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Crpc Designation Jobs (NOW HIRING)

Bank of America

Wealth Planner

San Jose, CA · On-site

Preferred CRPC designation Required Qualifications: * Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support * SAFE ...

Bank of America

Wealth Planner

San Jose, CA · On-site

Preferred CRPC designation Required Qualifications: * Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support * SAFE ...

Manulife

Financial Advisor

Boston, MA

$59K - $98K/yr

CRPC designation a plus. When you join our team: * We willempower you to learn and grow the career you want. * We willrecognize and support you in a flexible environment where well-being and ...

Manulife

Financial Advisor

Atlanta, GA

$59K - $98K/yr

CRPC designation a plus. When you join our team: * We willempower you to learn and grow the career you want. * We willrecognize and support you in a flexible environment where well-being and ...

Manulife and John Hancock

Financial Advisor

Boston, MA · On-site

$59K - $98K/yr

CRPC designation a plus. When you join our team: * We will empower you to learn and grow the career you want. * We will recognize and support you in a flexible environment where well-being and ...

T Rowe Price

Financial Consultant

Colorado Springs, CO · Hybrid

Chartered Retirement Planning Counselor (CRPC) (obtained within 180 days of hire) * Certified Financial Planner designation (CFP) FINRA Requirements FINRA licenses are required and will be supported ...

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Crpc Designation information

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$30K

$44.7K

$66K

How much do crpc designation jobs pay per year?

As of Aug 6, 2026, the average yearly pay for crpc designation in the United States is $44,728.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $46,500.00 per year, depending on experience, location, and employer.

What are the typical responsibilities and collaborative aspects of a CRPC in a financial advisory team?

As a CRPC, you will primarily focus on helping clients plan for retirement by assessing their financial needs, recommending appropriate investment strategies, and ensuring compliance with relevant regulations. Your role often involves collaborating closely with other advisors, portfolio managers, and client service associates to deliver holistic financial solutions. You may also participate in client meetings, prepare retirement projections, and stay updated on evolving retirement products and laws. Effective communication and teamwork are essential, as you'll frequently coordinate with both clients and internal teams to ensure comprehensive retirement planning support.

Is the Crpc designation worth it?

The Crpc designation typically refers to a certification or qualification related to criminal procedure law, which can enhance a legal professional's credentials and job prospects in criminal justice or law enforcement fields. Its value depends on the career goals, industry demand, and whether it is recognized by relevant authorities or employers in the specific region. Gaining this designation may require passing exams and gaining practical experience, which can improve employability and career advancement opportunities.

What is the difference between Crpc Designation vs Court Clerk?

AspectCrpc DesignationCourt Clerk
Required CredentialsLegal education, law degree, or certification in criminal lawHigh school diploma or equivalent, some legal or administrative training
Work EnvironmentCourts, legal offices, law enforcement agenciesCourtrooms, legal offices, administrative courts
Employer & Industry UsageLegal institutions, government agencies, law firmsCourts, judicial departments, government offices
Common Search & ComparisonLegal roles, criminal law certification, law enforcementLegal support, court administration, judicial support

Crpc Designation typically refers to legal professionals with specialized criminal law certifications, working closely with law enforcement and courts. Court Clerks handle administrative tasks within courts, often requiring less formal legal education. Both roles are integral to the judicial system but differ in credentials and responsibilities.

What jobs require a CRPC designation?

The CRPC (Chartered Retirement Planning Counselor) designation is typically required for financial advisors and planners specializing in retirement planning. It demonstrates expertise in retirement income strategies, estate planning, and investment management, and is often preferred or required by firms offering comprehensive financial advisory services.

What are the key skills and qualifications needed to thrive as a Chartered Retirement Planning Counselor, and why are they important?

To excel as a Chartered Retirement Planning Counselor (CRPC), you need a solid grounding in financial planning, retirement strategies, and a CRPC certification from the College for Financial Planning. Familiarity with financial planning software, retirement calculators, and CRM systems is typically required. Strong interpersonal skills, active listening, and the ability to explain complex concepts clearly help build client trust and long-term relationships. These skills ensure effective retirement planning advice, regulatory compliance, and high client satisfaction.

What is a CRPC designation?

The CRPC designation stands for Chartered Retirement Planning Counselor. It is a professional credential awarded by the College for Financial Planning to financial professionals who specialize in retirement planning. Earning the CRPC designation requires completing a study program and passing an exam focused on retirement income planning, Social Security, estate planning, and related topics. This credential demonstrates a financial professional's expertise in helping clients plan for retirement and manage their post-retirement income.
More about Crpc Designation jobs
What job categories do people searching Crpc Designation jobs look for? The top searched job categories for Crpc Designation jobs are:
Crpc Designation jobs near you
Infographic showing various Crpc Designation job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 93% In-person, and 7% Remote job distribution, with an average salary of $44,728 per year, or $21.5 per hour.

Wealth Planner

Bank of America

San Jose, CA • On-site

Full-time

PTO

Re-posted 17 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 523 frontline employees who took The Breakroom Quiz

52nd of 170 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
  • Leverages extensive financial data to identify possible solutions to meet client needs and goals
  • Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps
  • Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis
  • Engages with specialists and partners to address client needs and deliver solutions

Skills:
  • Business Development
  • Client Investments Management
  • Portfolio Analysis
  • Portfolio Management
  • Wealth Planning
  • Causation Analysis
  • Client Management
  • Data Visualization
  • Risk Modeling
  • Trading and Investment Analysis
  • Investment Management
  • Referral Identification
  • Preferred CRPC designation

Required Qualifications:
  • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
  • SAFE ACT Registration; ADV-2B Required
  • CFP® or CPWA® designation and/or maintain at least one firm approved designation
  • Understanding of how to deliver a strong overall client experience
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Possess and demonstrate strong communication skills
  • Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients
  • Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
  • Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
  • Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way

Desired Qualifications:
  • CRPC designation preferred

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: applicable regulation FDIC, Safe Act/Loan Originators and FINRA.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - San Jose - 50 W SAN FERNANDO ST (CA3805)
Pay and benefits information
Pay range
$52,000.00 - $96,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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