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Crpc Designation Jobs (NOW HIRING)

Suncoast Credit Union

Financial Advisor

Labelle, FL · On-site

$500K/yr

... designation preferred (e.g. CFP, ChFC, CRPC, etc.) • Minimum of 5 years of financial planning, investment advisory, or wealth management experience • FINRA Series 7 and Series 66 (or 63 and 65 ...

Suncoast Credit Union

Financial Advisor

Fort Myers, FL · On-site

$500K/yr

... designation preferred (e.g. CFP, ChFC, CRPC, etc.) • Minimum of 5 years of financial planning, investment advisory, or wealth management experience • FINRA Series 7 and Series 66 (or 63 and 65 ...

Suncoast Credit Union

Financial Advisor

Bradenton, FL · On-site

$48K/yr

Bachelor's degree in business, finance, economics, or related field • Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) • Minimum of 5 years of financial planning ...

Suncoast Credit Union

Financial Advisor

Tampa, FL · On-site

$500K/yr

... designation preferred (e.g. CFP, ChFC, CRPC, etc.) • Minimum of 5 years of financial planning, investment advisory, or wealth management experience • FINRA Series 7 and Series 66 (or 63 and 65 ...

Suncoast Credit Union

Financial Advisor

Clearwater, FL · On-site

$500K/yr

... designation preferred (e.g. CFP, ChFC, CRPC, etc.) • Minimum of 5 years of financial planning, investment advisory, or wealth management experience • FINRA Series 7 and Series 66 (or 63 and 65 ...

Suncoast Credit Union

Financial Advisor

Fort Myers, FL · On-site

$48K/yr

Bachelor's degree in business, finance, economics, or related field • Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) • Minimum of 5 years of financial planning ...

Suncoast Credit Union

Financial Advisor

Inverness, FL

$500K/yr

... designation preferred (e.g. CFP, ChFC, CRPC, etc.) • Minimum of 5 years of financial planning, investment advisory, or wealth management experience • FINRA Series 7 and Series 66 (or 63 and 65 ...

SECU Credit Union

Financial Advisor

Linthicum, MD · On-site

MD Life and Health Insurance designation; Certified Retirement Planning Counselor (CRPC) (preferred); Certified Financial Planner (CFP) (preferred) * 4+ years' experience Investment Sales

SECU Credit Union

Financial Advisor

Linthicum, MD · On-site

MD Life and Health Insurance designation; Certified Retirement Planning Counselor (CRPC) (preferred); Certified Financial Planner (CFP) (preferred) * 4+ years experience Investment Sales

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All JobsCrpc Designation Jobs

Crpc Designation information

See salary details

$30K

$44.7K

$66K

How much do crpc designation jobs pay per year?

As of Aug 7, 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 Advisor (Upstate New York)

Mercer Advisors

Rochester, NY

Full-time

Re-posted 22 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts.

Essential Job Functions for the Wealth Advisor will include:

  • Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
  • Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
  • Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients
  • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
  • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
  • Managing client communications and follow-up with clients' other advisors
  • Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention
  • Attending company workshops or lectures and speak to groups of potential clients when called upon
  • Implementing company policies and procedure
  • Other duties as needed

Required Knowledge, Skills and Abilities:

Education:

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus

Experience:

  • Five to twenty-five years of job-related experience

Certifications:

  • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered
  • Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.

Job Skills:

  • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
  • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning
  • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired
  • Continually seeks to enhance job knowledge, learn quickly and efficiently
  • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude
  • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred
  • Technical and analytical training and experience in financial planning
  • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
  • Ability to work without close supervision managing and prioritizing deliverables
  • Must be highly flexible and confidential with all matters
  • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role

Competencies:

Business & Technological Knowledge

Industry Experience

Advanced knowledge of the industry, financial products, and financial planning concepts

Economic Landscape

Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients

Business Ops - CSU

Strong working/core understanding of CSU Operations

SO's - FWS

Can generate and review performance reports and present recommendations to client relationship manager

SO's - FP

Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients

Wealth Management

Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities

Core Tech/Platforms

Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)

Compliance

Comprehensive understanding of compliance requirements

INTERPERSONAL EFFECTIVENESS

Teamwork & Collaboration

Role model for cross-Firm teamwork and collaboration

Work Environment

Role model for contributing to a positive work environment

Balancing Priorities

Balances competing priorities and manages time pressures with composure

Trustworthiness

Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability

Professional Presence

If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions

Communications

Presents oral and written communications in a concise and well-organized form

CLIENT FOCUS & ACCOUNTABILITY

Client Service

Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors

Resource Coordination

Begins to establish internal resource channels needed to deliver high quality work on a timely basis

Growth Mindset

Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market

Quality

Takes responsibility for ensuring work quality

LEADERSHIP

Guiding Principles

Consistently demonstrates full commitment to Firm vision and values

Talent Development & Team Leadership

Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities.

Innovation & Change Management

Identifies opportunities for improvement and proposes solutions

Firm-building

Represents the Firm in a professional manner

Driving Results

Partners with others to support achievement of KPI goals

Work Schedule: Business hours Monday through Friday.

Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.

#LI-Hybrid

The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.

This position may also be eligible for a comprehensive benefits package, which includes:

  1. Medical, dental, and vision coverage
  2. Life insurance
  3. 401(k) contributions
  4. Health Savings Account (HSA)
  5. Short- and long-term disability
  6. Additional benefits designed to support your health and financial well-being
Base Pay Range
$85,000—$145,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

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