Creative Planning Finance Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 5 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Creative Planning.
Creative Planning
Financial Planner
Mid Average Positive experience No offer 4 rounds
Interview process
Recruiter call Phone screen Onsite Offer
Interview formats
Behavioral Technical
Started with HR phone interviews, then I spoke with their local Wealth Manager. Had another call with their Director of Financial Planning. They then invited me to Kansas City for in-person meetings with their COO and CEO. The whole process was quite efficient.
Confirmed questions2 questions
- What are your 5-year career goals?
- What is your motivation for joining Creative?
Creative Planning
Financial Planner
Entry Average Neutral experience No offer 4 rounds
Interview process
Recruiter call Phone screen Onsite Background check Offer
Interview formats
Behavioral Case
I applied online and was contacted by a financial planner at the company's headquarters. Then I had a quick phone interview with a regional director, followed by an in-person interview with them. It went well, and I got contacted by the director of financial planning. After a phone interview with the director, describing the position and department, they wanted me to visit the headquarters for a formal in-person interview. At the in-person interview I met with 2 financial planners, a wealth manager, the director of FP, and the company's president. Everyone was nice, but I left after the interviews very confused about my standing. It was a long process to end up being declined an offer. Feedback would have been appreciated after the interview; as a lot of time, preparation, scheduling, and expense went into the process.
Confirmed questions2 questions
- What are your long-term career aspirations?
- Given some hypothetical financial planning scenarios, how would you approach them to arrive at a client solution?
Creative Planning
Financial Planner
Mid Easy Neutral experience Accept offer 3 rounds
Interview process
Recruiter call Phone screen Onsite
Interview formats
Behavioral Technical
First, I had a phone interview with their Talent Acquisition Team. They mostly talked about the company and the trips they offer. She seemed really nice and positive about the company. Then, a phone interview with the hiring manager, which was pretty standard. Everyone was very nice. The next step was flying out to Kansas for an in-person interview. The company paid for everything, but it felt like a lot in this day and age. While I was there, I interviewed with three people and took a test.
Confirmed questions2 questions
- Can you tell me why you're considering leaving your current position?
- What aspects do you enjoy most about your present job?
Creative Planning Finance Interview Questions
Quoted word for word from Creative Planning interview reports.
“What draws you to creative planning?”
Read reports →“Given some hypothetical financial planning scenarios, how would you approach them to arrive at a client solution?”
Read reports →“What are your 5-year career goals?”
Read reports →“What is your motivation for joining Creative?”
Read reports →“What are your long-term career aspirations?”
Read report →“What aspects do you enjoy most about your present job?”
Read report →“What is it that you are seeking in this role?”
Read report →Formats, difficulty and experience
Across all 5 Creative Planning interview reports.