Estate Planner

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October 30, 2016

Jobs

Estate Planner Job Description

Personal Financial Advisors Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. Insurance Sales Agents Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as independent broker, or be employed by an insurance company.

Estate Planner Salary Statistics as of 2015

Average annual salary for a Estate Planner is $80802 based on statistics in the U.S. as of 2015. The highest salary recorded was $335000. The lowest salary reported was $19970. These figures will vary on a state to state basis as these are averages across all 50 states.

Median hourly wage for a Estate Planner is $40.18 based on statistics in the U.S. as of 2015. The highest hourly rate recorded was $166.58. The lowest hourly rate recorded was $9.93. These figures will vary on a state to state basis as these are averages across all 50 states.

Bonuses for a Estate Planner are based on the years of experience using statistics from the U.S. as of 2015. The average bonus recorded was $0 from people with 15+ years of experience. The average bonus recorded was $18500 from people with under 1 year of experience.

These are the highest paying states for a Estate Planner. These numbers are based of the median annual salary as of 2015.
Massachusetts – n/a
New York – n/a

These are the highest paying cities for a Estate Planner. These numbers are based of the median annual salary as of 2015.
1-4 years –
5-9 years –
20 years or more –

This chart outlines the average annual salary of a Estate Planner from the past 5 years. In 2015 the average annual salary was $80802 while in 2007 it was just $74934.36

Job Outlook

Gender Statistics

Related Jobs

95%

5%

Based on our stats gathered across the U.S. 95% of Estate Planners were males while 5% were females. These numbers are based on averages across all states combined. Some individual states may have a much different ratio however.

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