Firm Overview. CreativeOne Wealth is a rapidly growing and highly regarded registered investment advisory firm located in Overland Park, Kansas. Position Summary. The. Advisory Billing Specialist. is responsible for processing billing for advisory services provided to clients. This position will ensure timely and accurate processing of monthly and quarterly billing cycles and assist with other billing functions. This position will report to the A...
Title. Hybrid Annuity Wholesaler. Reports to. Director, Annuity Sales. Department. Annuity Sales. Status. Full-Time, Exempt. Location. Charlotte, NC – Mint Hill Preferred, Remote viable for right candidate. Elevate Your Career at CreativeOne. Looking for a dynamic and rewarding career in financial services. Join us at CreativeOne, where we blend collaboration, innovation, and excellence to forge a path in the financial services industry. We pride...
Title. Account Manager, Client Success. Department. Strategic Marketing and Communications. Reports to. Director, Client Success. Location. Overland Park, KS (Onsite role). Type. Full-Time, Exempt. Elevate Your Career at CreativeOne. Looking for a dynamic and rewarding career in financial services. Join us at CreativeOne, where we blend collaboration, innovation, and excellence to forge a path in the financial services industry. We pride ourselve...
Department. Strategic Marketing and Communications – Client Success. Reports to. Director of Client Success. Location. Overland Park, KS (Onsite role). Type. Full-Time, Non-Exempt. Elevate Your Career at CreativeOne. Looking for a dynamic and rewarding career in financial services. Join us at CreativeOne, where we blend. collaboration, innovation, and excellence to forge a path in the financial services industry. We pride ourselves on. being a na...
Title. Staff Accountant. Department. Finance. Reports to. Finance Director. Location. Overland Park, KS (Onsite role). Status. Full-time, Non-Exempt. Elevate Your Career at CreativeOne. Looking for a dynamic and rewarding career in financial services. Join us at CreativeOne, where we blend collaboration, innovation, and excellence to forge a path in the financial services industry. We pride ourselves on being a nationally recognized leader, devot...
Job Title. Junior Trade Desk Associate. Department. CreativeOne Securities - Trading. Job Type. Full-Time, Non-exempt. Location. Onsite/In Office – Overland Park, KS. Salary. Starting at $55,000/year. About Us. CreativeOne Securities is a leading financial firm dedicated to providing exceptional service and innovative solutions to our clients. We are seeking a motivated and detail-oriented. Junior Trade Desk Associate. to join our dynamic team. J...
Title. Advisor Services Specialist. Department. Wealth Operations. Reports to. Manager, Wealth Operations. Status. Full-time, Non-exempt. Location. Overland Park, Kansas. The Advisor Services Specialist is primarily 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 pert...
