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Creative Planning Careers

Find your new career home by joining our growing Creative Planning family. This is your opportunity to shine!

Collaborative team meeting

Creative Planning is Always Looking for Top Shelf Talent Across the Country

When Creative Planning recognized that the system was broken, we knew it would require very special people to create the change needed in the industry. Through this fierce determination and commitment to helping our clients achieve financial freedom, we have grown to become one of the largest investment advisory firms in the country. We are always looking for experienced wealth managers, CPAs, estate attorneys, CERTIFIED FINANCIAL PLANNER™ practitioners, traders, client service specialists and many other positions who all share a passion for helping our clients enjoy a richer way to wealth.

We are hiring nationwide for wealth managers and financial planners with over 10 years of experience working with high net worth individuals and have a perfectly clean compliance record. We also have many open positions throughout the country, so explore our openings below.

Please submit resumes for all positions to [email protected].

Denver

Estate Planning Attorney

The Estate Planning Attorney conducts reviews of current and prospective client estate plans and consults directly with wealth managers. This position requires knowledge of estate planning and tax issues, as well as advanced research skills to assist in providing possible solutions for complex client issues.

Kansas City

Accounts Receivable Specialist

The Accounts Receivable Specialist will work directly with each Tax Director to support them in various administrative duties to ensure they can make optimal use of their time supporting clients.

Administrative Assistant - Tax

The Administrative Assistant will work directly with each Tax Director to support them in various administrative duties to ensure they can make optimal use of their time supporting clients.

Administrative Paralegal

The Administrative Paralegal provides administrative and substantive legal support to the estate planning attorneys and estate planning paralegals of Creative Planning’s legal department.

Alternative Investment Operations Specialist

The Alternative Investment Operations Specialist works with internal staff and external alternative investment service teams to manage all Alternative Investment subscriptions, capital calls and other related tasks.

Associate Financial Planner

The Associate Financial Planner works with financial planners and wealth managers to develop financial planning recommendations, complete important analysis work, and ensure that clients are receiving the best advice by giving additional support to planners and wealth managers across the firm.

Billing Specialist

The Billing Specialist’s primary responsibility is to ensure all existing clients are billed accurately.

Brand Ambassador

The primary goal of the Brand Ambassador is to make an amazing first impression for prospective clients wanting to get more information about Creative Planning.

Business Process Specialist

The Business Process Specialist will work alongside other specialists in supporting the functions of the centralized services business process department. Those areas include but may not be limited to RFPs, onboarding, invoicing, revenue reconciliation, and other projects as determined by business needs.

Commercial Lines Insurance Producer

Creative Planning Commercial Insurance Producers partner with agency commercial clients to protect their assets via structuring and procuring of insurance products. The Producer’s primary role is to generate new business and work with underwriters from a wide variety of companies to find the best option to meet the needs of the client. 

Commercial Lines Risk Manager

The Commercial Lines Risk Manager is responsible for working directly with our Wealth Managers and their clientele to provide a comprehensive insurance approach to the business insurance needs specific exposures. They will provide quotes, explain coverages, and communicate with clients to determine how we can best serve them from a commercial insurance standpoint.

Document Automation Specialist/HotDocs

The Document Automation Specialist’s primary job responsibility is to develop, implement, and maintain a HotDocs based document-assembly system for estate planning and other legal documents. This is primarily a remote position but could be hybrid remote and inoffice if requested.

Elder and Special Needs Planning Attorney

The Elder and Special Needs Planning Attorney works closely with families, long-term care facilities, and government agencies providing guidance and legal services for elder and special needs clients. This position requires a genuine passion for helping these clients, knowledge of estate planning, elder and special needs issues, and a willingness to lead efforts assisting these families.

Emerging Wealth – Wealth Manager

The Emerging Wealth Manager’s primary responsibility is to attract, retain and serve clients. The Wealth Manager is responsible for all trades, distribution requests and management of the strategies they recommend.

Estate & Trust Administration Attorney

The Trust & Estate Administration Attorney’s primary job responsibility is to work directly with clients to administer trusts and estates and maintain an ongoing dialogue with families, keeping them informed throughout the process.

Estate & Trust Paralegal

The Estate & Trust Paralegal provides estate and trust administration services on behalf of Creative Planning Legal under attorney supervision.

Estate Planning Advisor

The Estate Planning Advisor is responsible for assisting wealth managers in the firm to deliver a visual representation that maps out the estate plan for prospective clients.

Estate Planning Attorney

The Estate Planning Attorney conducts reviews of current and prospective client estate plans and consults directly with wealth managers. This position requires knowledge of estate planning and tax issues, as well as advanced research skills to assist in providing possible solutions for complex client issues.

Estate Planning Paralegal

The paralegal’s primary responsibility is to take on as much work from the attorney as possible, with a focus on accuracy and efficiency. The Estate Planning Paralegal provides administrative and substantive legal support to the attorneys of Creative Planning’s legal department.

Investment Manager

Creative Planning’s Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment
Manager’s primary function is to supervise accounts for their wealth management team.

Managing Director, Retirement Solutions

The Managing Director is responsible for generating and closing new business opportunities for Lockton Retirement Services, our mid/large market retirement plan advisory offering. Managing Director partners with our client service team to deliver plan services through on-going client relationship management.

New Business Trust Associate

The New Business Trust Associate provides administrative and operational
support to the New Business Group within Creative Planning Trust Company.

Operations Manager

The Operations Manager partners with Wealth Managers and Financial Planners in preparing and processing paperwork to open and maintain client accounts. High performers handle high volume, complex work with a low error rate and embody the Creative culture.

Personal Lines Risk Manager

The Risk Manager is responsible for providing a comprehensive insurance approach to the personal insurance needs of clients based on their specific exposures. They will provide quotes, explain coverages, and make recommendations to protect client assets

Real Estate Attorney

The Real Estate Attorney advises firm clients on residential and commercial real property transactions. This position requires knowledge of real estate transaction issues, as well as advanced research skills to assist in providing possible solutions for complex client real estate issues

Real Estate Paralegal

The Real Estate Paralegal provides real estate transaction services on behalf of Creative Planning Legal under attorney supervision.

Software Engineer

The primary responsibility of the Software Engineer is to ensure that Creative has first rate reliability and stability so that employee’s needs are met quickly to keep everyone operational.

Tax Staff / Manager / Director (CPA)

The Tax Manager will work directly with clients to prepare and deliver income tax returns as well as consult on any questions or planning with the wealth managers. They will be responsible for their own group of advisors to support as well as their own book of tax returns to prepare.

Trust Investment Associate

The Trust Investments Associate provides investment related support to the Trust Investment Officer

Nationwide

Financial Planner

We’re hiring Financial Planners in many markets. Contact us for current openings.
Download Job Description PDF

Financial Wellness Consultant.

The Financial Education Representative will deliver financial education services to the employees of Creative Planning Retirement Clients. He or she will be responsible for working alongside client service team members to develop and deliver education plans and in‐person meetings to our clients. This includes creating annual education plans, conducting employee meetings, and participating in sales meetings to represent the education team.

Trust Officer

The Trust Officer provides trust administration services on behalf of Creative
Planning Trust Company, a licensed Nevada trust company.

Wealth Manager

We’re hiring Wealth Managers in many markets. Contact us for current openings.
Download Job Description PDF

San Diego

Experience Manager

The Experience Manager establishes and maintains a professional relationship with clients and is often the first point of contact for Creative Planning. The Experience Manager performs a wide range of support activities to facilitate the efficient operation and, as part of the administrative team, completes firm-wide projects and activities as requested.

San Francisco

Experience Manager

The Experience Manager works under the Director of Administration. The Experience Manager performs a wide range of support activities to facilitate the efficient operation of Creative Planning’s Burlingame office. As part of the admin  team, the Experience Manager supports both local and national wealth managers and their teams and completes firmwide projects and activities as requested.

St. Louis

Estate Planning Attorney

The Estate Planning Attorney conducts reviews of current and prospective client estate plans and consults directly with wealth managers. This position requires knowledge of estate planning and tax issues, as well as advanced research skills to assist in providing possible solutions for complex client issues.

Estate Planning Paralegal

The paralegal’s primary responsibility is to take on as much work from the attorney as possible, with a focus on accuracy and efficiency. The Estate Planning Paralegal provides administrative and substantive legal support to the attorneys of Creative Planning’s legal department.

Phoenix

Estate Planning Paralegal

The paralegal’s primary responsibility is to take on as much work from the attorney as possible, with a focus on accuracy and efficiency. The Estate Planning Paralegal provides administrative and substantive legal support to the attorneys of Creative Planning’s legal department.

What They’re Saying About Creative Planning

2020 Best Places to Work

Kansas City Business Journal

2020 Best Wealth Management Firm

Ingrams

2019 Best Companies to Work For

Ingrams

Going Organic

Institutional Real Estate, Inc.

A Kansas Investment Firm Spurring Change on Wall Street

The New York Times

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021