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 career openings, please email [email protected].

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

Virtual CFO

Business Services

View Position

Bay Area, CA

Financial Planner

Wealth Management

View Position

Wealth Manager

Wealth Management

View Position

Bellevue, WA

Financial Planner

Wealth Management

View Position

Bloomington, MN

Audit Shareholder

Business Services

View Position

Implementation Specialist

Managed IT

View Position

Managed IT Support Services I

Managed IT

View Position

Tax Director

Business Services

View Position

Tax Supervisor

Business Services

View Position

Charlotte

Wealth Manager

Wealth Management

View Position

Chicago

Virtual CFO

Business Services

View Position

Columbus

Wealth Manager

Wealth Management

View Position

Des Moines, IA

Audit Senior

Business Services

View Position

Detroit

Wealth Manager

Wealth Management

View Position

Ft. Lauderdale

Wealth Manager

Wealth Management

View Position

Greenville, NC

Wealth Manager

Wealth Management

View Position

Houston

Consultant

Retirement

View Position

Wealth Manager

Wealth Management

View Position

Indian Wells, CA

Wealth Manager

Wealth Management

View Position

Kansas City

Associate Financial Planner

Financial Planning

View Position

Audit Senior

Business Services

View Position

Audit Shareholder

Business Services

View Position

Bill Pay Clerk

Business Services

View Position

Commercial Lines Insurance Producer

Property & Casualty

View Position

Elder Law Attorney

Legal

View Position

Insurance Account Manager

Insurance

View Position

Software Engineer

Information Technology

View Position

Tax Director

Business Services

View Position

Tax Manager

Business Services

View Position

Little Rock

Wealth Manager

Wealth Management

View Position

Minneapolis

Wealth Manager

Wealth Management

View Position

National

Audit Manager - Government

Business Services

View Position

Data Engineer

Managed IT

View Position

Executive Compensation Attorney

Legal

View Position

HRIS Implementation Specialist

Business Services

View Position

Intellectual Property Attorney

Legal

View Position

Tax Staff / Manager / Director (CPA)

Tax

View Position

Trust Investment Associate

Trust

View Position

Virtual Chief Information Officer

Managed IT

View Position

Norfolk, VA

Wealth Manager

Wealth Management

View Position

Omaha, NE

Financial Planner

Wealth Management

View Position

Tax Director

Business Services

View Position

Orange County

Wealth Manager

Wealth Management

View Position

Overland Park, KS

Investment Manager

Trading

View Position

Reno

Wealth Manager

Wealth Management

View Position

San Jose

Wealth Manager

Wealth Management

View Position

Scarsdale, NY

Wealth Manager

Wealth Management

View Position

Tucson

Wealth Manager

Wealth Management

View Position

Tulsa

Wealth Manager

Wealth Management

View Position

 

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