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Cfp Ricp Jobs in Knowlton, WI (NOW HIRING)

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Cfp Ricp information

See Knowlton, WI salary details

$57.7K

$96.4K

$133.3K

How much do cfp ricp jobs pay per year?

As of Jun 9, 2026, the average yearly pay for cfp ricp in Knowlton, WI is $96,366.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,200.00 and $108,200.00 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.
Cfp Ricp jobs near you
WI-Wausau Insurance Retirement Specialist

WI-Wausau Insurance Retirement Specialist

AMERICAN SENIOR BENEFITS LLC

Wausau, WI • On-site

$50K - $69K/yr

Full-time

Retirement

Posted 2 days ago

Job description

Overview
Company Overview: Join our dynamic team at American Senior Benefits, a leader in the insurance industry committed to helping clients achieve their retirement goals with tailored financial solutions. We pride ourselves on our client-centric approach, industry expertise, and supportive team environment.
Responsibilities
A Day In the Life: As an Insurance Retirement Specialist at American Senior Benefits, you will play a pivotal role in guiding clients through their retirement planning journey. Your responsibilities will include:
  • Meeting with Clients: Conducting comprehensive meetings with clients to understand their financial goals and retirement aspirations.
  • Needs Analysis: Performing thorough needs analyses to assess clients' current financial situations and future retirement needs.
  • Providing and Explaining Solutions: Recommending appropriate insurance and retirement products tailored to clients' individual circumstances using our automated systems and back office support.
  • Rigorous Follow-Up: Ensuring seamless implementation of recommended solutions and providing ongoing support and service to clients.
  • Industry Awareness: Staying updated on industry trends, regulations, and best practices to provide informed advice to clients.
  • Following a Proven Playbook: Adhering to a structured approach and utilizing a proven playbook to deliver consistent and effective client outcomes.

Hear From Our Agent Scott Parks
Qualifications
What you bring:
  • Proven experience in financial services, particularly in retirement planning or insurance sales.
  • Strong interpersonal skills with the ability to build rapport and trust with clients.
  • Excellent communication and presentation skills.
  • Detail-oriented with a focus on delivering exceptional client service.
  • Relevant certifications (e.g., CFP, RICP) are preferred but not required.

What we offer:
  • Unlimited Comp structure with reviews as frequently as twice a year.
  • Generous commission structure based on performance and sales achievements.
  • Access to over 220 top-rated carriers to retain and grow your business.
  • Product training and materials directly from the carriers, in addition to the boots-on-the-ground team.
  • Ownership of your client list overwrites, and downline overwrites.
  • National endorsement from the American Legion, the Elks, and the AM Vets Association.

Why Join Us: At American Senior Benefits, we offer more than a job - we provide a platform for career growth and personal development, a direct path toward owning your career.. You'll have the opportunity to work alongside industry experts, access to cutting-edge resources, and support from a collaborative team dedicated to your success.
Compensation
USD $50,999.00 - USD $69,999.00 /Yr.

Apply