Financial Wellness Consultant

Career Opportunities | Join Our Team Nationwide | Creative Planning Skip to content Our Team Login Menu Menu Contact Us Contact Us 866-273-2848 Family Office Family Office Ultra-Affluent Wealth Management Legacy Planning Charitable Planning Insurance & Risk Management Wealth Transfer Liquidity & Exit Planning Business Valuation Outsourced Accounting & Bill Pay Family Governance Social Impact Philanthropy Services Wealth Management Wealth Management High-Net-Worth Wealth Management Ultra-Affluent Wealth Management Investment Management Alternative Investments Tax Planning Estate Planning Financial Planning Retirement Planning Insurance & Risk Management International Wealth 401k & Business Services​ Retirement & Foundations Retirement Plan Services Institutional Investment Consulting for Nonprofit Organizations Business Services Mergers & Acquisitions and Consulting​ Business Valuations Business Tax Audit & Attest Outsourced Accounting & Bill Pay Payroll Services Legal Services Technology Services Business Insurance Insights Insights Topics Financial Planning Investing Taxes Estate Planning & Trusts Retirement Risk Management Financial Calculators Retirement Savings Retirement Planning 401(k) Savings Calculator Traditional 401k vs Roth 401k Retirement Income Estimator IRA Investment Social Security Benefits Podcasts Down the Middle Signal or Noise? Icons and Ideas About About Creative Planning Your Team Locations Meet Peter Mallouk Giving Back Careers Press Contact Us Our Team Careers Contact Us Login Visit Creative Planning International Contact Us Menu Contact Us Contact Us 866-273-2848 Family Office Family Office Ultra-Affluent Wealth Management Legacy Planning Charitable Planning Insurance & Risk Management Wealth Transfer Liquidity & Exit Planning Business Valuation Outsourced Accounting & Bill Pay Family Governance Social Impact Philanthropy Services Wealth Management Wealth Management High-Net-Worth Wealth Management Ultra-Affluent Wealth Management Investment Management Alternative Investments Tax Planning Estate Planning Financial Planning Retirement Planning Insurance & Risk Management International Wealth 401k & Business Services​ Retirement & Foundations Retirement Plan Services Institutional Investment Consulting for Nonprofit Organizations Business Services Mergers & Acquisitions and Consulting​ Business Valuations Business Tax Audit & Attest Outsourced Accounting & Bill Pay Payroll Services Legal Services Technology Services Business Insurance Insights Insights Topics Financial Planning Investing Taxes Estate Planning & Trusts Retirement Risk Management Financial Calculators Retirement Savings Retirement Planning 401(k) Savings Calculator Traditional 401k vs Roth 401k Retirement Income Estimator IRA Investment Social Security Benefits Podcasts Down the Middle Signal or Noise? Icons and Ideas About About Creative Planning Your Team Locations Meet Peter Mallouk Giving Back Careers Press Contact Us Our Team Careers Contact Us Login Visit Creative Planning International Contact Us Creative Planning > Careers 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] Interested in an internship? Send your resume to [email protected] (Tax/Audit) or [email protected] (Wealth Management/Financial Planning). Workplace Awards and Recognition *Disclosure Information Kansas City Business Journal's Best Places to Work (2025)* Awarded each year based on employee nominations. Ingram's Magazine's Best Companies to Work For (2025)* Awarded each year based on employer submissions. 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 Download Job Description PDF Headquarters – Kansas City Area Accounting Manager - Insurance Services Division Property & Casualty View Position Audit Manager Audit View Position Estate Associate Trust View Position Key Account Manager Retirement Services View Position Personal Lines Account Manager Property & Casualty View Position Personal Risk Manager Account Coordinator Property & Casualty View Position Quality Assurance Engineer Software Engineering View Position Retirement Operations Specialist Retirement Services View Position Sales Admin Managed IT View Position Salesforce Solutions Architect Retirement Services View Position Software Engineer Software Engineering View Position Support Services 1 Managed IT View Position Tax Director Business Services View Position Tax Manager Business Services View Position Wire Associate Operations View Position Arizona Administrative Paralegal - Scottsdale Legal View Position Financial Planner - Phoenix Financial Planning View Position California Administrative Paralegal - Los Angeles Legal View Position Administrative Paralegal - San Francisco Legal View Position Estate Planning Attorney - Statewide Legal View Position Financial Wellness Consultant - Northern California Retirement Services View Position Financial Wellness Consultant - Southern California Retirement Services View Position Colorado Administrative Paralegal - Denver Legal View Position Financial Planner - Denver Financial Planning View Position Delaware Administrative Paralegal - Wilmington Legal View Position Florida Financial Wellness Consultant - Miami Retirement Services View Position Tax Manager - Fort Myers/Naples Tax View Position Wealth Manager - Miami Wealth Management View Position Georgia Estate Planning Attorney - Statewide Legal View Position Financial Wellness Consultant - Atlanta Retirement Services View Position Hawaii Financial Wellness Consultant - Statewide Retirement Services View Position Illinois Administrative Paralegal - Chicago Legal View Position Wealth Manager - Central Illinois Wealth Management View Position Indiana Financial Wellness Consultant - Statewide Retirement Services View Position Retirement Managing Director - Indianapolis Retirement Services View Position Iowa Tax Manager - Cedar Rapids Business Services View Position Tax Manager - Coralville Business Services View Position Tax Senior - Waterloo Tax View Position Tax Supervisor - Waterloo Tax View Position Massachusetts Financial Wellness Consultant - Boston Retirement Services View Position Michigan Experience Manager - Detroit Administration View Position Retirement Managing Director - Detroit Retirement Services View Position Minnesota Audit Senior - Government - Bloomington Audit View Position Financial Wellness Consultant - Minneapolis Retirement Services View Position Tax Supervisor - Bloomington Business Services View Position Missouri Financial Planner - St Louis Financial Planning View Position Retirement Managing Director - St. Louis Retirement Services View Position National Audit Manager - Quality of Earnings Audit View Position Business Attorney, Employmet Legal View Position Cross-Border Estate Planning Attorney Legal View Position Financial Wellness Consultant Retirement Services View Position International Wealth Manager Wealth Management View Position Key Account Manager Retirement Services View Position Marketing Director - Solutions Architect Marketing View Position Retirement Consultant, PEP Retirement Services View Position Salesforce Solutions Architect Retirement Services View Position Software Consultant (NetSuite) Enterprise Solutions View Position Staff Accountant Outsourced Accounting & Bill Pay View Position Tax Director - Construction Business Services View Position Tax Director - Corporate Tax Tax View Position Tax Manager - Estate, Gift & Trust Tax View Position Tax Senior Associate Tax View Position Technology Advisor Managed IT View Position Nebraska Audit Senior - Government Audit View Position Financial Wellness Consultant - Omaha Retirement Services View Position Tax Manager - Omaha Business Services View Position Tax Supervisor Tax View Position Nevada Trust Officer - Las Vegas Trust View Position New Hampshire Wealth Manager - Portsmouth/Nashua Wealth Management View Position New Jersey Wealth Manager - Princeton Wealth Management View Position New Mexico Wealth Manager - Albuquerque Wealth Management View Position New York Estate Planning Attorney - Statewide Legal View Position Financial Wellness Consultant - NYC Retirement Services View Position Wealth Manager - Rochester Wealth Management View Position Ohio Administrative Paralegal - Cincinnati Legal View Position Financial Wellness Consultant - Statewide Retirement Services View Position Retirement Managing Director Retirement Services View Position Oregon Wealth Manager - Portland Wealth Management View Position Pennsylvania Estate Planning Attorney - Statewide Legal View Position Financial Planner - Berwyn Financial Planning View Position Financial Wellness Consultant - Philadelphia Retirement Services View Position Retirement Managing Director - Pittsburgh Retirement Services View Position Wealth Manager - Pittsburgh Wealth Management View Position Tennessee Financial Planner - Memphis Financial Planning View Position Retirement Managing Director - Nashville Retirement Services View Position Texas Financial Planner - Austin Financial Planning View Position Financial Wellness Consultant - Houston/Louisiana Retirement Services View Position Retirement Managing Director - Houston Retirement Services View Position Virginia Financial Wellness Consultant - Richmond Retirement Services View Position Wealth Manager - McLean Wealth Management View Position Wealth Manager - Richmond Wealth Management View Position Washington Retirement Managing Director - Seattle Retirement Services View Position " * " indicates required fields Comments This field is for validation purposes and should be left unchanged. Let's Get to Know You First Name * Last Name * Prefer to discuss over the phone? 833-416-4702 Next Where is your primary residence? Country * United States Canada United Kingdom Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire, Sint Eustatius and Saba Bosnia and Herzegovina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Darussalam Bulgaria Burkina Faso Burundi Cambodia Cameroon Cape Verde Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos Islands Colombia Comoros Congo, Democratic Republic of the Congo, Republic of the Cook Islands Costa Rica Croatia Curaçao Cyprus Czech Republic Côte d'Ivoire Denmark Djibouti Dominica Dominican Republic Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Eswatini (Swaziland) Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Heard and McDonald Islands Holy See Honduras Hong Kong Hungary Iceland India Indonesia Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati Kuwait Kyrgyzstan Lao People's Democratic Republic Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macau Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia Moldova Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island Northern Mariana Islands Norway Oman Pakistan Palau Palestine, State of Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Romania Russia Rwanda Réunion Saint Barthélemy Saint Helena Saint Kitts and Nevis Saint Lucia Saint Martin Saint Pierre and Miquelon Saint Vincent and the Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Sint Maarten Slovakia Slovenia Solomon Islands Somalia South Africa South Georgia South Korea South Sudan Spain Sri Lanka Sudan Suriname Svalbard and Jan Mayen Islands Sweden Switzerland Taiwan Tajikistan Tanzania Thailand Timor-Leste Togo Tokelau Tonga Trinidad and Tobago Tunisia Turkey Turkmenistan Turks and Caicos Islands Tuvalu US Minor Outlying Islands Uganda Ukraine United Arab Emirates Uruguay Uzbekistan Vanuatu Vietnam Virgin Islands, British Virgin Islands, U.S. Wallis and Futuna Western Sahara Yemen Zambia Zimbabwe Åland Islands ZIP Code * Prefer to discuss over the phone? 833-416-4702 Back Next How May We Reach You? Email * Phone * International Phone * Prefer to discuss over the phone? 833-416-4702 Back Next What is the Approximate Amount of Your Investable Assets? Investable Assets * Select Range Under $200,000 $200,000 to $500,000 $500,000 to $1 million $1 million to $2 million $2 million to $5 million $5 million to $10 million $10 million to $25 million $25 million to $100 million Over $100 million Investable Assets * Select Range $500,000 to $1 million $1 million to $2 million $2 million to $5 million $5 million to $10 million $10 million to $25 million $25 million to $100 million Over $100 million Prefer to discuss over the phone? 833-416-4702 We work with households having a minimum of $500,000 in U.S.-based investable assets. By submitting this form, you agree to let us use and protect your information as described in our Privacy Policy. We never sell your personal information. Learn more in our Privacy Policy . PW UHNW brnd Referral Source * Marketing Keycode LP URL Website charlie-ram Wealth Management Children's Mercy Catholic Embed Retirement Clinic Referral Source * Referral Partner Consent Specialty Practice SP Type Dentists SP Coaches SP Type Social Impact SP Type Aviation SP Type Law Enforcement SP Type Sports and Entertainment Law Enforcement Aviation Sports Dentists Catholic Focus Back Submit Could your money be working harder for you? Contact our team today. Request a Meeting Client Services: 866-909-5148 Retirement Plan Services: 866-427-4015 Become a Client: 833-416-4702 Client Login International Wealth Corporate mailing address: 5454 W 110th St, Overland Park, KS 66211 *View Disclosure Personal Wealth Ultra-Affluent Wealth Management High-Net-Worth Wealth Management Investment Management Tax Planning Estate Planning & Trusts Financial Planning Retirement Planning Insurance & Risk Management International Wealth Family Office Ultra-Affluent Wealth Management Legacy Planning Charitable Planning Insurance & Risk Management Wealth Transfer Family Governance​ Liquidity & Exit Planning Business Valuation Outsourced Accounting & Bill Pay Social Impact 401k & Business Services Business Services Audit & Attest Business Tax Accounting & Bill Pay Payroll Services Legal Services Technology Services Business Insurance Business Valuation Mergers and Acquisitions and Consulting Retirement & Foundations Retirement Plan Services Institutional Insights Insight Topics Financial Calculators Podcasts About Your Team Locations Careers Press Meet Peter Mallouk Giving Back Media Inquiries Contact Us Creative Planning LLC Resources *View Disclosure Business Continuity Statement Form ADV Part 2A Customer Relationship Summary Transparency in Coverage Machine-Readable Files Creative Planning Institutional Advisors LLC Resources View Disclosure Form ADV Part 2A Customer Relationship Summary © Creative Planning, LLC | All Rights Reserved. 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