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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 [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

Financial Planner

Wealth Management

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Bay Area, CA

Wealth Manager

Wealth Management

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Birmingham, AL

Wealth Manager

Wealth Management

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Bloomington, MN

Audit Shareholder

Business Services

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Managed IT Support Services I

Managed IT

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Boulder

Wealth Manager

Wealth Management

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Burlingame, CA

Wealth Manager

Wealth Management

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Charlotte

Wealth Manager

Wealth Management

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Columbus

Wealth Manager

Wealth Management

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Des Moines, IA

Audit Senior

Business Services

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Detroit

Wealth Manager

Wealth Management

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Ft. Lauderdale

Wealth Manager

Wealth Management

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Greenville, NC

Wealth Manager

Wealth Management

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Houston

Wealth Manager

Wealth Management

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Indian Wells, CA

Wealth Manager

Wealth Management

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Indianapolis

Wealth Manager

Wealth Management

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Kansas City

Account Executive

Marketing

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Associate Financial Planner

Financial Planning

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Audit Shareholder

Business Services

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Commercial Lines Account Executive

Property & Casualty

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Commercial Lines Insurance Producer

Property & Casualty

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Elder Law Attorney

Legal

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ERISA Consulant

Legal

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Investment Manager

Investment Management

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Software Engineer

Information Technology

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Tax Director

Business Services

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Tax Manager

Business Services

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Tax Senior

Business Services

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Little Rock

Wealth Manager

Wealth Management

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Los Angeles

Financial Planner

Wealth Management

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McLean, VA

Financial Planner

Wealth Management

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Wealth Manager

Wealth Management

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Minneapolis

Wealth Manager

Wealth Management

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National

Audit Senior - Government

Business Services

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Managing Director, Retirement Solutions

Retirement

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Payroll Support Specialist

Business Services

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Tax Staff / Manager / Director (CPA)

Tax

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Norfolk, VA

Wealth Manager

Wealth Management

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Omaha, NE

Financial Planner

Wealth Management

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Tax Director

Business Services

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Orange County

Wealth Manager

Wealth Management

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Reno

Wealth Manager

Wealth Management

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San Francisco Bay Area

Director, Client Engagement

Wealth Management/Marketing

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San Jose

Wealth Manager

Wealth Management

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Scarsdale, NY

Wealth Manager

Wealth Management

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St. Cloud, MN

Tax Associate

Business Services

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Tucson

Wealth Manager

Wealth Management

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Tulsa

Wealth Manager

Wealth Management

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Walnut Creek, CA

Wealth Manager

Wealth Management

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