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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

Spotlight

We're Hiring

Tax Director

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

Atlanta

Financial Planner

Wealth Management

Burlingame, CA

Wealth Manager

Wealth Management

Chicago

Experience Manager

Administrative

Cleveland, OH

Wealth Manager

Wealth Management

Kansas City

Associate Financial Planner

Financial Planning

Brand Ambassador

Marketing

Investment Manager

Investment Management

Operations Manager

Operations

Personal Lines Account Manager

Property & Casualty

Personal Lines Risk Manager

Property & Casualty

Staff Accountant

Accounting

Software Engineer

Information Technology

Los Angeles

Financial Planner

Wealth Management

National

Administrative Assistant

Business Services

Audit Director

Business Services

Audit Senior

Business Services

Audit Staff

Business Services

HRIS Designer

Business Services

Payroll Support Specialist

Business Services

Systems Analyst

Managed Service Provider (MSP)

Tax Associate

Business Services

Tax Director

Business Services

Tax Senior

Business Services

Tax Supervisor

Business Services

Virtual CFO

Business Services

Omaha, NE

Financial Planner

Wealth Management

Portland, OR

Wealth Manager

Wealth Management

Rockford, IL

Financial Planner

Wealth Management

Salt Lake City, UT

Wealth Manager

Wealth Management

San Francisco Bay Area

Director, Client Engagement

Wealth Management/Marketing

Seattle

Director, Client Engagement

Wealth Management/Marketing

 

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