Client advisor vs estate planning counselor

The differences between client advisors and estate planning counselors can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a client advisor and an estate planning counselor. Additionally, an estate planning counselor has an average salary of $75,847, which is higher than the $71,135 average annual salary of a client advisor.

The top three skills for a client advisor include customer service, business development and CRM. The most important skills for an estate planning counselor are reservations, real estate, and customer issues.

Client advisor vs estate planning counselor overview

	Client Advisor	Estate Planning Counselor
Yearly salary	$71,135	$75,847
Hourly rate	$34.20	$36.46
Growth rate	15%	15%
Number of jobs	86,363	49,064
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 64%	Bachelor's Degree, 41%
Average age	45	45
Years of experience	4	4

Client advisor vs estate planning counselor salary

Client advisors and estate planning counselors have different pay scales, as shown below.

	Client Advisor	Estate Planning Counselor
Average salary	$71,135	$75,847
Salary range	Between $40,000 And $123,000	Between $35,000 And $159,000
Highest paying City	New York, NY	-
Highest paying state	New York	-
Best paying company	BP America Inc	-
Best paying industry	-	-

Differences between client advisor and estate planning counselor education

There are a few differences between a client advisor and an estate planning counselor in terms of educational background:

	Client Advisor	Estate Planning Counselor
Most common degree	Bachelor's Degree, 64%	Bachelor's Degree, 41%
Most common major	Business	Business
Most common college	University of Minnesota - Twin Cities	University of Minnesota - Twin Cities

Client advisor vs estate planning counselor demographics

Here are the differences between client advisors' and estate planning counselors' demographics:

	Client Advisor	Estate Planning Counselor
Average age	45	45
Gender ratio	Male, 66.8% Female, 33.2%	Male, 46.0% Female, 54.0%
Race ratio	Black or African American, 6.1% Unknown, 4.4% Hispanic or Latino, 10.0% Asian, 7.5% White, 71.9% American Indian and Alaska Native, 0.1%	Black or African American, 6.1% Unknown, 4.4% Hispanic or Latino, 10.1% Asian, 6.8% White, 72.4% American Indian and Alaska Native, 0.1%
LGBT Percentage	5%	5%

Differences between client advisor and estate planning counselor duties and responsibilities

Client advisor example responsibilities.

Manage financial portfolios, loan equities, lease maturities, and intake all lease returns.
Manage multiple complex healthcare treasury service implementations for clients and prospects.
Position require the ability to educate consumers on the BMW product line including its comparison to other high-line vehicles.
Maintain a high level of volume sales as well as CSI ranking.
Maintain higher than dealer average CSI, parts, accessories and FANDI commissions.
Utilize cross-selling and up-selling of products and services to enhance the customer's experience.

Estate planning counselor example responsibilities.

Manage various types of litigation matters and supervise outside counsel on all aspects of litigation.
Prepare monthly reports for FHA and VA, dealing with loans and delinquent accounts
Deliver financial expertise to accredit international clients on financial plans, which include taxes, investment strategies, and securities.
Utilize solid judgment, product knowledge, problem solving, offering detail insight and alternatives to assist owners in booking vacations.
Assist with checking availability and booking reservations for owners and also giving information on any current promotions.
Identify owner reservation needs, check availability of owner occupy reservations, and find alternative dates or accommodations if need.

Client advisor vs estate planning counselor skills

Common client advisor skills

Customer Service, 18%
Business Development, 8%
CRM, 8%
Wealth Management, 7%
Client Service, 6%
BMW, 4%

Common estate planning counselor skills

Reservations, 21%
Real Estate, 16%
Customer Issues, 10%
Booking, 10%
Inbound Calls, 10%
Estate Planning, 7%

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Client Advisor
Client Advisor vs Estate Planning Counselor

Updated January 8, 2025

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