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

  • 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

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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Senior Retirement Consultant

Retirement Services

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Austin

Experience Manager - Administrative Assistant

Administrative

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Bay Area, CA

Wealth Manager

Wealth Management

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Berwyn, PA

Financial Planner

Financial Planning

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Bloomington, MN

Tax Supervisor

Business Services

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Cedar Rapids, IA

Tax Manager

Business Services

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Cleveland, OH

Wealth Manager

Wealth Management

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Coralville, IA

Tax Manager

Business Services

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Detroit

Wealth Manager

Wealth Management

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Ft. Lauderdale

Wealth Manager

Wealth Management

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Kansas City

Administrative Paralegal

Legal

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Commercial Lines Account Executive

Property & Casualty

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Data Engineer

Application Development

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Financial Planner

Financial Planning

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IT Support Services I

Managed IT

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Marketing Automation Specialist

Marketing

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Marketing Director - Solutions Architect

Marketing

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Personal Lines Account Manager

Property & Casualty

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Tax Manager

Business Services

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Las Vegas, Nevada

Trust Officer

Trust

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Long Island

Wealth Manager

Wealth Management

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Los Angeles

Wealth Manager

Wealth Management

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National

Business Process Specialist, Onboarding

Retirement Services

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Financial Planner

Financial Planning

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Financial Wellness Consultant

Retirement Services

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Investment Operations Analyst

Retirement Services

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Marketing Analytics Senior Manager

Marketing

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Outsourced Accounting Manager - Construction

Business Services

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Retirement Consultant, PEP

Retirement Services

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Tax Staff / Manager / Director (CPA)

Tax

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Omaha, NE

Audit Senior

Business Services

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Paramus, NJ

Wealth Manager

Wealth Management

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Pittsburgh

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 Jose

Wealth Manager

Wealth Management

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St. Cloud, MN

Tax Supervisor

Business Services

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Waterloo, IA

IT Support Services I

Managed IT

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