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Careers at Creative Planning

What Sets Us Apart? Our People.

We're proud to have a team composed of passionate people who are exceptional at what they do.

Our collective drive to be better every day, combined with empathy and intelligence, is a powerful mix that results in both better client service and a great working atmosphere.

We're Looking for Top-Shelf Talent to Join Our Team

At Creative Planning, our goal is to help our clients to enjoy their wealth today, tomorrow, and far into the future. Taking the burden of financial stress off their shoulders takes a dedicated team of professionals across a range of specialties.

If that sounds like something you'd like to be a part of, explore our openings below! We have many open positions throughout the U.S.

When submitting resumes for career openings, please email millie.brink@creativeplanning.com.

We're always looking for people with experience in the following positions:

  • Wealth Managers
  • CPAs
  • Client Service Specialists

  • Estate Attorneys
  • CFP® Professionals
  • Traders

  • Wealth Managers
  • CPAs
  • Client Service Specialists
  • Estate Attorneys
  • CFP® Professionals
  • Traders

We're hiring nationwide for CPAs and financial planners with at least 3 years' experience in a client centric role.

Career Openings

We're Hiring

SPOTLIGHT: Tax Director

  • Remote Opportunities Availabile!
  • CPA License
  • 4+ Years Client-Facing Experience Including Individuals, Trusts and Businesses
Atlanta

Financial Planner

Wealth Management

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Bloomington, MN

Audit Shareholder

Business Services

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Burlingame, CA

Wealth Manager

Wealth Management

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Chicago

Experience Manager

Administrative

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Cleveland, OH

Wealth Manager

Wealth Management

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Des Moines, IA

Audit Senior

Business Services

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Kansas City

Administrative Paralegal

Legal

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Associate Financial Planner

Financial Planning

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Audit Shareholder

Business Services

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Billing Specialist

Billing

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Business Process Specialist, Onboarding

Retirement

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Commercial Lines Account Executive

Property & Casualty

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Commercial Lines Insurance Producer

Property & Casualty

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Elder Law Attorney

Legal

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Investment Manager

Investment Management

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Managed IT Support Services II

Managed Service Provider (MSP)

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Operations Analyst

Retirement

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Operations Manager

Operations

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Software Engineer

Information Technology

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Trust Administration Associate

Trust Services

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Trust Administration Officer

Trust Services

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Trust Investment Officer, Specialty Assets

Trust Services

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Los Angeles

Financial Planner

Wealth Management

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National

Account Specialist

Retirement

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Associate Consultant

Retirement

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Audit Senior - Government

Business Services

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Consultant 2

Retirement

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Controller - School Services

Business Services

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Financial Wellness Representative

Retirement Services

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Managing Director, Retirement Solutions

Retirement

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Payroll Support Specialist

Business Services

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Real Estate Attorney

Legal

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Tax Associate

Business Services

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Tax Director

Business Services

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Tax Senior

Business Services

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Tax Staff / Manager / Director (CPA)

Tax

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Tax Supervisor

Business Services

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Trust Administration Officer

Trust Services

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Omaha, NE

Financial Planner

Wealth Management

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Portland, OR

Wealth Manager

Wealth Management

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Rockford, IL

Financial Planner

Wealth Management

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Salt Lake City, UT

Wealth Manager

Wealth Management

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San Francisco Bay Area

Director, Client Engagement

Wealth Management/Marketing

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Seattle

Director, Client Engagement

Wealth Management/Marketing

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Prefer to discuss over the phone?
833-416-4702