Careers at Creative Planning

Find your new career home by joining our growing Creative Planning family. This is your opportunity to shine!

Creative Planning Is Always Looking for Top-Shelf Talent Across the Country

When Creative Planning recognized 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've grown to become one of the largest investment advisory firms in the country. We're always looking for experienced wealth managers, CPAs, estate attorneys, CERTIFIED FINANCIAL PLANNER™ practitioners, traders, client service specialists and others who share a passion for helping our clients enjoy a richer way to wealth.

We're hiring nationwide for wealth managers and financial planners with more than 10 years of experience working with high-net-worth individuals and 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.

Spotlight

We're Hiring

Tax Director

Remote opportunities available!
CPA license
4+ years client-facing experience, including individuals, trusts and businesses

Download Job Description PDF

Kansas City

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.

Billing Specialist

The Billing Specialist’s primary responsibility is to ensure all existing clients are billed accurately.

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.

Client Service Coordinator

The Client Service Coordinator’s primary responsibility is to assist the Wealth Managers with client service-related tasks. The position requires communicating with clients and Wealth Managers to provide ongoing support with various tasks of client onboarding and day-to day maintenance.

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.

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.

Systems Analyst

The primary responsibility of the Systems Analyst is to provide clients with troubleshooting to include issue problem solving, configuration, and reliable operation of computer systems.

Trust Administration Officer

Creative Planning Trust Company is seeking a Trust Administration Officer to independently administer daily activities of moderately complex irrevocable trust relationships, in addition to supporting the relationship management services provided by Creative Planning.

Trust Operations Associate

The Trust Operations Associate works under the Trust Operations Manager in our Overland Park, Kansas location. The Trust Operations Associate’s primary responsibility is to process cash requests upon the instruction of the Trust Officer or the Trust Admin Associate.

Nationwide

Director, Client Engagement

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

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.

Retirement Sales Assistant

The Retirement Sales Assistant will work alongside Business Process Specialists in supporting the functions of the centralized sales support team. In addition, the Retirement Sales Assistant may interact with associates in other areas including RFPs, onboarding, invoicing, revenue reconciliation, and other projects as determined by business needs.

Senior Associate Consultant

The Senior 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.

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.

Trust Investment Officer, Specialty Assets

The Trust Investments Officer manages a group of Specialty and Hard-to-Value assets within their area(s) of expertise to ensure they are managed as outlined by the policies and procedures of Creative Planning Trust Company.

Wealth Manager

We’re hiring Wealth Managers in many markets. Contact us for current openings.
Download Job Description PDF

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