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$61K

$101.9K

$141K

How much do cfp ricp jobs pay per year?

As of Jun 5, 2026, the average yearly pay for cfp ricp in the United States is $101,940.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,000.00 and $114,500.00 per year, depending on experience, location, and employer.

What are CFP and RICP professionals?

CFP stands for Certified Financial Planner, a professional who has met rigorous education, examination, and ethical standards to advise clients on financial planning, investments, retirement, and more. RICP stands for Retirement Income Certified Professional, a designation for financial advisors specializing in retirement income planning, helping clients transition from saving to spending in retirement. Both designations demonstrate advanced knowledge and a commitment to ethical financial guidance, but CFPs offer broader financial planning services while RICPs focus specifically on retirement income strategies.

What is the difference between Cfp Ricp vs Financial Advisor?

CriteriaCfp RicpFinancial Advisor
CertificationsCertified Financial Planner (CFP), Registered Insurance Producer (RICP)Varies; often includes CFP, Series 7, Series 66, or insurance licenses
Work EnvironmentFinancial planning firms, insurance companies, banksFinancial advisory firms, banks, independent practices
Industry UsageCommonly used in comprehensive financial planning and insurance salesBroader term for professionals providing financial advice

The main difference is that a Cfp Ricp holds specific certifications in financial planning and insurance, focusing on comprehensive financial advice and insurance products. A Financial Advisor is a broader term that may include various certifications and specializations. While all Cfp Ricp professionals are Financial Advisors, not all Financial Advisors hold the Cfp Ricp credentials.

What are the key skills and qualifications needed to thrive as a CFP RICP, and why are they important?

To thrive as a CFP RICP (Certified Financial Planner and Retirement Income Certified Professional), you need a deep understanding of financial planning, retirement income strategies, and comprehensive knowledge of tax laws and investment vehicles, typically supported by both CFP and RICP certifications. Familiarity with financial planning software like eMoney or MoneyGuidePro, as well as proficiency in spreadsheets and client management systems, is essential. Exceptional interpersonal skills, active listening, and the ability to communicate complex concepts clearly help build trust and foster strong client relationships. These skills are crucial for creating effective, individualized retirement strategies and ensuring clients' long-term financial security.

What are some common challenges faced by CFP®/RICP® professionals when advising clients nearing retirement?

CFP®/RICP® professionals often encounter challenges such as helping clients balance income needs with longevity risk, navigating complex tax implications of retirement distributions, and managing healthcare costs. They must also stay current with changing regulations and products while addressing clients’ emotional concerns about transitioning from accumulation to decumulation. Collaboration with accountants, attorneys, and other specialists is frequently needed to deliver holistic retirement strategies tailored to each client’s goals.
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Cfp Ricp jobs near you
Infographic showing various Cfp Ricp job openings in the United States as of May 2026, with employment types broken down into 13% Full Time, and 87% Part Time. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $101,940 per year, or $49 per hour.
Planning Associate

Planning Associate

BCI - Brokerage Consultants Inc

Albany, NY • Hybrid

$60K - $75K/yr

Full-time

Medical, Retirement

Posted 21 days ago

Job description

A boutique wealth management firm based in Albany, NY is seeking a Planning Associate to join its growing team. Guided by the mission of delivering Confidence Through Clarity, the firm offers values-based, personalized financial planning that empowers clients to live life by design. With over $1 billion in assets under management and a diverse client base, the firm provides comprehensive services including retirement planning, estate and trust strategies, tax-efficient investment design, and business succession planning. Backed by a team of experienced professionals and nationally recognized leadership, the firm is known for its holistic, multigenerational approach and long-standing client relationships.
The Planning Associate will be a key member of the paraplanning team and should be highly motivated, detail-oriented, and committed to excellence. This role is responsible for delivering timely, accurate, and effective support throughout the client planning process. The hybrid schedule includes WFH on Mondays and Fridays, in the office Tuesday through Thursday.
Responsibilities:
Work closely with clients and follow up to collect relevant financial data and documentation
Develop customized personal financial plans for presentation throughout the planning process
Conduct research on key factors impacting client plans, including pension details, Social Security benefits, and healthcare expenses
Build and analyze investment portfolios using Morningstar Advisor Workstation
Use Microsoft Office Suite and financial planning software to create tailored analyses, such as estate planning flowcharts, distribution schedules, and tax assessments
Draft executive summary documents outlining clients' financial goals and strategic recommendations
Support the advisor by preparing client files and materials ahead of meetings
Requirements:
Bachelor's degree (required)
FINRA Series 7 and Series 63 licenses (required)
Willing to pursue, or currently holds, a professional designation such as CFP, RICP, ChFC, CPA, or JD
NYS Insurance License (preferred)
Proficiency in Microsoft Office Suite
Experience with financial planning tools such as Morningstar Advisor Workstation (preferred)
The firm offers a base salary target of $60,000 to $75,000 based on experience, licensure/designations and other factors. Performance-related bonus typically averages ~10%.

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