for breakfast/lunch/dinner. We will plan special activities such as golfing, skydiving, rock climbing, escape rooms, etc.
• Team Events - We have Peak Olympics, Team Dinners, Columbus Crew Games, Columbus Clippers Games, and more throughout the summer!
• Out-of-State Interns: Paid for housing during the internship.

Marketing Director Main Responsibilities🚀

• Own and lead our marketing department.
• Optimize our 13 Marketing Funnels (including community workshops, TV and radio, podcasts, YouTube, and published books) with our national brand.
• Understands data in making marketing decisions
• Does not chase shiny objects. Focused on what works
• Identify and implement process improvements
• Establish and maintain department KPIs, and hold team members accountable
• Project Management - Lead the research, design, and implementation of new systems and software
• Reports - Ensure the CEO has the reports and dashboards necessary to manage and run the business
• Training - Provide initial training and ongoing development for our Marketing Department

Accountant Main Responsibilities🚀

• Strong understanding of financial reporting standards
• Experience with payroll, bank reconciliations, and general ledger management
• Proficiency with accounting software (QuickBooks, Xero, or similar)
• Maintain accurate financial records, including journal entries, reconciliations, and ledgers
• Manage accounts payable, accounts receivable, and general ledger activities
• Prepare monthly, quarterly, and annual financial reports
• Monitor and manage payroll processing and related tax filings
• Support the budgeting and forecasting process with accurate data and insights
• Ensure compliance with tax and regulatory requirements
• Coordinate with external accountants during audits or year-end tax filings
• Identify and implement improvements to accounting workflows and internal controls
• Provide financial reporting support to leadership and department heads
   

Firm Concierge Main Responsibilities🚀

• Run errands for the team and leadership (supplies, deliveries, food pickups, etc.)
• Keep shared spaces tidy and well-stocked (kitchen, conference rooms, office supply areas)
• Help with miscellaneous needs and last-minute tasks across all departments
• Assist with meeting setup and cleanup, including hospitality for guests
• Support logistics during team events and firm-wide meetings
• Handle small projects that support office organization, operations, and team workflow
• Be a go-to helping hand for any task that improves team efficiency or culture

Director of Finance Main Responsibilities🚀

• Own all aspects of financial operations, including budgeting, forecasting, and monthly reporting
• Lead finance team members
• High proficiency with accounting software (QuickBooks, Excel, etc.)
• Provide financial insights and analysis to support strategic decision-making
• Collaborate with leadership on business planning and growth initiatives
• Oversee cash flow management and optimize capital allocation
• Ensure timely and accurate financial statements and compliance with tax laws
• Lead financial audits and manage relationships with external accounting partners
• Implement scalable processes for tracking expenses, revenue, and KPIs

Sales Representative Main Responsibilities🚀

• Call, text, and email prospective clients to schedule them with our financial planners. We have 50,000+ people request our books and content each year, creating many opportunities to reach out to warm leads looking to work with us.

Finance Specialist Main Responsibilities🚀

• Experience with financial data entry, reconciliations, and reporting
• Familiarity with accounting software such as QuickBooks, Xero, or similar
• Assist with daily bookkeeping tasks including data entry, bank reconciliations, and invoice tracking
• Proficiency in Microsoft Excel (formulas, pivot tables, etc.)
• Prepare regular financial reports for internal leadership and advisory teams
• Support budget tracking, expense management, and revenue analysis
• Help maintain accuracy of financial documentation and client billing records
• Coordinate with the Director of Finance or external accountants as needed
• Identify process improvements and support implementation of scalable financial systems
• Track and report on key financial KPIs that guide business decisions
• Assist with quarterly and annual reporting requirements, including tax prep support

Accounting Intern🚀

Earning an internship at Peak is a HUGE honor. We had over 1,000 interns apply in 2025 and selected only 20, so if you are chosen, you have been carefully selected. Our internship program is highly competitive and the top in the country. We have opportunities for summer, fall, and spring internships.

Why do we do internships?

1. Hire Future Team Members - Hiring is our number one bottleneck with the extreme momentum and growth our firm has experienced. This gives us an opportunity to find and test great-fit future team members before offering full-time. Our goal is to offer back every intern who crushes it and aligns with our values/standards/intensity.
2. Impact - Interns don't add much value to us during the internship. We can get all the tasks done with 5 interns. This is a mission to pour into interns. It is a Professional Development Masterclass and an incredible opportunity to grow in all areas of life. Few firms offer robust internship programs, so we decided to change that and build it ourselves.

What We Offer🚀

• Real life Experience – Assisting our tax team and advisors with miscellaneous tasks. Sit in on client sessions.
• Top Compensation – Most of our interns make all-in $20-30 an hour (not including the up to $10k signing bonus opportunity for those offered back).
• Peak Bootcamp - Leadership and Professional Development masterclass held every day for the first month.
• Peak University - Our three-month advisor training program, consisting of one-hour of training sessions every day with an experienced advisor.
• Intern Bootcamp - An additional hour each day for interns to have time with experienced team members to get questions answered and do further advisor training.
• CEO Fridays – A time when our CEO will discuss mission, values, firm alignment, firm direction, industry experience, advice to interns, answer questions, and anything related to Peak.
• Intern Lunches - For interns who are excelling, have a great attitude, and show the qualities of a long-term team member, we host one-on-one lunches with our experienced team members throughout the summer. 
• Growth Sessions - One-on-one intentional discussions with leaders of our internship program to help interns grow.
• Kingdom Advisors Study Group - Learn how to integrate your faith with your finances.
• Trainual - Over 120+ hours of training content built exclusively for Peak Retirement Planning, Inc.
• Exam Prep – Enrolled Agent or CPA
• Top Dog Day - Those we offer back and accept will be invited to a special full-day experience of a lifetime. We will have the whole day planned, with top restaurant reservations in Columbus for breakfast/lunch/dinner. We will plan special activities such as golfing, skydiving, rock climbing, escape rooms, etc.
• Team Events - We have Peak Olympics, Team Dinners, Columbus Crew Games, Columbus Clippers Games, and more throughout the summer!
• Out-of-State Interns: Paid for housing during the internship.

Financial Planning Intern🚀

Earning an internship at Peak is a HUGE honor. We had over 1,000 interns apply in 2025 and selected only 20, so if you are chosen, you have been carefully selected. Our internship program is highly competitive and the top in the country. We have opportunities for summer, fall, and spring internships.

Why do we do internships?

1. Hire Future Team Members - Hiring is our number one bottleneck with the extreme momentum and growth our firm has experienced. This gives us an opportunity to find and test great-fit future team members before offering full-time. Our goal is to offer back every intern who crushes it and aligns with our values/standards/intensity.
2. Impact - Interns don't add much value to us during the internship. We can get all the tasks done with 5 interns. This is a mission to pour into interns. It is a Professional Development Masterclass and an incredible opportunity to grow in all areas of life. Few firms offer robust internship programs, so we decided to change that and build it ourselves.

What We Offer🚀

• Real life Experience – Helping build financial plans. Assisting advisors with miscellaneous tasks. Sit in on client sessions.
• Top Compensation – Most of our interns make all-in $20-30 an hour (not including the up to $10k signing bonus opportunity for those offered back).
• Peak University - Our three-month advisor training program, consisting of one-hour of training sessions every day with an experienced advisor.
• Peak Bootcamp - Leadership and Professional Development masterclass held every day for the first month.
• Intern Bootcamp - An additional hour each day for interns to have time with experienced team members to get questions answered and do further advisor training.
• CEO Fridays – A time when our CEO will discuss mission, values, firm alignment, firm direction, industry experience, advice to interns, answer questions, and anything related to Peak.
• Intern Lunches - For interns who are excelling, have a great attitude, and show the qualities of a long-term team member, we host one-on-one lunches with our experienced team members throughout the summer. 
• Growth Sessions - One-on-one intentional discussions with leaders of our internship program to help interns grow.
• Kingdom Advisors Study Group - Learn how to integrate your faith with your finances.
• Trainual - Over 120+ hours of training content built exclusively for Peak Retirement Planning, Inc.
• Exam Prep – Series 65, Life and Health, EA, CFP, CKA, and CPA.
• Top Dog Day - Those we offer back and accept will be invited to a special full-day experience of a lifetime. We will have the whole day planned, with top restaurant reservations in Columbus for breakfast/lunch/dinner. We will plan special activities such as golfing, skydiving, rock climbing, escape rooms, etc.
• Team Events - We have Peak Olympics, Team Dinners, Columbus Crew Games, Columbus Clippers Games, and more throughout the summer!
• Out-of-State Interns: Paid for housing during the internship.

Finance Intern

Earning an internship at Peak is a HUGE honor. We had over 1,000 interns apply in 2025 and selected only 20, so if you are chosen, you have been carefully selected. Our internship program is highly competitive and the top in the country. We have opportunities for summer, fall, and spring internships.

Why do we do internships?

1. Hire Future Team Members - Hiring is our number one bottleneck with the extreme momentum and growth our firm has experienced. This gives us an opportunity to find and test great-fit future team members before offering full-time. Our goal is to offer back every intern who crushes it and aligns with our values/standards/intensity.
2. Impact - Interns don't add much value to us during the internship. We can get all the tasks done with 5 interns. This is a mission to pour into interns. It is a Professional Development Masterclass and an incredible opportunity to grow in all areas of life. Few firms offer robust internship programs, so we decided to change that and build it ourselves.

What We Offer🚀

• Real-life experience - Helping build financial plans. Assisting advisors with miscellaneous tasks. Sit in on client sessions.
• Top Compensation – Most of our interns make all-in $20-30 an hour (not including the up to $10k signing bonus opportunity for those offered back).
• Peak University - Our three-month advisor training program, consisting of one-hour of training sessions every day with an experienced advisor.
• Peak Bootcamp - Leadership and Professional Development masterclass held every day for the first month.
• Intern Bootcamp - An additional hour each day for interns to have time with experienced advisors to get questions answered and do further advisor training.
• CEO Fridays – A time when our CEO will discuss mission, values, firm alignment, firm direction, industry experience, advice to interns, answer questions, and anything related to Peak.
• Intern Lunches - For interns who are excelling, have a great attitude, and show the qualities of a long-term team member, we host one-on-one lunches with our experienced advisors throughout the summer. 
• Growth Sessions - One-on-one intentional discussions with leaders of our internship program to help interns grow.
• Kingdom Advisors Study Group - Learn how to integrate your faith with your finances.
• Trainual - Over 120+ hours of financial planning training content built exclusively for Peak Retirement Planning, Inc. advisors.
• Exam Prep - Series 65, Life and Health, CFP, and CKA.
• Top Dog Day - Those we offer back and accept will be invited to a special full-day experience of a lifetime. We will have the whole day planned, with top restaurant reservations in Columbus for breakfast/lunch/dinner. We will plan special activities such as golfing, skydiving, rock climbing, escape rooms, etc.
• Team Events - We have Peak Olympics, Team Dinners, Columbus Crew Games, Columbus Clippers Games, and more throughout the summer!
• Out-of-State Interns: Paid for housing during the internship. 

 

Chief of Staff Main Responsibilities🚀

• Work closely with CEO and team leads to lead the firm in a positive direction
• Lead and manage team members
• Help make business decisions
• Delegate tasks and responsibilities
• Work with all departments to ensure everyone is on the same page

Data Analyst Main Responsibilities🚀

• Manage our firm's data to help us make decisions.
• Help us optimize our 13 Marketing Funnels (including community workshops, TV and radio, podcasts, YouTube, and published books) with our national brand.
• Great at project management and getting things done
• Develop dashboards, reports, and visualizations to communicate insights to leadership
• Monitor KPIs and provide recommendations for improvement
• Helping with other tasks and projects needed for our operations team

Quality Control Specialist Main Responsibilities🚀

• Ensure every client interaction is warm, welcoming, and exceeds expectations
• Conduct quality checks on every client meeting, call, and experience with our team
• Grow lasting, personal relationships with all clients
• Ensure our clients feel like a million bucks
• Prepare and deliver quality reports to the CEO and team with actionable steps for improvement
• Manage CRM and update client profiles
• Continuously evaluate and improve internal processes that impact the client journey

Office Administrator Main Responsibilities🚀

• Manage day-to-day office operations, including supplies, equipment, and facilities
• Handle incoming calls, emails, and correspondence
• Manage meeting room setups, client check-ins, and hospitality
• Assist with scheduling, confirming appointments, and basic admin tasks
• Maintain organized filing systems, both electronic and physical
• Assist with budgeting, invoicing, and expense tracking

Office Manager Main Responsibilities🚀

• Oversee the daily operations of the office and lead team members
• Hold administrative team members accountable to KPIs and personal development goals
• Take miscellaneous tasks off of advisors’ plates to enable them to focus on clients

Experienced Project Manager Main Responsibilities🚀

• Oversee and manage projects from inception to completion, ensuring deadlines are met
• Act as a bridge between departments to streamline communication and workflows
• Implement and optimize processes for maximum efficiency
• Track project progress and adjust plans as needed
• Identify and mitigate risks to ensure successful project execution
• Assist in organizing company-wide initiatives, events, and process improvements
• Remove roadblocks and take on administrative tasks to support leadership and advisors

Experienced Executive Assistant Main Responsibilities🚀

• Take ownership of miscellaneous tasks to keep our CEO focused on high-impact work
• Run occasional personal errands as needed
• Coordinate and book travel arrangements
• Manage our CEO’s calendar and email
• Maintain accurate financial records and documentation for our CEO and firm

Systems Engineer Main Responsibilities🚀

• Look to be a part of multiple responsibilities, tasks, and roles to meet the firm's needs.
• Running financial operating systems to support advisory and client service teams
• Own complex workflows, identify problems, and propose solutions within the firm
• Design business architecture and systems in accordance with Peak's standards of excellence
• Support advisors by translating financial planning needs into structured, scalable systems
• Partner with leadership to test, implement, and optimize new tools, workflows, and strategies

Client Service Admin Main Responsibilities🚀

• Responsible for supporting our clients and advisors
• Prepare and submit paperwork for client accounts, ensuring completeness and compliance
• Assist clients during account transitions and respond to service-related needs
• Prepare, mail, and organize client materials such as statements, checks, and other account paperwork
• Handle incoming calls, emails, and correspondence in a timely and professional manner
• Manage and coordinate client scheduling needs
• Follow up with clients on items awaiting client action, such as signed documents, approvals, and additional information needed to move requests forward

Sales Intern🚀

Earning an internship at Peak is a HUGE honor. We had over 1,000 interns apply in 2025 and selected only 20, so if you are chosen, you have been carefully selected. Our internship program is highly competitive and the top in the country. We have opportunities for summer, fall, and spring internships.

Why do we do internships?

1. Hire Future Team Members - Hiring is our number one bottleneck with the extreme momentum and growth our firm has experienced. This gives us an opportunity to find and test great-fit future team members before offering full-time. Our goal is to offer back every intern who crushes it and aligns with our values/standards/intensity.
2. Impact - Interns don't add much value to us during the internship. We can get all the tasks done with 5 interns. This is a mission to pour into interns. It is a Professional Development Masterclass and an incredible opportunity to grow in all areas of life. Few firms offer robust internship programs, so we decided to change that and build it ourselves.

What We Offer🚀

• Real-life experience - Sit in on client sessions and work to get greenlit to make calls to prospective clients looking to work with us. Last year, 5 of our Sales interns reached this point.
• Top Compensation – Most of our interns make all-in $20-30 an hour (not including the up to $10k signing bonus opportunity for those offered back).
• Peak University - Our three-month advisor training program, consisting of one-hour of training sessions every day with an experienced advisor.
• Peak Bootcamp - Leadership and Professional Development masterclass held every day for the first month.
• Intern Bootcamp - An additional hour each day for interns to have time with experienced team members to get questions answered and do further advisor training.
• CEO Fridays – A time when our CEO will discuss mission, values, firm alignment, firm direction, industry experience, advice to interns, answer questions, and anything related to Peak.
• Intern Lunches - For interns who are excelling, have a great attitude, and show the qualities of a long-term team member, we host one-on-one lunches with our experienced team members throughout the summer.  
• Growth Sessions - One-on-one intentional discussions with leaders of our internship program to help interns grow.
• Kingdom Advisors Study Group - Learn how to integrate your faith with your finances.
• Trainual - Over 120+ hours of training content built exclusively for Peak Retirement Planning, Inc.
• Exam Prep - Series 65, Life and Health, CFP, and CKA.
• Top Dog Day - Those we offer back and accept will be invited to a special full-day experience of a lifetime. We will have the whole day planned, with top restaurant reservations in Columbus for breakfast/lunch/dinner. We will plan special activities such as golfing, skydiving, rock climbing, escape rooms, etc.
• Team Events - We have Peak Olympics, Team Dinners, Columbus Crew Games, Columbus Clippers Games, and more throughout the summer!
• Out-of-State Interns: Paid for housing during the internship.

At Peak Retirement Planning, we don’t just hire for open positions—we hire for impact. If you’re world-class at what you do and you resonate with our Peak Principles, we want to hear from you.

If you didn’t see the perfect role listed on our careers page but you know you can drive results, solve hard problems, and help raise our standards, this is your chance to stand out.

Fill out this quick application and tell us how you fit into our mission and why we’d be crazy not to bring you on to our team.

We review every submission personally. If there’s a fit now, we’ll reach out. If not, we’ll keep your information on file for future opportunities—we’re always looking for A+ players to join our team.