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Peak Retirement Planning, Inc.

Chief of Staff

columbus, OH

Check who can apply and the requirements below before continuing.

About this opportunity

Peak Retirement Planning, Inc. lists this Chief of Staff opportunity in columbus, Ohio. Review the employer’s description below for duties, qualifications and application requirements.

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. At Peak, weintegrate 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 Requirements:

Bring experience as a Chief of Staff or similar role

Work closely with CEO and team leads to lead the firm in a positive direction

Partner with CEO to oversee business decisions

Delegate tasks and responsibilities

Give constructive feedback to team members

Lead and organize team meetings with all departments

Facilitate communication and collaboration within the team

Build client relationships in in-person and virtual settings

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Worksite address

columbus, OH, 43224, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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