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Cfp Jobs in Springfield, MO (NOW HIRING)

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 ...

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

Cfp information

See Springfield, MO salary details

$55.5K

$92.7K

$128.2K

How much do cfp jobs pay per year?

As of Aug 26, 2026, the average yearly pay for cfp in Springfield, MO is $92,717.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,100.00 and $104,100.00 per year, depending on experience, location, and employer.

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 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 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.

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 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 financial services firms, banks, or independent practices. The certification demonstrates expertise in areas like estate planning, tax strategies, and investment management, and typically requires strong communication skills and knowledge of financial tools.

What are the most commonly searched types of Cfp jobs in Springfield, MO?

The most popular types of Cfp jobs in Springfield, MO are:

What are popular job titles related to Cfp jobs in Springfield, MO?

For Cfp jobs in Springfield, MO, the most frequently searched job titles are:

What job categories do people searching Cfp jobs in Springfield, MO look for?

The top searched job categories for Cfp jobs in Springfield, MO are:

What cities near Springfield, MO are hiring for Cfp jobs?

Cities near Springfield, MO with the most Cfp job openings:

Infographic showing various Cfp job openings in Springfield, MO as of August 2026, with employment types broken down into 5% Internship, 78% Full Time, 11% Part Time, 1% Temporary, and 5% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $92,717 per year, or $44.6 per hour.

Planned Giving Consultant

Springfield, MO • On-site

AGFinancial
Finance and Insurance • 51 - 200 employees

Full-time

Re-posted 18 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.