Creative Jobs at Creative Planning with Visa Sponsorship
Creative roles at Creative Planning span brand, design, and marketing functions that support one of the largest independent wealth management firms in the U.S. The company has a track record of sponsoring H-1B visas for qualified Creative professionals, making it a realistic target for international candidates with the right background.
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Get Access To All JobsINTRODUCTION
Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house. Creative Planning is a leading retirement plan advisor to employers and employees nationwide providing fiduciary consulting, investment advice, compliance support, and employee financial education.
ROLE
The Senior Consultant provides high-quality service to external clients through strategic and day-to-day management of accounts. Supported by an Account Specialist as assigned, the role ensures exceptional service delivery and client satisfaction. With in-depth retirement and investment knowledge, the Senior Consultant demonstrates leadership, autonomy, and consulting expertise. They inspire and mentor junior associates, manage strategic client and vendor relationships, and leverage business acumen to strengthen client partnerships while maintaining service excellence.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES
- Maintain Salesforce records for assigned accounts
- Attend and lead client meetings, coordinate with recordkeeper in advance as needed
- Request client materials from Centralized Services or leverage Account Manager support, following required protocols
- Review meeting materials for accuracy and delegate effectively to Account Specialists when appropriate
- Manage follow-up tasks, including meeting minutes, fund changes, and match calculations
- Lead client projects, including RFPs, M&A activity, plan consolidations, due diligence, and strategic initiatives
- Conduct fee conversations with clients regarding recordkeeping and advisory fees, addressing both reductions and increases as needed
- Lead team members in managing overall client relationships
- Coach and mentor team members, contribute to national training initiatives, and explore national leadership opportunities, such as leading project or study groups
EXPERIENCE / QUALIFICATIONS
- B.A. or B.S. from an accredited university
- Series 65/66 license
- 10+ years’ experience in investment or financial services
- Exceptional verbal, written, and interpersonal communication skills for effective internal and external communication
- Strong organizational abilities with high attention to detail and the ability to manage competing tasks efficiently and effectively
- Ability to collaborate effectively with internal teams
- Receptive to constructive feedback and a commitment to continuous improvement
- High level of confidence in delivering investment reviews and leading committees to make decisions
- Knowledge of the recordkeeper vendor market, including general service offerings and market focus areas
- Highly developed technical consulting skills, including expertise in M&A, plan design, and correcting operational failures
- In-depth knowledge of additional retirement areas such as Non-Qualified (NQ) plans, PEPs, Defined Benefit plans, and others
INTRODUCTION
Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house. Creative Planning is a leading retirement plan advisor to employers and employees nationwide providing fiduciary consulting, investment advice, compliance support, and employee financial education.
ROLE
The Senior Consultant provides high-quality service to external clients through strategic and day-to-day management of accounts. Supported by an Account Specialist as assigned, the role ensures exceptional service delivery and client satisfaction. With in-depth retirement and investment knowledge, the Senior Consultant demonstrates leadership, autonomy, and consulting expertise. They inspire and mentor junior associates, manage strategic client and vendor relationships, and leverage business acumen to strengthen client partnerships while maintaining service excellence.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES
- Maintain Salesforce records for assigned accounts
- Attend and lead client meetings, coordinate with recordkeeper in advance as needed
- Request client materials from Centralized Services or leverage Account Manager support, following required protocols
- Review meeting materials for accuracy and delegate effectively to Account Specialists when appropriate
- Manage follow-up tasks, including meeting minutes, fund changes, and match calculations
- Lead client projects, including RFPs, M&A activity, plan consolidations, due diligence, and strategic initiatives
- Conduct fee conversations with clients regarding recordkeeping and advisory fees, addressing both reductions and increases as needed
- Lead team members in managing overall client relationships
- Coach and mentor team members, contribute to national training initiatives, and explore national leadership opportunities, such as leading project or study groups
EXPERIENCE / QUALIFICATIONS
- B.A. or B.S. from an accredited university
- Series 65/66 license
- 10+ years’ experience in investment or financial services
- Exceptional verbal, written, and interpersonal communication skills for effective internal and external communication
- Strong organizational abilities with high attention to detail and the ability to manage competing tasks efficiently and effectively
- Ability to collaborate effectively with internal teams
- Receptive to constructive feedback and a commitment to continuous improvement
- High level of confidence in delivering investment reviews and leading committees to make decisions
- Knowledge of the recordkeeper vendor market, including general service offerings and market focus areas
- Highly developed technical consulting skills, including expertise in M&A, plan design, and correcting operational failures
- In-depth knowledge of additional retirement areas such as Non-Qualified (NQ) plans, PEPs, Defined Benefit plans, and others
See all 27+ Creative at Creative Planning jobs
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Get Access To All JobsTips for Finding Creative Jobs at Creative Planning Jobs
Build a portfolio that speaks finance
Creative Planning serves high-net-worth clients, so your portfolio should demonstrate experience with financial services branding, compliance-conscious design, or wealth management marketing materials. Generic agency work is harder to map to their specific creative needs.
Target roles requiring specialized creative expertise
H-1B sponsorship for Creative roles requires the position to qualify as a specialty occupation with a degree requirement in a specific field. Roles tied to brand strategy, UX for financial platforms, or content with a clear graphic design or communications degree requirement tend to meet that threshold.
Align your visa timeline with H-1B cap deadlines
If you need a new H-1B, registrations open in March for an October 1 start date. Plan your application and interview process at Creative Planning to leave enough runway so an offer can be submitted before the registration window closes.
Browse open Creative roles using Migrate Mate
Migrate Mate filters job listings by sponsorship history and visa type, so you can identify current Creative openings at Creative Planning without sorting through roles that won't lead to an H-1B. It saves meaningful time during your search.
Prepare for a multi-stage interview process
Creative Planning typically runs structured interviews involving hiring managers and senior stakeholders. Have your portfolio, creative rationale, and any relevant financial services work ready to discuss in depth. Vague explanations of your process won't hold up across multiple rounds.
Confirm H-1B filing details before accepting an offer
Once you have an offer, work with your employer's immigration counsel to confirm the LCA has been filed with DOL and that the job description accurately reflects a specialty occupation. Mismatches between the LCA and your actual role are a common source of USCIS scrutiny.
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Find Creative at Creative Planning JobsFrequently Asked Questions
Does Creative Planning sponsor H-1B visas for Creatives?
Yes, Creative Planning sponsors H-1B visas for Creative roles. Sponsorship is more likely for positions where the job requires a degree in a specific field such as graphic design, communications, or marketing, meeting the USCIS specialty occupation standard. Not every Creative opening will qualify, so confirming the role's degree requirements before applying is a practical first step.
Which visa types are commonly used for Creative roles at Creative Planning?
The H-1B is the primary work visa used for Creative professionals at Creative Planning. If you're currently on OPT or STEM OPT, you can work while a cap-subject H-1B petition is pending. Candidates with O-1A or O-1B extraordinary ability visas may also be considered, though that pathway requires a significantly stronger evidence profile than most Creative applicants will have.
What qualifications are expected for Creative roles at Creative Planning?
Creative Planning typically looks for candidates with a bachelor's degree in a relevant field such as graphic design, visual communications, marketing, or a closely related discipline. For H-1B eligibility, the degree field needs to align with the specific role. Experience producing work for financial services clients, regulated industries, or brand-led organizations strengthens your candidacy considerably.
How do I apply for Creative jobs at Creative Planning?
You can find and apply for Creative roles at Creative Planning through Migrate Mate, which surfaces open positions filtered by visa sponsorship history. When applying, tailor your portfolio and resume to reflect work relevant to wealth management or financial services marketing. Following up with the hiring team after submitting your application is worth doing given the competitive candidate pool.
How do I plan my timeline for H-1B sponsorship through Creative Planning?
If you need a cap-subject H-1B, the registration window opens in early March each year for a start date of October 1. You'll want an offer in hand before March so your employer can register you in time. USCIS processing after selection typically runs three to five months for standard filing, though premium processing can reduce that to around 15 business days.
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