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

Interested in an internship? Send your resume to internships@creativeplanning.com (Tax/Audit) or wmfp.internship@creativeplanning.com (Wealth Management/Financial Planning).

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
Headquarters – Kansas City Area

Audit Manager

Audit

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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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Director Client Development

Marketing

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Estate Associate

Trust

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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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Quality Assurance Engineer

Application Development

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Retirement Plan Outbound Representative

Retirement Planning

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Sales Admin

Managed IT

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Software Engineer

Application Development

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Support Services 1

Managed IT

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Tax Director

Business Services

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Arizona

Financial Planner - Phoenix

Financial Planning

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Financial Wellness Consultant - Phoenix

Retirement Services

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California

Administrative Paralegal - Los Angeles

Legal

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Administrative Paralegal - San Francisco

Legal

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Estate Planning Attorney - Statewide

Legal

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Financial Wellness Consultant - Northern California

Retirement Services

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Financial Wellness Consultant - Southern California

Retirement Services

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Colorado

Administrative Paralegal - Denver

Legal

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Financial Planner - Denver

Financial Planning

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Delaware

Administrative Paralegal - Wilmington

Legal

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Florida

Financial Wellness Consultant - Miami

Retirement Services

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Tax Manager - Fort Myers/Naples

Tax

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Wealth Manager - Miami

Wealth Management

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Wealth Manager - Tampa

Wealth Management

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Georgia

Estate Planning Attorney - Statewide

Legal

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Financial Wellness Consultant - Atlanta

Retirement Services

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Hawaii

Financial Wellness Consultant - Statewide

Retirement Services

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Illinois

Administrative Paralegal - Chicago

Legal

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Financial Wellness Consultant - Chicago

Retirement Services

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Wealth Manager - Chicago

Wealth Management

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Indiana

Financial Wellness Consultant - Statewide

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 - Waterloo

Tax

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Tax Supervisor - Waterloo

Tax

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Kansas City

Tax Manager

Business Services

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Maine

Financial Wellness Consultant - Statewide

Retirement Services

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Massachusetts

Financial Wellness Consultant - Boston

Retirement Services

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Michigan

Experience Manager - Detroit

Administration

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Minnesota

Audit Senior - Government - Bloomington

Audit

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Financial Wellness Consultant - Minneapolis

Retirement Services

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Tax Supervisor - Bloomington

Business Services

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Missouri

Financial Planner - St Louis

Financial Planning

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National

Audit Manager - Quality of Earnings

Audit

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Business Attorney, Employmet

Legal

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Business Process Specialist, Onboarding

Retirement Services

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Cross-Border Estate Planning Attorney

Legal

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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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Staff Accountant

Outsourced Accounting & Bill Pay

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Tax Director - Construction

Business Services

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Tax Director - Corporate Tax

Tax

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Tax Manager - Estate, Gift & Trust

Tax

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Tax Senior Associate

Tax

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Technology Advisor

Managed IT

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Nebraska

Administrative Paralegal - Omaha

Legal

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Audit Senior - Government

Audit

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Financial Wellness Consultant - Omaha

Retirement Services

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Tax Manager - Omaha

Business Services

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Tax Supervisor

Tax

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Nevada

Trust Officer - Las Vegas

Trust

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New Hampshire

Wealth Manager - Portsmouth/Nashua

Wealth Management

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New Jersey

Wealth Manager - Princeton

Wealth Management

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New Mexico

Wealth Manager - Albuquerque

Wealth Management

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New York

Estate Planning Attorney - Statewide

Legal

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Financial Wellness Consultant - NYC

Retirement Services

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Wealth Manager - Rochester

Wealth Management

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Ohio

Administrative Paralegal - Cincinnati

Legal

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Financial Wellness Consultant - Statewide

Retirement Services

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Oklahoma

Wealth Manager - Oklahoma City

Wealth Management

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Oregon

Wealth Manager - Portland

Wealth Management

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Pennsylvania

Estate Planning Attorney - Statewide

Legal

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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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Tennessee

Financial Planner - Memphis

Financial Planning

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Texas

Estate Planning Attorney - Statewide

Legal

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Financial Wellness Consultant - Houston/Louisiana

Retirement Services

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Virginia

Financial Wellness Consultant - Richmond

Retirement Services

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Wealth Manager - McLean

Wealth Management

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Wealth Manager - Richmond

Wealth Management

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