Out of 5,400+ applicants in 2025, we only hired 0.35%
Peak was started by Joe with the help of his mom at a dining room table, and now we are one of the fastest-growing financial planning firms in the country.
Benefits
Free Financial Planning/Tax Prep/Estate Planning - Our team members will be taken care of, including family discounts.
Fresh Start - $500 experience to celebrate your new seat on the Rocketship.
401(K) Plan + matching - We will contribute to your plan; retirement planning is what we do.
Dress to Impress - We reimburse team members up to $400 for Professional attire each year.
Profit Sharing - On the ground floor of a fast-growing firm, our team has the opportunity to share in Peak's profits.
Health/Life Insurance - We will help to make sure you have the coverage you need.
Health Savings Account (HSA) - We max out our team members account each year for them ($4,400 for 2026).
Wellness Benefits - We value physical health, so team members enjoy our on-site gym and other health-related benefits.
Unlimited PTO - We value flexible schedules to ensure we do not miss the most important moments outside of work.
Experience Bonus - Reimbursement up to $1,000 for traveling or family experiences each year.
Delegation Bonus - Reimbursement up to $1,000 for delegating daily tasks to focus on serving your team and family better.
Professional Licensing/Credentialing Support - We financially support team members pursuing growth.