We work hard, but we promise we’re pretty fun too. Well, minus that one guy, but you know … there’s always one. JK!
Check out our openings and apply if one aligns with what you’re looking for. Keep reading to learn more about what we do and what it’s like to work at CreativeOne!
We work hard, but we promise we’re pretty fun too. Well, minus that one guy, but you know … there’s always one. JK!
Check out our openings and apply if one aligns with what you’re looking for.
In a nutshell, we help independent financial advisors be the best they can be. Whether that’s finding the right strategy for their client, the perfect product or concepting marketing materials, our job is to make them shine bright in front of their own clients.
We help advisors with:
We have an in-house broker-dealer and a registered investment advisor to boot. So you can see where the whole “diversified financial services” thing comes from. We can help our clients do it all—and do it well.
In a nutshell, we help independent financial advisors be the best they can be. Whether that’s finding the right strategy for their client, the perfect product or concepting marketing materials, our job is to make them shine bright in front of their own clients.
We help advisors with:
We have an in-house broker-dealer and a registered investment advisor to boot. So you can see where the whole “diversified financial services” thing comes from. We can help our clients do it all—and do it well.
Well, like we said, we definitely work hard. But it’s with people you respect and enjoy working with, so that makes the job worth coming to every day. And yep, we’re big believers in being in the office for collaboration and let’s be honest, the camaraderie.
Here, it’s a work climate that respects you and your life outside of the office. You’ll push toward a common goal with some of the industry’s most talented sales teams, the best service teams you can imagine, marketing aficionados, and really, a multitude of individuals who know their stuff who you can learn from as you move forward in your career.
We sprinkle in some fun for sure, whether we’re doing some casual tailgating, or trying to jump in on the next big TikTok trend, here’s more proof of the good times we have together.
Well, like we said, we definitely work hard. But it’s with people you respect and enjoy working with, so that makes the job worth coming to every day. And yep, we’re big believers in being in the office for collaboration and let’s be honest, the camaraderie.
Here, it’s a work climate that respects you and your life outside of the office. You’ll push toward a common goal with some of the industry’s most talented sales teams, the best service teams you can imagine, marketing aficionados, and really, a multitude of individuals who know their stuff who you can learn from as you move forward in your career.
We sprinkle in some fun for sure, whether we’re doing some casual tailgating, or trying to jump in on the next big TikTok trend, here’s more proof of the good times we have together.
– Comprehensive health plans.
– Incentive and bonus plans.
– 401(k) plan (and a best-in-class 6% match!).
– Learning and development, tuition reimbursement.
– Campus amenities, including access to a gym, trails and RideKC bikes.
– An emphasis on community involvement and giving back.
– Strong work-life balance.
– Cool coworkers.
So, let’s work together. Here’s what we’ve got open as of this moment.
– Comprehensive health plans.
– Incentive and bonus plans.
– 401(k) plan (and a best-in-class 6% match!).
– Learning and development, tuition reimbursement.
– Campus amenities, including access to a gym, trails and RideKC bikes.
– An emphasis on community involvement and giving back.
– Strong work-life balance.
– Cool coworkers.
So, let’s work together. Here’s what we’ve got open as of this moment.
There are currently no openings
So … who is CreativeOne Wealth?
In a nutshell, we help independent financial advisors be the best they can be. As a full-service wealth manager and fiduciary, it is our duty to recommend strategies that we believe are the best for our clients and their unique situation.
What’s it like to work here?
Well, we definitely work hard. But it’s with people you respect and enjoy working with, so that makes the job worth coming to every day. And yep, we’re big believers in being in the office for collaboration and let’s be honest, the camaraderie.
Here, it’s a work climate that respects you and your life outside of the office. You’ll push toward a common goal with some of the industry’s most talented sales teams, the best service teams you can imagine, marketing aficionados, and really, a multitude of individuals who know their stuff who you can learn from as you move forward in your career.
The Advisor Services Specialist is responsible for the review of requests submitted to the Wealth Operations team via a shared inbox or through the shared phone queue and operations projects as they arise. This position will troubleshoot day to day problems/issues pertaining to new and existing accounts and clients that require a high attention to detail or complicated resolution.
RESPONSBILITIES:
PREFERRED SKILLS AND KNOWLEDGE:
This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.
CreativeOne provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
About Us
At KC Financial Advisors, we are in the business of building confidence and trust throughout the lifelong relationships we cultivate with our clients. With personalized strategies built around financial planning, estate considerations, tax planning, risk management and investment management, we provide clients with peace of mind by aligning their lives to their wealth.
Client Service Associate
RIA-owned wealth management firm seeks Client Service Associate to support Operations Team by providing professional and efficient support and service to firm clients and employees. We are looking for a team player and resourceful problem solver; a patient person for whom no task is too small to ensure the overall satisfaction of an aging client base. This is not a remote or hybrid position; the majority of our work is done in the Corporate Woods office, where client meetings are held.
Responsibilities
Knowledge, Skills, and Abilities
Preferred Knowledge/Experience
This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.
CreativeOne Wealth/KCFA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
So … what do we do at CreativeOne?
In a nutshell, we help independent financial advisors be the best they can be. Whether that’s finding the right strategy for their client, the perfect product, concepting marketing materials, or delivering great operations service, our job is to make them shine bright for their clients.
What’s it like to work here?
Well, we work hard. But it’s with people you respect and enjoy working with, so that makes the job worth coming to every day. And yes, we’re big believers in being in the office for collaboration and let’s be honest, the camaraderie.
Here, it’s a work climate that respects you and your life outside of the office. You’ll push toward a common goal with some of the industry’s most talented sales teams, the best service teams you can imagine, marketing aficionados, and really, a multitude of individuals who know their stuff who you can learn from as you move forward in your career.
Position Purpose
The Annuity service specialist role is responsible for high-end troubleshooting problems/issues pertaining to annuity new business, contracting and service, while providing stellar service support to the annuity sales force.
Job responsibilities and accountabilities include, but are not limited to:
Core Competencies
Customer Focus
Teamwork
Leadership
Communication
Behavioral Competencies
Preferred Qualifications
This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.
CreativeOne provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
The Workflow Processor is responsible for the review of all email communication received in the Contracting Service, Service First and Life Inboxes received by CreativeOne. This position identifies the individual requests from our producers and affiliated companies assigns them in a timely manner, to the writing designated sales support team.
Duties and Responsibilities include, but not limited to:
Critical Skills Sought
Qualifications
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This description covers the major purpose and major functions of the job. It is not intended to give all details or a step by step account of the way each task is to be performed. Employees may receive other job related instructions and be required to perform other job related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.
Position Summary
The Compliance Specialist will assist the Chief Compliance Officer in keeping our registered investment advisory firm compliant with federal securities laws through establishing and enforcing controls, best practices, and ethical standards. This position will assist in implementing and coordinating the compliance functions throughout CreativeOne Wealth. The Compliance Specialist will use knowledge and skills obtained through education, specialized training and/or certification to assist the CCO in supervising a comprehensive compliance and oversight program designed to ensure compliance with all applicable regulatory requirements.
Duties and Responsibilities include, but not limited to:
Critical Skills Sought
Preferred Background/Experience
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This description covers the major purpose and major functions of the job. It is not intended to give all details or a step by step account of the way each task is to be performed. Employees may receive other job related instructions and be required to perform other job related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.
To apply for a job, fill out the form below and attach any relevant files.
913.814.0510
6330 Sprint Pkwy
Suite 400
Overland Park, KS 66211
getcreative@creativeone.com
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Broker-Dealer and Registered Investment Advisory services provided by CreativeOne Securities, member FINRA/SIPC. CreativeOne Securities is a wholly owned subsidiary of CreativeOne. CreativeOne is not responsible for the results of the program or any liability stemming from the use of it. Although we may promote and/or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, (if applicable), and the insurance carriers they represent.
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