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Finance assistance advisor vs estate planner

The differences between finance assistance advisors 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 a finance assistance advisor and an estate planner. Additionally, an estate planner has an average salary of $96,182, which is higher than the $79,349 average annual salary of a finance assistance advisor.

The top three skills for a finance assistance advisor include customer service, financial assistance and financial data. The most important skills for an estate planner are financial products, financial analysis, and term care.

Finance assistance advisor vs estate planner overview

Finance Assistance AdvisorEstate Planner
Yearly salary$79,349$96,182
Hourly rate$38.15$46.24
Growth rate15%15%
Number of jobs99,34125,710
Job satisfaction--
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 64%
Average age4545
Years of experience44

Finance assistance advisor vs estate planner salary

Finance assistance advisors and estate planners have different pay scales, as shown below.

Finance Assistance AdvisorEstate Planner
Average salary$79,349$96,182
Salary rangeBetween $42,000 And $147,000Between $58,000 And $157,000
Highest paying City--
Highest paying state--
Best paying company--
Best paying industry--

Differences between finance assistance advisor and estate planner education

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

Finance Assistance AdvisorEstate Planner
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance assistance advisor vs estate planner demographics

Here are the differences between finance assistance advisors' and estate planners' demographics:

Finance Assistance AdvisorEstate Planner
Average age4545
Gender ratioMale, 35.5% Female, 64.5%Male, 62.8% Female, 37.2%
Race ratioBlack or African American, 5.6% Unknown, 4.4% Hispanic or Latino, 9.4% Asian, 8.3% White, 72.2% 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 finance assistance advisor and estate planner duties and responsibilities

Finance assistance advisor example responsibilities.

  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Conduct initial and ongoing meetings with prospects and clients profiling and developing comprehensive wealth management strategies.
  • Analyze and test derivative modeling and dynamic hedging methods.

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.

Finance assistance advisor vs estate planner skills

Common finance assistance advisor skills
  • Customer Service, 28%
  • Financial Assistance, 13%
  • Financial Data, 13%
  • Financial Aid Eligibility, 11%
  • Financial Aid, 10%
  • Client Service, 3%
Common estate planner skills
  • Financial Products, 27%
  • Financial Analysis, 19%
  • Term Care, 12%
  • Life Insurance, 12%
  • Annuities, 7%
  • Probate, 6%

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