... RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred Bachelor's degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial ...
... RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred Bachelor's degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial ...
Senior Financial Planner
Concord, CA · Hybrid
$150K - $180K/yr
Active CFP (Certified Financial Planner) and additional designation (Ex, CEPA, RICP, CDFA, EA, CAP, other) * Minimum 7+ years of financial planning experience with HNW individuals * Bachelor's degree ...
Senior Financial Planner
Concord, CA · Hybrid
$150K - $180K/yr
Active CFP (Certified Financial Planner) and additional designation (Ex, CEPA, RICP, CDFA, EA, CAP, other) * Minimum 7+ years of financial planning experience with HNW individuals * Bachelor's degree ...
Cfp Ricp information
See California salary details
$60.2K - $67.4K
4% of jobs
$67.4K - $74.6K
5% of jobs
$74.6K - $81.7K
11% of jobs
$85.5K is the 25th percentile. Wages below this are outliers.
$81.7K - $88.9K
9% of jobs
$88.9K - $96.1K
14% of jobs
The median wage is $99.4K / yr.
$96.1K - $103.3K
15% of jobs
$109.4K is the 75th percentile. Wages above this are outliers.
$103.3K - $110.4K
20% of jobs
$110.4K - $117.6K
12% of jobs
$117.6K - $124.8K
4% of jobs
$124.8K - $132K
2% of jobs
$132K - $139.2K
4% of jobs
$60.2K
$100.6K
$139.2K
How much do cfp ricp jobs pay per year?
As of Aug 23, 2026, the average yearly pay for cfp ricp in California is $100,605.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,900.00 and $113,000.00 per year, depending on experience, location, and employer.
What is a CFP RICP?
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 are the key skills and qualifications needed to thrive as a CFP RICP?
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.
What is the difference between Cfp Ricp vs Financial Advisor?
| Criteria | Cfp Ricp | Financial Advisor |
|---|---|---|
| Certifications | Certified Financial Planner (CFP), Registered Insurance Producer (RICP) | Varies; often includes CFP, Series 7, Series 66, or insurance licenses |
| Work Environment | Financial planning firms, insurance companies, banks | Financial advisory firms, banks, independent practices |
| Industry Usage | Commonly used in comprehensive financial planning and insurance sales | Broader 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 popular job titles related to Cfp Ricp jobs in California?
For Cfp Ricp jobs in California, the most frequently searched job titles are:
What job categories do people searching Cfp Ricp jobs in California look for?
The top searched job categories for Cfp Ricp jobs in California are:
What cities in California are hiring for Cfp Ricp jobs?
Cities in California with the most Cfp Ricp job openings:
Full-time
Medical, Life, Retirement
Re-posted 26 days ago
Allstate Insurance rating
7.4
Based on 568 frontline employees who took The Breakroom Quiz
232nd of 311 rated insurance
Job description
Would you like to own a meaningful financial services practice under the Allstate brand?
Scale your existing practice with proven support, flexibility and access to new customers. We're looking for
professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your
community.
Your Practice.
As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your
partnership with Allstate Agency owners will drive new business in your community and support your access to
new revenue streams
Your Support Team.
We support our Financial Specialists across the nation with a variety of product offerings and continued education
that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from
them.
Your Rewards.
We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always
connected to the growth of your business.
Your Work.
A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed
professionals who enhances the team's ability to build deep relationships with customers and provide leads.
Allstate provides support and expertise to help you build your business.
Scale your existing practice with proven support, flexibility and access to new customers. We're looking for
professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your
community.
Your Practice.
As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your
partnership with Allstate Agency owners will drive new business in your community and support your access to
new revenue streams
Your Support Team.
We support our Financial Specialists across the nation with a variety of product offerings and continued education
that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from
them.
Your Rewards.
We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always
connected to the growth of your business.
Your Work.
A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed
professionals who enhances the team's ability to build deep relationships with customers and provide leads.
Allstate provides support and expertise to help you build your business.
Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: At least 2 years of life insurance or financial services customer facing sales experience State Life/Health Insurance Licenses FINRA Series 6 or 7 and 63 (if applicable) licenses Blended mix of protection and asset accumulation sales Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred Bachelor's degree (or higher) with emphasis on business preferred
Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. They are independent contractors and are not employed by Allstate Insurance Company ("Allstate") or its affiliates. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. (877) 525-5727. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. 2018 Allstate Insurance Company, Northbrook, IL.
Skills
At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do.
Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition.
It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you.
Allstate Careers
Learn more about Allstate United States.
Learn more about Allstate Northern Ireland.
Learn more about Allstate IndiaPrivate Limited.
For more information about Allstate's Website Accessibility Statement, please click here:Allstate Website Accessibility Statement
Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company ("Allstate") or its affiliates. Allstate is an Equal Opportunity Company. 2019Allstate Insurance Co.
What Allstate Insurance employees say
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Benefits
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Get the full story on Breakroom
About Allstate Insurance
Sourced by ZipRecruiter
We're a purpose-driven company powered by purpose-driven people. We're reinventing protection and transforming the company for our customers, communities and each other. You could play a role in our transformation. Join a 90-year-old, Fortune 100 insurance company as we challenge the status quo, champion inclusion and strengthen our communities. If being a part of that future gives you goosebumps, you've come to the right place. Reinventing the future of protection means rethinking how we work together. From marketing to claims, our employees have flexibility in how, when and where they work — whether at home, the office or both. We're creating an inclusive, diverse and equitable workplace. We encourage collaboration, support taking chances and foster a strong sense of community. Let's build a new kind of Allstate together.
Industry
Insurance services, real estate, finance and insurance and insurance agencies and brokerages
Company size
10,000+ Employees
Headquarters location
Northbrook, IL, US