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Estate planning counselor vs finance planner

The differences between estate planning counselors and finance 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 a finance planner. Additionally, an estate planning counselor has an average salary of $75,847, which is higher than the $71,607 average annual salary of a finance planner.

The top three skills for an estate planning counselor include reservations, real estate and customer issues. The most important skills for a finance planner are financial aid, financial services, and client facing.

Estate planning counselor vs finance planner overview

Estate Planning CounselorFinance Planner
Yearly salary$75,847$71,607
Hourly rate$36.46$34.43
Growth rate15%15%
Number of jobs49,06491,557
Job satisfaction--
Most common degreeBachelor's Degree, 41%Bachelor's Degree, 73%
Average age4545
Years of experience44

Estate planning counselor vs finance planner salary

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

Estate Planning CounselorFinance Planner
Average salary$75,847$71,607
Salary rangeBetween $35,000 And $159,000Between $42,000 And $120,000
Highest paying City-Springfield, MA
Highest paying state-Massachusetts
Best paying company-Northern Trust
Best paying industry-Insurance

Differences between estate planning counselor and finance planner education

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

Estate Planning CounselorFinance Planner
Most common degreeBachelor's Degree, 41%Bachelor's Degree, 73%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Pennsylvania

Estate planning counselor vs finance planner demographics

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

Estate Planning CounselorFinance Planner
Average age4545
Gender ratioMale, 46.0% Female, 54.0%Male, 62.0% Female, 38.0%
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, 5.7% Unknown, 4.4% Hispanic or Latino, 9.6% Asian, 8.4% White, 71.8% American Indian and Alaska Native, 0.1%
LGBT Percentage5%5%

Differences between estate planning counselor and finance 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.
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Finance planner example responsibilities.

  • Manage financial planning, educate clients on fix indexed annuities, and consistently analyze financial markers and ever-changing client needs.
  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Represent a large brokerage firm for products and services through direct sales.
  • Educate clients in tax implications for products that include mutual funds, securities, and retirement plans.
  • Redesign the existing report from a value-base manual effort to a Hyperion driven report, vastly improving both efficiency and accuracy.
  • Gain additional responsibility as a season FSR.
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Estate planning counselor vs finance planner skills

Common estate planning counselor skills
  • Reservations, 21%
  • Real Estate, 16%
  • Customer Issues, 10%
  • Booking, 10%
  • Inbound Calls, 10%
  • Estate Planning, 7%
Common finance planner skills
  • Financial Aid, 21%
  • Financial Services, 9%
  • Client Facing, 8%
  • Retirement Planning, 7%
  • Estate Planning, 6%
  • Life Insurance, 6%

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