CFP, ChFC, or RICP preferred * The role title will be reflected as the Director of Planning until an AWMA contract has been approved Performance Skills: * Coachability: possesses a growth mindset and ...
CFP, ChFC, or RICP preferred * The role title will be reflected as the Director of Planning until an AWMA contract has been approved Performance Skills: * Coachability: possesses a growth mindset and ...
Director of Financial Planning
Minnetonka, MN · On-site
$90K - $120K/yr
CFP, ChFC, or RICP preferred * The role title will be reflected as the Director of Planning until an AWMA contract has been approved Performance Skills: * Coachability: possesses a growth mindset and ...
Director of Financial Planning
Minnetonka, MN · On-site
$90K - $120K/yr
CFP, ChFC, or RICP preferred * The role title will be reflected as the Director of Planning until an AWMA contract has been approved Performance Skills: * Coachability: possesses a growth mindset and ...
Insurance Professional with Support
$95K - $125K/yr
Garrett Brander, Wealth Management Advisor CFP, ChFC, RICP, WMCP: * How long with NM: Started as an intern in 2011; later became Managing Director for the Iowa City office, where he served for seven ...
Quick apply
Insurance Professional with Support
$95K - $125K/yr
Garrett Brander, Wealth Management Advisor CFP, ChFC, RICP, WMCP: * How long with NM: Started as an intern in 2011; later became Managing Director for the Iowa City office, where he served for seven ...
... 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 ...
Associate Wealth Management Advisor
Saint Cloud, MN · On-site
$100K - $150K/yr
CFP * CHFC * CLU * RICP * WMCP
Quick apply
Associate Wealth Management Advisor
Saint Cloud, MN · On-site
$100K - $150K/yr
CFP * CHFC * CLU * RICP * WMCP
... 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 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?
| 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 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:
Northwestern Mutual rating
8.0
Based on 71 frontline employees who took The Breakroom Quiz
146th of 260 rated insurance
Job description
About Vertex Capital Planning
At Vertex Capital Planning, our commitment is to treat our clients as family, ensuring they can face the future with foresight and peace of mind. As a wealth management firm, we create clarity for our clients to live generous and experiential lives. Our clients are families, business owners and leaders. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences and services for a lifetime of financial security.
Position Details
The Director of Planning is responsible for delivering financial security to clients through a comprehensive planning process, integrating risk and investment products in alignment with Vertex Capital Planning's philosophy and the specific goals of our clients. The Director of Planning has a high degree of analytical skills while being able to communicate effectively with clients and colleagues regarding the topics of investments, insurance, financial and tax planning strategies for various client situations. This position is located in the Northwestern Mutual - Minneapolis District Office at 601 Carlson Parkway Suite 300 Minnetonka, MN 55305, with in-person hours between 8:00 AM - 4:00 PM.
Responsibilities include but are not limited to:
- Create detailed financial proposals using personal planning software while taking client's insurance, retirement, education, investment, and estate needs into consideration.
- Communicate directly with clients to obtain relevant data points needed to curate custom plans
- Partner with team leaders to identify opportunities in client financial plans and strategize ways to optimize and improve client strategies
- Manage client communication including correspondence, notes, files, and maintaining compliant client records
- Keep up to date on federal regulations, software system enhancements, new products, and compliance changes/opportunities
- Participate in learning opportunities to deliver on and exceed client expectations in our planning approach
Qualifications:
- Bachelor's degree in finance or related field, preferred.
- Minimum 5 years of strategic financial planning experience
- Active Series 7, and Series 63 registrations, or equivalent required
- Active Minnesota Life, Accident, and Health Insurance license preferred
- CFP, ChFC, or RICP preferred
- The role title will be reflected as the Director of Planning until an AWMA contract has been approved
Performance Skills:
- Coachability: possesses a growth mindset and is receptive to guidance and coaching from team members and leadership
- High sense of urgency, attention to detail, and exceptional organizational skills
- Excellent oral and written communication skills
- Task-minded with the ability to follow through and execute in a timely manner
- High degree of initiative and autonomy
- Demonstrates ability to maintain effective working relationships within the firm and its clients
Brady Lindemann uses Vertex Capital Planning as a marketing name for doing business as a representative of Northwestern Mutual. Vertex Capital Planning is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Brady Paul Lindemann is an Insurance Agent of NM. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
What Northwestern Mutual employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Northwestern Mutual
Sourced by ZipRecruiter
Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Milwaukee, WI, US