Home > Careers

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 Wealth Management career openings, email millie.brink@creativeplanning.com. To apply for Business Services career openings, visit our career site here.

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

Spotlight

We're Hiring

Trust Administration Officer

  • 3+ years trust experience
  • Located in Las Vegas
  • Trust Administration/Trust Officer

Atlanta

Financial Planner

Wealth Management

Chicago

Experience Manager

Administrative

Kansas City

Claims Specialist

Property & Casualty

Personal Lines Account Manager

Property & Casualty

Personal Lines Risk Manager

Property & Casualty

Software Engineer

Information Technology

Tax Attorney

Legal

Los Angeles

Financial Planner

Wealth Management

National

Financial Planner

Wealth Management

Senior Consultant

Retirement

Systems Analyst

Managed Service Provider (MSP)

San Francisco Bay Area

Director, Client Engagement

Wealth Management/Marketing

Seattle

Director, Client Engagement

Wealth Management/Marketing

Washington D.C. & Baltimore Area

Director, Client Engagement

Wealth Management/Marketing

 

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