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
Primary Responsibilities:
Advisor Training and Education:
AdvisorShares STAR Global Buy-Write ETF (VEGA):
C1W Investment Committee:
Preferred Qualifications/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.
Firm Overview
CreativeOne Wealth is a rapidly growing and highly regarded registered investment advisory firm located in Overland Park, Kansas. We have grown to approximately $3 billion in assets under management (AUM) by building relationships and providing tools to help individual financial advisors grow their business. Over the past several years, we have also acquired business from Investment Advisor Representatives who have retired or are in the process of retiring.
Position Summary
We are seeking a qualified candidate to join the CreativeOne Wealth team. This individual will be responsible for leading, managing and growing our client direct business. The Senior Client Wealth Advisor will be primarily responsible for collaborating with the Company’s existing and new client relationships. The Senior Client Wealth Advisor will be responsible for managing client relationships, help determine the client’s financial goals and plans, and provide advice and recommendations on products and services that best fit the client’s needs.
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.
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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