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

KCBJ

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

Awarded each year based on employee nominations.

Ingram's

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

Awarded each year based on employer submissions.

Visual Capitalist

Visual Capitalist's America's Best-in-State Companies (2026)*

Awarded each year based on client and employee reviews.

Career Openings

We're Hiring

SPOTLIGHT: Financial Wellness Consultant

  • 50 openings available nationwide
  • Series 65 or 66 required, CFP preferred
  • 5+ years in client facing role & experience with qualified retirement plans & investment products
Albuquerque

Wealth Manager

Wealth Management

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Arizona

Financial Planner - Phoenix

Financial Planning

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Financial Wellness Consultant - Phoenix

Retirement Services

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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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Boston

Financial Wellness Consultant

Retirement Services

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California

Financial Planner - Walnut Creek

Financial Planning

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Financial Wellness Consultant - Bay Area

Retirement Services

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Financial Wellness Consultant - Los Angeles

Retirement Services

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Financial Wellness Consultant - Newport Beach

Retirement Services

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Financial Wellness Consultant - Northern California

Retirement Services

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Dallas, TX

Financial Wellness Consultant

Retirement Services

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Denver, CO

Financial Planner

Financial Planning

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Florida

Financial Wellness Consultant - Miami

Retirement Services

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Financial Wellness Consultant - Tampa

Retirement Services

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Tax Manager - Fort Myers

Tax

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Tax Manager - Naples

Tax

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Wealth Manager - Miami

Wealth Management

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Hawaii

Financial Wellness Consultant

Retirement Services

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Houston

Financial Wellness Consultant

Retirement Services

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Illinois

Financial Wellness Consultant - Chicago

Retirement Services

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Wealth Manager - Central Illinois

Wealth Management

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Wealth Manager - Chicago

Wealth Management

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Indiana

Financial Wellness Consultant

Retirement Services

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Iowa

Tax Manager - Cedar Rapids

Business Services

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Tax Manager - Coralville

Business Services

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Tax Senior - Des Moines

Tax

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Tax Senior - Waterloo

Tax

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Tax Staff - Des Moines

Tax

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Tax Supervisor - Waterloo

Tax

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Kansas City

Audit Manager

Audit

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Audit Senior

Audit

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Audit Senior - Government

Audit

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Audit Shareholder

Audit

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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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Commercial Lines Account Manager

Property & Casualty

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Estate Planning Advisor

Financial Planning

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Financial Planner

Financial Planning

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Operations Manager

Operations

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Personal Insurance Risk Manager

Property & Casualty

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Personal Lines Account Manager

Property & Casualty

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Personal Risk Manager Account Coordinator

Property & Casualty

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Retirement Plan Outbound Representative

Retirement Planning

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Software Engineer

Application Development

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Tax Director

Business Services

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Tax Manager

Business Services

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Las Vegas, Nevada

Trust Officer

Trust

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Maine

Financial Wellness Consultant

Retirement Services

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Memphis

Financial Planner

Financial Planning

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Michigan

Estate Planning Attorney

Legal

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Experience Manager - Detroit

Administration

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Minnesota

Financial Wellness Consultant - Minneapolis

Retirement Services

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Tax Director - Bloomington

Business Services

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National

Business Process Specialist, Invoicing and Reconciliation

Retirement Services

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Business Process Specialist, Onboarding

Retirement Services

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Client Engagement Manager

Retirement Services

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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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Outsourced Accounting Manager

Outsourced Accounting

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PEP Consultant

Retirement Services

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Retirement Consultant, PEP

Retirement Services

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Tax Director - Construction

Business Services

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Tax Manager - Estate, Gift & Trust

Tax

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Tax Senior - Credits & Incentives

Tax

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Tax Senior Associate

Tax

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Technical Business Analyst - Data & Automation

Managed IT

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Technology Advisor

Managed IT

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New Jersey

Wealth Manager

Wealth Management

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Wealth Manager - Princeton

Wealth Management

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New York

Financial Wellness Consultant - NYC

Retirement Services

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Wealth Manager - Rochester

Wealth Management

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Ohio

Experience Manager - Cincinnati

Administration

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Financial Wellness Consultant

Retirement Services

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Wealth Manager - Cleveland

Wealth Management

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Omaha, NE

Audit Senior

Audit

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Financial Wellness Consultant

Retirement Services

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Tax Manager

Business Services

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Tax Supervisor

Tax

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Pennsylvania

Financial Planner - Berwyn

Financial Planning

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Financial Wellness Consultant - Philadelphia

Retirement Services

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Wealth Manager - Pittsburgh

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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Richmond, VA

Wealth Manager

Wealth Management

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St Louis

Financial Planner

Financial Planning

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Financial Wellness Consultant

Retirement Services

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Washington, DC

Financial Wellness Consultant

Retirement Services

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