Careers at Creative Planning
Find your new career home by joining our growing Creative Planning family. This is your opportunity to shine!
Thun Financial is now Creative Planning International
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
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 millie.brink@creativeplanning.com.
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
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.
Business/Corporate Attorney
The Business/Corporate Attorney’s primary job responsibility is to provide counsel to the firm’s business clients, including with respect to entity structuring, development and implementation of mergers, acquisitions and other transactions and development and implementation of business succession plans.
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.
Data Engineer
A Data Engineer at Creative Planning helps departments throughout the company obtain data and insights to support their business functions. This role provides an opportunity for the Data Engineer to work within a highly collaborative and engaging environment. It also requires working with our internal and external users.
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.
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.
International Operations Manager
The International Operations Manager partners with the International Team Manager and Wealth Managers in preparing and processing paperwork to open and maintain client accounts. While embodying the Creative Planning culture, the International Operations Manager is resourceful in solving complex international needs, is client‐facing and is essential to creating a positive client experience
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.
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
A Software Engineer at Creative Planning helps ensure that the company has first rate reliability and stability to keep everyone operational. This role provides an opportunity for the software engineer to work with a highly collaborative and engaging environment. It also requires working with our internal and external users.
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.
Nationwide
Account Specialist
The Account Specialist delivers high quality and efficient service to both internal and external clients through the day‐to‐day management of an assigned group of accounts. The Account Specialist works under direct supervision to support Consultants and Senior Consultants on assigned Plans.
Associate Consultant
The Associate Consultant delivers high quality and efficient service to both internal and external clients through Strategic and & day‐to‐day management of an assigned group of accounts. This role will require maintaining a book of business on core accounts, and occasionally partnering with Senior Consultants and Team Leaders.
Director, Client Engagement
If you enjoy the sales and onboarding process without cold calling, we have the role for you! Searching for highly motivated sales-driven financial advisors to take on the role of Director, Client Engagement with Creative Planning. In this pivotal role, your sole focus is client acquisition. You will meet with qualified prospects delivered through our marketing lead channels to learn more about the prospective client’s needs and share with them our breadth of services.
Financial Planner
We’re hiring Financial Planners in many markets. Contact us for current openings.
Download Job Description PDF
Wealth Manager
We’re hiring Wealth Managers in many markets. Contact us for current openings.
Download Job Description PDF
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
