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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 ...

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See Springfield, MO salary details

$55.5K

$92.7K

$128.3K

How much do cfp jobs pay per year?

As of Aug 6, 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 does a CFP do?

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.

What jobs can I get with a certified financial planner certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in banks, advisory firms, or independent practices. Strong communication skills and knowledge of financial tools are essential in these roles.

Is being a certified financial planner a good job?

A certified financial planner (CFP) is a professional who provides financial planning and investment advice, often working in financial services firms or independently. The role typically requires passing the CFP certification exam, gaining experience, and maintaining ongoing education. It can offer a stable career with opportunities for client interaction, but income varies based on experience, location, and client base.

How do CFPs 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 is a CFP?

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 jobs can I get with a certified financial planner (CFP) certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or estate planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in financial services firms or independently. The certification demonstrates expertise in areas like retirement planning, tax strategies, and estate planning, and typically requires strong communication skills and knowledge of financial tools and regulations.

What skills and qualifications are needed to be a CFP?

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.
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Cfp jobs near you
Infographic showing various Cfp job openings in Springfield, MO as of July 2026, with employment types broken down into 91% Full Time, 8% Part Time, and 1% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $92,727 per year, or $44.6 per hour.

Planned Giving Consultant

AGFinancial

Springfield, MO • On-site

Full-time

Re-posted 28 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.