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 careers@creativeplanning.com

To inquire about Tax/Audit internships, please send your resume to internships@creativeplanning.com

To inquire about Wealth Management/Financial Planning internships, please send your resume to wmfp.internship@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

We're hiring nationwide for CPAs and financial planners with at least 3 years' experience in a client centric role.

Workplace Awards and Recognition

*Disclosure Information

ACBJ- 11199_WEB_BADGE_062226224703

Kansas City Business Journal's
Best Places to Work (2025)
*

Awarded each year based on employee nominations.

BCTWF logo 2025

Ingram's Magazine's
Best Companies to Work For (2025)
*

Awarded each year based on employer submissions.

Career Openings

We're Hiring

SPOTLIGHT: Tax Director

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

Wealth Manager

Wealth Management

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Arizona

Senior Retirement Consultant

Retirement Services

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Atlanta

Financial Planner

Financial Planning

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Financial Wellness Consultant

Retirement Services

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Baltimore, Maryland

Financial Wellness Consultant

Retirement Services

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Wealth Manager

Wealth Management

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Berwyn, PA

Financial Planner

Financial Planning

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Bloomington, MN

Financial Planner

Financial Planning

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Solutions Sales Leader - Tax

Tax

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Tax Director

Business Services

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Tax Supervisor

Business Services

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Boston

Financial Wellness Consultant

Retirement Services

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Cedar Rapids, IA

Solution Sales Leader - Tax

Tax

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Tax Manager

Business Services

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Central, IL

Wealth Manager

Wealth Management

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Charleston, SC

Financial Planner

Financial Planning

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Chicago

Financial Planner

Financial Planning

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Financial Wellness Consultant

Retirement Services

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Cleveland, OH

Wealth Manager

Wealth Management

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Coralville, IA

Solution Sales Leader - Tax

Tax

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Tax Manager

Business Services

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Dallas, TX

Financial Wellness Consultant

Retirement Services

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Des Moines, IA

Solution Sales Leader - Tax

Tax

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Detroit

Administrative Assistant (Troy, MI)

Administration

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Wealth Manager

Wealth Management

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Kansas City

Cloud Engineer

Application Development

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Commercial Lines Account Coordinator

Property & Casualty

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Commercial Lines Account Executive

Property & Casualty

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Data Engineer

Application Development

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Estate Planning Attorney

Legal

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Financial Planner

Financial Planning

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Personal Lines Account Manager

Property & Casualty

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Real Estate Paralegal

Legal

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Software Engineer

Application Development

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Solution Sales Leader - Tax

Tax

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Tax Front Desk Coordinator

Tax

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Tax Manager

Business Services

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Las Vegas, Nevada

Trust Officer

Trust

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Los Angeles

Financial Wellness Consultant

Retirement Services

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Wealth Manager

Wealth Management

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McLean, VA

Financial Planner

Financial Planning

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Memphis

Financial Planner

Financial Planning

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Minneapolis

Financial Wellness Consultant

Retirement Services

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National

Cross-Border Estate Planning Attorney

Legal

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Estate Planning Attorney

Legal

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Estate Planning Attorney

Legal

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Financial Planner

Financial Planning

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Financial Wellness Consultant

Retirement Services

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Marketing Director - Solutions Architect

Marketing

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Retirement Consultant, PEP

Retirement Services

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Tax Director - Construction

Business Services

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Tax Senior - Credits and Incentives

Business Services

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Tax Staff / Manager / Director (CPA)

Tax

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Technology Advisor

Managed IT

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Trust Investments Officer, Mineral, Oil & Gas

Trust

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New York, NY

Financial Wellness Consultant

Retirement Services

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Newport Beach, CA

Administrative Assistant

Retirement

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Financial Wellness Consultant

Retirement Services

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Omaha, NE

CPA Administrative Assistant

Audit

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Solution Sales Leader - Tax

Tax

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Tax Manager

Business Services

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Paramus, NJ

Wealth Manager

Wealth Management

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Phoenix, AZ

Financial Wellness Consultant

Retirement Services

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Pittsburgh

Wealth Manager

Wealth Management

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Portland, OR

Wealth Manager

Wealth Management

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Portsmouth, NH

Wealth Manager

Wealth Management

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Princeton, NJ

Wealth Manager

Wealth Management

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Rochester

Wealth Manager - Rochester, NY

Wealth Management

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San Francisco Bay Area

Financial Wellness Consultant

Retirement Services

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St Louis

Financial Planner

Financial Planning

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Financial Wellness Consultant

Retirement Services

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St. Cloud, MN

Solutions Sales Leader - Tax

Tax

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Tax Supervisor

Business Services

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Tampa, FL

Financial Wellness Consultant

Retirement Services

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Urbandale, IA

Tax Director

Business Services

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Walnut Creek, CA

Financial Planner

Financial Planning

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Washington, DC

Financial Wellness Consultant

Retirement Services

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Waterloo, IA

Solution Sales Leader - Tax

Tax

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