Creative Planning Visa Sponsorship USA
Creative Planning is a nationally recognized wealth management firm known for sophisticated financial planning and investment advisory services. For visa-sponsored candidates in finance and asset management, it represents a selective but genuine sponsorship opportunity, particularly for specialized roles requiring deep financial expertise.
See All Creative Planning JobsOverview
Showing 5 of 49+ Creative Planning Visa Sponsorship USA jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 49+ Creative Planning Visa Sponsorship USA jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Creative Planning Visa Sponsorship USA roles.
Get Access To All JobsINTRODUCTION
This role is open to candidates located in Arizona. The Consultant is responsible for delivering high-quality, efficient service to both internal and external clients through strategic and day-to-day management of a designated group of accounts. This includes maintaining a dedicated portfolio of core accounts and, when assigned, collaborating with a Senior Consultant and Team Lead. The Consultant will continue to develop knowledge in retirement and investment, enhance consulting skills, and lead projects and client service teams for assigned clients. The role involves supporting client design and strategy needs with guidance from senior team members as required. Conversant in all aspects of client retirement plan and fiduciary process lifecycle and has an ability to lead a client committee meeting.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES
- Manage projects as an individual contributor, ensuring accuracy and completeness of own work
- Provide leadership on tasks with oversight, delivering well-vetted recommendations for team and client consideration
- Maintain Salesforce records for assigned accounts
- Request client materials from Centralized Services, following the required protocols
- Review meeting materials provided by Centralized Services to ensure accuracy
- Attend and lead client meetings, coordinating with recordkeepers in advance as necessary
- Handle follow-up responsibilities, including preparation of meeting minutes, implementation of fund changes, and execution of match calculations
- Oversee client projects such as RFPs, M&A activity, and plan consolidations
- Support due diligence projects and strategic planning activities
- Seek oversight and assistance for complex tasks as needed
EXPERIENCE / QUALIFICATIONS
- B.A. or B.S. from an accredited university
- Series 65/66 license or ability to obtain within 90 days
- 3-5 years’ experience in professional services, preferably in investment services
- Exceptional verbal, written, and interpersonal communication skills for effective internal and external communication
- Strong organizational abilities with high attention to detail
- Proven ability to handle competing tasks, with ongoing development in efficient and effective time management
- Ability to collaborate effectively with internal team members
- Receptiveness to constructive feedback and a growth-oriented mindset
- Experience in managing overall client relationships
- Confidence and consultative skills in presenting quarterly client materials to clients
- Developing skills in business expansion and client engagement
INTRODUCTION
This role is open to candidates located in Arizona. The Consultant is responsible for delivering high-quality, efficient service to both internal and external clients through strategic and day-to-day management of a designated group of accounts. This includes maintaining a dedicated portfolio of core accounts and, when assigned, collaborating with a Senior Consultant and Team Lead. The Consultant will continue to develop knowledge in retirement and investment, enhance consulting skills, and lead projects and client service teams for assigned clients. The role involves supporting client design and strategy needs with guidance from senior team members as required. Conversant in all aspects of client retirement plan and fiduciary process lifecycle and has an ability to lead a client committee meeting.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES
- Manage projects as an individual contributor, ensuring accuracy and completeness of own work
- Provide leadership on tasks with oversight, delivering well-vetted recommendations for team and client consideration
- Maintain Salesforce records for assigned accounts
- Request client materials from Centralized Services, following the required protocols
- Review meeting materials provided by Centralized Services to ensure accuracy
- Attend and lead client meetings, coordinating with recordkeepers in advance as necessary
- Handle follow-up responsibilities, including preparation of meeting minutes, implementation of fund changes, and execution of match calculations
- Oversee client projects such as RFPs, M&A activity, and plan consolidations
- Support due diligence projects and strategic planning activities
- Seek oversight and assistance for complex tasks as needed
EXPERIENCE / QUALIFICATIONS
- B.A. or B.S. from an accredited university
- Series 65/66 license or ability to obtain within 90 days
- 3-5 years’ experience in professional services, preferably in investment services
- Exceptional verbal, written, and interpersonal communication skills for effective internal and external communication
- Strong organizational abilities with high attention to detail
- Proven ability to handle competing tasks, with ongoing development in efficient and effective time management
- Ability to collaborate effectively with internal team members
- Receptiveness to constructive feedback and a growth-oriented mindset
- Experience in managing overall client relationships
- Confidence and consultative skills in presenting quarterly client materials to clients
- Developing skills in business expansion and client engagement
Job Roles at Creative Planning Companies
How to Get Visa Sponsorship in Creative Planning Visa Sponsorship USA
Target specialized financial roles
Creative Planning's sponsorship activity centers on highly technical positions in investment management and financial planning. Focus your applications on roles requiring specialized quantitative, analytical, or advisory skills where your expertise directly matches a hard-to-fill need.
Understand the selective nature of sponsorship here
Creative Planning sponsors visas selectively rather than at high volume, meaning each sponsored hire represents a deliberate business decision. Position yourself as a uniquely qualified candidate by emphasizing credentials, certifications, and experience that are genuinely difficult to source domestically.
Highlight relevant financial credentials upfront
Certifications like the CFA, CFP, or CAIA carry real weight in wealth management hiring. Lead with these credentials in your resume and cover letter to signal immediately that you meet the professional bar Creative Planning expects from sponsored candidates.
Align your background with client-facing advisory work
Creative Planning built its reputation on personalized wealth management for high-net-worth clients. Candidates who can demonstrate experience advising affluent clients or managing complex multi-asset portfolios are far better positioned to justify the sponsorship investment.
Research open roles at verified sponsors before applying
Confirming a company's real sponsorship history before investing time in applications is essential. Migrate Mate surfaces verified sponsors so you can filter by real sponsorship history and apply only where H-1B sponsorship is a documented pattern, not an assumption.
Be prepared for a relationship-driven hiring process
Wealth management firms like Creative Planning often hire through referrals and extended relationship-building. Engaging with the firm at industry events or through professional networks in the investment management space can meaningfully strengthen your candidacy before a formal application.
Creative Planning jobs are hiring across the US. Find yours.
Find Creative Planning JobsSee all 49+ Creative Planning jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Creative Planning roles.
Get Access To All JobsFrequently Asked Questions
Does Creative Planning sponsor H-1B visas?
Yes, Creative Planning does sponsor H-1B visas. Sponsorship at Creative Planning is selective and concentrated in specialized roles within investment management and financial planning. Given the firm's focus on high-net-worth wealth management, sponsored positions tend to require deep technical or advisory expertise that aligns closely with the firm's client service model.
Which roles at Creative Planning are most likely to receive visa sponsorship?
Sponsorship at Creative Planning is most commonly associated with specialized investment and financial planning roles, such as portfolio analysts, financial advisors with quantitative backgrounds, and professionals supporting complex wealth management strategies. Generalist or administrative positions are unlikely candidates for sponsorship, as the firm reserves it for hires where specialized expertise is genuinely difficult to source domestically.
How do I assess whether Creative Planning is a realistic sponsorship target for my background?
Start by reviewing the firm's publicly available hiring activity and comparing your credentials against the roles they consistently fill. Creative Planning values CFA or CFP designations and client-facing experience in wealth management. If your background sits squarely in investment analysis, financial planning, or portfolio management, the firm represents a genuine if selective sponsorship opportunity worth pursuing.
What does the H-1B sponsorship process typically look like at a firm like Creative Planning?
For most H-1B sponsorships, the process begins after a job offer is extended. The employer files a Labor Condition Application with the Department of Labor, then submits Form I-129 to USCIS. Cap-subject H-1B petitions must be filed during the April lottery window for an October 1 start date. At a selective sponsor like Creative Planning, the internal approval process for sponsorship may require sign-off at a senior level before filing begins.
How do I find open visa-sponsored positions at Creative Planning?
The most reliable approach is to focus your search on platforms that verify real sponsorship history rather than relying on job postings that may not mention visa support. Migrate Mate lets you browse open roles at confirmed H-1B sponsors, including firms in investment and asset management like Creative Planning, so you can target applications where sponsorship is a documented practice rather than a guess.
See which Creative Planning employers are hiring and sponsoring visas right now.
Search Creative Planning Jobs