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 Wealth Management career openings, email millie.brink@creativeplanning.com. To apply for Business Services career openings, visit our career site here.
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
Trust Administration Officer
Atlanta
Financial Planner
Wealth Management
Burlingame, CA
Wealth Manager
Wealth Management
Chicago
Experience Manager
Administrative
Cleveland, OH
Wealth Manager
Wealth Management
Kansas City
Administrative Assistant
Administrative
Associate Consultant
Retirement
Associate Financial Planner
Financial Planning
Billing Specialist
Billing
Commercial Lines Insurance Producer
Property & Casualty
Elder Law Attorney
Legal
Investment Manager
Investment Management
Personal Lines Account Manager
Property & Casualty
Software Engineer
Information Technology
Trust Administration Officer
Trust Services
Los Angeles
Financial Planner
Wealth Management
National
Account Specialist
Retirement Services
Financial Planner
Wealth Management
Financial Planner
Wealth Management
Managing Director, Retirement Solutions
Retirement
Senior Consultant
Retirement
Systems Analyst
Managed Service Provider (MSP)
Trust Administration Officer
Trust 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