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Finance counselor vs estate planning counselor

The differences between finance counselors 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 finance counselor and an estate planning counselor. Additionally, an estate planning counselor has an average salary of $75,847, which is higher than the $40,561 average annual salary of a finance counselor.

The top three skills for a finance counselor include patients, customer service and medical terminology. The most important skills for an estate planning counselor are reservations, real estate, and customer issues.

Finance counselor vs estate planning counselor overview

Finance CounselorEstate Planning Counselor
Yearly salary$40,561$75,847
Hourly rate$19.50$36.46
Growth rate15%15%
Number of jobs101,00549,064
Job satisfaction--
Most common degreeBachelor's Degree, 47%Bachelor's Degree, 41%
Average age4545
Years of experience44

Finance counselor vs estate planning counselor salary

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

Finance CounselorEstate Planning Counselor
Average salary$40,561$75,847
Salary rangeBetween $32,000 And $50,000Between $35,000 And $159,000
Highest paying CityGlen Cove, NY-
Highest paying stateNew York-
Best paying companyMorgan Stanley-
Best paying industryHealth Care-

Differences between finance counselor and estate planning counselor education

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

Finance CounselorEstate Planning Counselor
Most common degreeBachelor's Degree, 47%Bachelor's Degree, 41%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Finance counselor vs estate planning counselor demographics

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

Finance CounselorEstate Planning Counselor
Average age4545
Gender ratioMale, 21.0% Female, 79.0%Male, 46.0% Female, 54.0%
Race ratioBlack or African American, 6.1% Unknown, 4.4% Hispanic or Latino, 10.1% Asian, 5.8% White, 73.4% 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 Percentage5%5%

Differences between finance counselor and estate planning counselor duties and responsibilities

Finance counselor example responsibilities.

  • Lead cleanup of company database and files with pending patient and insurance payments through Meditech software program.
  • Work one on one with the nurses to insure all patients are registered and treat with dignity and compassion.
  • Develop ad implement in-house software financial aid college work-study program.
  • Collect student paperwork to verify FAFSA applications to award accurate financial aid.
  • Provide excellent customer service reflecting respect and compassion towards every patient and visitor.
  • Interview and train college work-study personnel, and counsele students/parents for eligibility for financial aid.
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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 counselor vs estate planning counselor skills

Common finance counselor skills
  • Patients, 28%
  • Customer Service, 11%
  • Medical Terminology, 6%
  • Insurance Benefits, 5%
  • Insurance Coverage, 4%
  • Payment Arrangements, 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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