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 [email protected].
To inquire about Tax/Audit internships, please send your resume to [email protected].
To inquire about Wealth Management/Financial Planning internships, please send your resume to [email protected].
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.
