1. What is the average salary of an Agency Estate Planning Services Trainer/Coordinator?
The average annual salary of Agency Estate Planning Services Trainer/Coordinator is $110,000.
In case you are finding an easy salary calculator,
the average hourly pay of Agency Estate Planning Services Trainer/Coordinator is $53;
the average weekly pay of Agency Estate Planning Services Trainer/Coordinator is $2,115;
the average monthly pay of Agency Estate Planning Services Trainer/Coordinator is $9,167.
2. Where can an Agency Estate Planning Services Trainer/Coordinator earn the most?
An Agency Estate Planning Services Trainer/Coordinator's earning potential can vary widely depending on several factors, including location, industry, experience, education, and the specific employer.
According to the latest salary data by Salary.com, an Agency Estate Planning Services Trainer/Coordinator earns the most in San Jose, CA, where the annual salary of an Agency Estate Planning Services Trainer/Coordinator is $138,000.
3. What is the highest pay for Agency Estate Planning Services Trainer/Coordinator?
The highest pay for Agency Estate Planning Services Trainer/Coordinator is $148,018.
4. What is the lowest pay for Agency Estate Planning Services Trainer/Coordinator?
The lowest pay for Agency Estate Planning Services Trainer/Coordinator is $74,084.
5. What are the responsibilities of Agency Estate Planning Services Trainer/Coordinator?
The Agency Estate Planning Services Trainer/Coordinator develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Provides estate planning consultation to the agency work force. Being an Agency Estate Planning Services Trainer/Coordinator requires a bachelor's degree. Responsible for developing and maintaining relationships with professional advisors. In addition, Agency Estate Planning Services Trainer/Coordinator typically reports to a manager. Agency Estate Planning Services Trainer/Coordinator is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. Working as an Agency Estate Planning Services Trainer/Coordinator typically requires 7+ years of related experience.
6. What are the skills of Agency Estate Planning Services Trainer/Coordinator
Specify the abilities and skills that a person needs in order to carry out the specified job duties. Each competency has five to ten behavioral assertions that can be observed, each with a corresponding performance level (from one to five) that is required for a particular job.
1.)
Planning: An act or process of making or carrying out plans. Establishment of goals, policies, and procedures for a social or economic unit city planning business planning.
2.)
Wealth Management: Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Certified International Investment Analysts, Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.
3.)
Accounting: Creating financial statements and reports based on the summary of financial and business transactions.
