How much does an Estate Planning Consultant make in the United States? The average Estate Planning Consultant salary in the United States is $108,767 as of June 27, 2024, but the range typically falls between $90,177 and $128,508. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target. 

Estate Planning Consultant Salaries by Percentile
Percentile Salary Location Last Updated
10th Percentile Estate Planning Consultant Salary $73,251 US June 27, 2024
25th Percentile Estate Planning Consultant Salary $90,177 US June 27, 2024
50th Percentile Estate Planning Consultant Salary $108,767 US June 27, 2024
75th Percentile Estate Planning Consultant Salary $128,508 US June 27, 2024
90th Percentile Estate Planning Consultant Salary $146,482 US June 27, 2024
25% $90,177 10% $73,251 90% $146,482 75% $128,508 $108,767 50%(Median) Didn’t find job title? Click
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What skills does an Estate Planning Consultant need?

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.

Planning 47.56%
Wealth Management 0.24%
Accounting 0.15%
Others 52.05%
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Job Description for Estate Planning Consultant

Estate Planning Consultant provides estate planning consultation to the agency work force. 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. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)... View full job description

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Salary.com job board provides millions of Estate Planning Consultant information for you to search for. Click on search button below to see Estate Planning Consultant job openings or enter a new job title here.

Job Openings for Estate Planning Consultant
  • Job Description. Financial Consultant. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationsh...
    - 1 Day Ago
  • Job Description. Financial Consultant. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationsh...
    - 1 Day Ago
  • Job Description. Financial Consultant. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationsh...
    - 1 Day Ago
  • Job Description. Financial Consultant. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationsh...
    - 3 Days Ago
  • Job Description. Financial Consultant. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationsh...
    - 3 Days Ago

Career Path for Estate Planning Consultant

A career path is a sequence of jobs that leads to your short- and long-term career goals. Some follow a linear career path within one field, while others change fields periodically to achieve career or personal goals.

For Estate Planning Consultant, the upper level is Finance & Insurance Manager and then progresses to Estate Planning Director.

Those that have already made the climb...
Pamela J. Shelley-Kessler, Co-President, Chief Financial Officer and Corporate Secretary
LTC is a real estate investment trust (REIT) investing in seniors housing and health care properties primarily through sale-leasebacks, mortgage financing, joint-ventures and structured finance solutions including preferred equity and mezzanine lending. LTC's investment portfolio includes 208 properties in 27 states wi... More
Fiscal Year Ended in 2022
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Estate Planning Consultant salary varies from city to city. Compared with national average salary of Estate Planning Consultant, the highest Estate Planning Consultant salary is in San Francisco, CA, where the Estate Planning Consultant salary is 25.0% above. The lowest Estate Planning Consultant salary is in Miami, FL, where the Estate Planning Consultant salary is 3.5% lower than national average salary.

City, State Compared to national average
City, State San Francisco, CA Compared to national average
+ 25.0%
City, State Washington, DC Compared to national average
+ 11.3%
City, State Miami, FL Compared to national average
-3.5%
City, State Chicago, IL Compared to national average
+ 4.9%
City, State Boston, MA Compared to national average
+ 12.1%
City, State New York, NY Compared to national average
+ 16.8%
City, State Dallas, TX Compared to national average
-1.3%

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Understand the total compensation opportunity for an Estate Planning Consultant, base salary plus other pay elements

Average Base Salary

Core compensation

 
 
 
90177
128508
108767

Average Total Cash Compensation

Includes base and annual incentives

 
 
 
99614
144768
121283
These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Estate Planning Consultant in the United States. The base salary for Estate Planning Consultant ranges from $90,177 to $128,508 with the average base salary of $108,767. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $99,614 to $144,768 with the average total cash compensation of $121,283.
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90177
128508

 

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Estate Planning Consultant Salary in United States
Estate Planning Consultant Salary Graph, Regional Distribution and Summary