Industry designations such as CFP, ChFC, RICP, CLU, or similar advanced financial planning credentials. * Experience supporting captive, career-agent, or affiliated distribution channels. * Knowledge ...
Industry designations such as CFP, ChFC, RICP, CLU, or similar advanced financial planning credentials. * Experience supporting captive, career-agent, or affiliated distribution channels. * Knowledge ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
Cfp Ricp information
See salary details
$61K - $68.3K
4% of jobs
$68.3K - $75.5K
5% of jobs
$75.5K - $82.8K
11% of jobs
$86.7K is the 25th percentile. Wages below this are outliers.
$82.8K - $90.1K
9% of jobs
$90.1K - $97.4K
14% of jobs
The median wage is $100.7K / yr.
$97.4K - $104.6K
15% of jobs
$110.9K is the 75th percentile. Wages above this are outliers.
$104.6K - $111.9K
20% of jobs
$111.9K - $119.2K
12% of jobs
$119.2K - $126.5K
4% of jobs
$126.5K - $133.7K
2% of jobs
$133.7K - $141K
4% of jobs
$61K
$101.9K
$141K
How much do cfp ricp jobs pay per year?
As of Jun 28, 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.
Is the RICP designation worth it?
The RICP (Retirement Income Certified Professional) designation for financial advisors enhances expertise in retirement income planning and can improve credibility with clients. It often requires completing coursework and passing exams, which can lead to better job opportunities and higher earning potential in financial services. However, its value depends on career goals and the demand for retirement planning skills in the job market.
Can financial advisors make $500,000 a year?
Financial advisors, including CFPs and RICPs, can potentially earn $500,000 or more annually, especially with extensive experience, a high-net-worth client base, and strong sales skills. However, such earnings are typically achieved through commissions, fees, and bonuses, and are not guaranteed for all advisors. Income levels vary widely based on location, firm size, and individual performance.
What jobs make $1,000,000 a year?
In the financial planning and investment advisory field, highly experienced Certified Financial Planner (CFP) professionals who also hold the RICP designation can potentially earn over $1,000,000 annually through high-net-worth client portfolios, bonuses, and business ownership. Such earnings typically require extensive experience, a strong client base, and advanced skills in wealth management and financial strategies.
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?
| 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 is the difference between a CFP and a RICP?
A CFP (Certified Financial Planner) is a credential for financial planners who provide comprehensive financial planning services, while an RICP (Retirement Income Certified Professional) specializes in retirement income planning and strategies. Both designations require passing exams and meeting experience requirements, but the RICP focuses more on retirement distribution planning and income strategies within the financial planning process.
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.
More about Cfp Ricp jobs
What cities are hiring for Cfp Ricp jobs? Cities with the most Cfp Ricp job openings:
What states have the most Cfp Ricp jobs? States with the most job openings for Cfp Ricp jobs include:
What job categories do people searching Cfp Ricp jobs look for? The top searched job categories for Cfp Ricp jobs are:
Job description
Job Requisition ID: 94150
Location Designation: Fully Remote
Role Overview
Our Agency distribution system is at the heart of New York Life's mission to help individuals, families, and businesses achieve financial security and peace of mind. As an Investment Solutions Consultant (ISC), you will play a critical role in empowering financial professionals to grow their investment business and deliver comprehensive wealth solutions to their clients.
Serving as a trusted consultant and strategic partner to agents, field leadership, and General Office management, you will drive investment product adoption, business growth, and client outcomes across your assigned territory. You will leverage your expertise in investment products, sales strategy, and financial planning concepts to help agents identify opportunities, develop solutions, and navigate complex client needs.
This role is ideal for a highly motivated sales professional who thrives in a relationship-driven environment, enjoys coaching and influencing others, and is passionate about helping advisors build successful investment practices.
This position primarily supports General Offices located throughout New England and New York. Candidates residing within the territory are strongly preferred.
What You'll Do
Serve as the primary investment sales consultant for agents and field leaders within an assigned territory, helping drive growth and achieve investment sales objectives across annuity and mutual fund solutions.
Build and deepen strong relationships with agents, managers, and General Office leadership by providing strategic business development support, practice management insights, and sales coaching.
Partner with agents on case development, product positioning, and client strategies to help uncover opportunities and deliver tailored investment solutions that meet client goals.
Deliver impactful training programs, workshops, and presentations that enhance product knowledge, improve sales effectiveness, and increase advisor confidence in investment conversations.
Act as a subject matter expert on investment products, market trends, retirement planning concepts, and tax-aware strategies, helping agents navigate increasingly complex client needs.
Introduce new products, enhancements, and sales ideas to the field, translating technical information into practical solutions that support advisor growth and client engagement.
Collaborate closely with General Office management and home office partners to identify opportunities, execute territory plans, and drive measurable business results.
Maintain a high level of field presence through individual meetings, client-facing presentations, office visits, and group sessions to strengthen advisor engagement and territory performance.
What You'll Bring
Required Skills
Bachelor's degree or equivalent combination of education and relevant industry experience.
Approximately 5+ years of successful wholesaling, business development, or investment product sales experience within the financial services industry.
Strong knowledge of annuities, mutual funds, investment solutions, and the financial advisor sales process.
Demonstrated ability to influence, coach, and motivate financial professionals to achieve business growth and client outcomes.
Excellent presentation, communication, and relationship-management skills, with the ability to engage audiences ranging from individual advisors to large group settings.
Self-motivated and results-oriented professional with the ability to manage a territory independently while collaborating effectively across multiple stakeholders.
Active Life Insurance license and applicable FINRA licenses. Series 6 or Series 7 and Series 63 registrations.
Preferred Skills
Industry designations such as CFP, ChFC, RICP, CLU, or similar advanced financial planning credentials.
Experience supporting captive, career-agent, or affiliated distribution channels.
Knowledge of Advanced Markets concepts, including retirement, estate, business, and tax-sensitive planning strategies.
Proven track record of consistently exceeding sales goals and driving advisor adoption of investment solutions.
Experience delivering consultative sales training, practice management coaching, or advisor development programs.
Why This Role
This is an opportunity to directly influence the growth of a leading financial services organization while helping financial professionals deliver meaningful outcomes for their clients. You will have the autonomy to manage your territory, the support of a respected brand, and the ability to make a measurable impact on both advisor success and client financial futures.
Travel Requirements
Frequent travel throughout the assigned territory is required to support agents, field leadership, and business development activities.
Pay Transparency
Salary Range: 85,700 - 114,400
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 94150
About NorCal Orange
Sourced by ZipRecruiter
Industry
Colleges, universities, and professional schools
Company size
11 - 50 Employees
Headquarters location
Syracuse, NY, US