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Estate planning counselor vs estate planner

The differences between estate planning counselors and estate planners can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both an estate planning counselor and an estate planner. Additionally, an estate planner has an average salary of $96,182, which is higher than the $75,847 average annual salary of an estate planning counselor.

The top three skills for an estate planning counselor include reservations, real estate and customer issues. The most important skills for an estate planner are financial products, financial analysis, and term care.

Estate planning counselor vs estate planner overview

Estate Planning CounselorEstate Planner
Yearly salary$75,847$96,182
Hourly rate$36.46$46.24
Growth rate15%15%
Number of jobs49,06425,710
Job satisfaction--
Most common degreeBachelor's Degree, 41%Bachelor's Degree, 64%
Average age4545
Years of experience44

Estate planning counselor vs estate planner salary

Estate planning counselors and estate planners have different pay scales, as shown below.

Estate Planning CounselorEstate Planner
Average salary$75,847$96,182
Salary rangeBetween $35,000 And $159,000Between $58,000 And $157,000
Highest paying City--
Highest paying state--
Best paying company--
Best paying industry--

Differences between estate planning counselor and estate planner education

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

Estate Planning CounselorEstate Planner
Most common degreeBachelor's Degree, 41%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Pennsylvania

Estate planning counselor vs estate planner demographics

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

Estate Planning CounselorEstate Planner
Average age4545
Gender ratioMale, 46.0% Female, 54.0%Male, 62.8% Female, 37.2%
Race ratioBlack 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%Black or African American, 6.1% Unknown, 4.4% Hispanic or Latino, 10.0% Asian, 5.5% White, 73.9% American Indian and Alaska Native, 0.1%
LGBT Percentage5%5%

Differences between estate planning counselor and estate planner duties and responsibilities

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.
  • Show more

Estate planner example responsibilities.

  • Manage financial planning, educate clients on fix indexed annuities, and consistently analyze financial markers and ever-changing client needs.
  • Manage financial planning, educate clients on fix indexed annuities, and consistently analyze financial markers and ever-changing client needs.
  • Develop fee-based blotter reporting program to address AUM reporting and compliance suitability.

Estate planning counselor vs estate planner skills

Common estate planning counselor skills
  • Reservations, 21%
  • Real Estate, 16%
  • Customer Issues, 10%
  • Booking, 10%
  • Inbound Calls, 10%
  • Estate Planning, 7%
Common estate planner skills
  • Financial Products, 27%
  • Financial Analysis, 19%
  • Term Care, 12%
  • Life Insurance, 12%
  • Annuities, 7%
  • Probate, 6%

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