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Cfp Jobs in Springfield, MO (NOW HIRING)

AGFinancial

Planned Giving Consultant

Springfield, MO · On-site

The ideal candidate must have a bachelor's degree, preferably with a CAP, CFP, JD or similar. The Planned Giving Consultant is responsible to the Executive Vice President/Chief Business Development ...

Duckett Ladd LLP

Be Seen First

Senior Tax Advisor

Springfield, MO · Remote

$110K/yr

... CFP, attorney, and banker so strategies actually land on the return. · Stay on top of the dental industry -- DSO trends, associate-to-owner transitions, equipment expensing under §179 and bonus ...

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Cfp information

See Springfield, MO salary details

$55.5K

$92.7K

$128.3K

How much do cfp jobs pay per year?

As of Jul 15, 2026, the average yearly pay for cfp in Springfield, MO is $92,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,100.00 and $104,200.00 per year, depending on experience, location, and employer.

What Is the Job of a CFP Professional?

A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.

How much money can a CFP make?

Certified Financial Planners (CFPs) typically earn a median annual salary of around $89,000, with experienced professionals earning over $150,000. Salaries vary based on location, experience, and the size of the firm, and CFPs often work in financial planning, investment advising, or wealth management roles that require passing the CFP certification exam and maintaining ongoing education.

Which pays more, CFP or CPA?

Generally, Certified Public Accountants (CPAs) tend to have higher average salaries than Certified Financial Planners (CFPs), especially in accounting, auditing, and tax roles. However, salary differences can vary based on experience, location, and industry, with CFPS often earning more in financial planning and advisory positions. Both certifications can lead to lucrative careers, but CPAs typically command higher pay in traditional accounting roles.

How do Certified Financial Planners (CFPs) typically build long-term client relationships and trust?

Certified Financial Planners (CFPs) build long-term client relationships by consistently providing personalized financial advice, maintaining transparent communication, and demonstrating reliability and ethical standards. They schedule regular check-ins to review clients' financial goals, adjust plans as needed, and proactively address changes in financial markets or regulations. Establishing trust also involves confidentiality, clear documentation, and ongoing education to help clients make informed decisions, which ultimately fosters loyalty and referrals.

What are CFPs?

CFP stands for Certified Financial Planner, a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements set by the CFP Board. CFPs help individuals and families create comprehensive financial plans, covering areas such as investments, retirement, taxes, estate planning, and insurance. They are held to a fiduciary standard, meaning they must act in their clients’ best interests when providing financial advice.

What are the key skills and qualifications needed to thrive as a Certified Financial Planner (CFP), and why are they important?

To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, underpinned by a bachelor's degree and CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top CFPs apart. These skills and qualities ensure clients receive sound, personalized advice and foster long-term trust and compliance with regulatory standards.

How many financial advisors make $500,000 a year?

While a small percentage of financial advisors earn $500,000 or more annually, those reaching this level typically have extensive experience, strong client bases, and often hold certifications like the CFP. High earnings are more common among top-performing advisors in large firms or with high-net-worth clients.

What jobs does a CFP get you?

A Certified Financial Planner (CFP) typically works as a financial advisor, helping clients with investment planning, retirement, estate planning, and risk management. CFPs often work in financial services firms, banks, or independently, and must pass the CFP exam and meet experience requirements to provide comprehensive financial advice.
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Cfp jobs near you
Planned Giving Consultant

Planned Giving Consultant

AGFinancial

Springfield, MO • On-site

Full-time

Posted 6 days ago

Job description

Planned Giving Consultant

The Planned Giving Consultant works with organizational leadership to develop, grow and manage a planned giving program supporting Assemblies of God and other like-minded ministries. This role focuses on building long-term philanthropic support through donor advised funds, trusts, endowments, charitable gift annuities and other legacy gifts in response to planned giving requests from constituents through seminars, individual consultations and personal visits. The ideal candidate must have a bachelor’s degree, preferably with a CAP, CFP, JD or similar.

The Planned Giving Consultant is responsible to the Executive Vice President/Chief Business Development Officer.