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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.

Please submit resumes for all positions to:

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 wealth managers and financial planners with more than 10 years of experience working with high-net-worth individuals and a perfectly clean compliance record.

Career Openings

Spotlight

We're Hiring

Tax Director

  • Remote opportunities available!
  • CPA license
  • 4+ years client-facing experience, including individuals, trusts and businesses

Kansas City

Data Engineer

Information Technology

Software Engineer

Information Technology

National

Director, Client Engagement

Wealth Management/Marketing

Financial Planner

Wealth Management

Individual Insurance Advisor

Wealth Management/Insurance

Wealth Manager

Wealth Management

 

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