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Personal investment adviser vs estate planning counselor

The differences between personal investment advisers 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 personal investment adviser and an estate planning counselor. Additionally, a personal investment adviser has an average salary of $119,629, which is higher than the $75,847 average annual salary of an estate planning counselor.

The top three skills for a personal investment adviser include customer service, loan applications and inbound calls. The most important skills for an estate planning counselor are reservations, real estate, and customer issues.

Personal investment adviser vs estate planning counselor overview

Personal Investment AdviserEstate Planning Counselor
Yearly salary$119,629$75,847
Hourly rate$57.51$36.46
Growth rate15%15%
Number of jobs29,14749,064
Job satisfaction--
Most common degreeBachelor's Degree, 65%Bachelor's Degree, 41%
Average age4545
Years of experience44

Personal investment adviser vs estate planning counselor salary

Personal investment advisers and estate planning counselors have different pay scales, as shown below.

Personal Investment AdviserEstate Planning Counselor
Average salary$119,629$75,847
Salary rangeBetween $74,000 And $192,000Between $35,000 And $159,000
Highest paying City--
Highest paying state--
Best paying company--
Best paying industry--

Differences between personal investment adviser and estate planning counselor education

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

Personal Investment AdviserEstate Planning Counselor
Most common degreeBachelor's Degree, 65%Bachelor's Degree, 41%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Minnesota - Twin Cities

Personal investment adviser vs estate planning counselor demographics

Here are the differences between personal investment advisers' and estate planning counselors' demographics:

Personal Investment AdviserEstate Planning Counselor
Average age4545
Gender ratioMale, 48.5% Female, 51.5%Male, 46.0% Female, 54.0%
Race ratioBlack or African American, 5.6% Unknown, 4.4% Hispanic or Latino, 9.5% Asian, 8.3% White, 72.1% 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 personal investment adviser and estate planning counselor duties and responsibilities

Personal investment adviser example responsibilities.

  • Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
  • Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
  • Assist in planning and implementation of logistics automation initiatives relate to vehicle fleet management and repair parts management.

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

Personal investment adviser vs estate planning counselor skills

Common personal investment adviser skills
  • Customer Service, 33%
  • Loan Applications, 29%
  • Inbound Calls, 7%
  • Product Knowledge, 4%
  • Outbound Calls, 4%
  • Guest Service, 3%
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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