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
Position Summary
The Financial Planner works in conjunction with CreativeOne Wealth’s registered advisors to determine the financial goals of their clients; providing recommendations on products and services to best fit their needs. After conducting research, the Internal Financial Planner assesses strategies that can best help the advisor meet their client’s goals.
Duties and Responsibilities include, but are not limited to:
Preferred Skills & 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 how 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 Risk Management Business Consultant is responsible for creating new sales opportunities from existing advisors, supporting the VP of Risk Management, and recruiting new advisors. This position demands self-motivation and a proactive approach to inside sales.
Duties and Responsibilities include, but not limited to:
Critical Skills Sought:
Background/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.
Position Summary
The Business Development Consultant is responsible for recruiting independent financial advisors. This position demands self-motivation and a proactive approach to inside sales.
Duties and Responsibilities include, but not limited to:
Critical Skills Sought:
Preferred Background/Experience:
Sales and production requirements are established on an individual basis and reviewed with the Senior Vice President of Business Development monthly.
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
We are looking for an experienced and result-driven Director of Digital Marketing to join our awesome marketing team and lead our digital division! As the Director of Digital Marketing at our company, you will be responsible for planning, implementing, and managing the overall digital marketing strategy for our company and our clients.
The ideal candidate excels at marketing strategy and implementation, project management, creating processes, analyzing, and solving complex problems while leading a team in a fast-paced, dynamic atmosphere. We are expecting you to have experience in all things digital and a big passion for digital technologies and utilizing different digital marketing channels based on the strategy and objectives. To be a successful in this role, you should possess excellent marketing, communication and organizational skills and demonstrate strong leadership abilities.
Digital marketing strategies are extremely important for our company’s success, so your role will play a crucial role in achieving our business goals and objectives as well as helping our clients grow their businesses.
We are looking for a person who:
Duties and Responsibilities include, but are not limited to:
Critical Skills Sought
Background/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 how 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
We are currently recruiting for a Marketing Analyst to join our team. As the Marketing Analyst, you will drive the progress of our projects throughout the organization from initiation through delivery. In this role, you will be effectively coordinating resources, schedules and project deliverables.
Responsibilities include but are not limited to
Preferred Requirements
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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 ChangePath. 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
************************************************************************************
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 Client Relations Specialist provides training and ongoing support services to the registered representatives and support staff of Client One Securities. Responsibilities include facilitating new registered representatives in all phases of transitioning their securities clients to the organization. In addition to assisting with transitions, the Client Relations Specialist provides support with all back-office functions.
Duties and responsibilities include, but not limited to:
Critical skills sought:
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 systematic 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.
800.992.2642
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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