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      Creative Planning

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      Related searches: Creative Planning reviews | Creative Planning jobs | Creative Planning salaries | Creative Planning benefits
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      Financial Planner Interview

      27 Nov 2022
      Anonymous interview candidate
      Declined offer
      Negative experience
      Average interview

      Application

      I applied through a recruiter. The process took 2 weeks. I interviewed at Creative Planning

      Interview

      Interview went well. Post interview communication was a little disorganized. They reached back out later to check in on why I didn’t want to move forward though. I explained it was a messy process.

      Interview questions [1]

      Question 1

      What am I looking for in this job, why creative planning?
      1 Answer

      Other Financial Planner interview reviews for Creative Planning

      Financial Planner Interview

      13 Apr 2023
      Anonymous employee
      Accepted offer
      Neutral experience
      Easy interview

      Application

      I interviewed at Creative Planning

      Interview

      Phone interview with their Talent Acquisition Team. Spent most of the time selling the company and the trips they take you on. She seemed very nice and very positive about the company. Phone interview with the hiring manager. Fairly standard interview. Very nice people. The next step was flying out to Kansas for an in person interview - the company covered all costs, but it still seemed like a lot in this day and age. While there, interviewed with three people and took a test.

      Interview questions [1]

      Question 1

      Why are you looking to leave your current role. What do you like best about your role
      Answer question

      Financial Planner Interview

      26 Nov 2018
      Anonymous interview candidate
      Overland Park, KS
      No offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 3 weeks. I interviewed at Creative Planning (Overland Park, KS) in Nov 2018

      Interview

      Initial phone interviews with their HR rep, then met with their local Wealth Manager and another phone call with their Director of Financial Planning. Then the company offered to fly me to Kansas City for in-person interviews with their COO and CEO. Very efficient process.

      Interview questions [1]

      Question 1

      Fairly typical (where do you see yourself in 5 years) as well as a couple of technical questions thrown in by the COO (who was very unimpressive in my opinion). Also asked "Why Creative"
      Answer question
      2

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