How much does an Estate Planning Director make in San Jose, CA? The average Estate Planning Director salary in San Jose, CA is $163,105 as of February 26, 2024, but the range typically falls between $146,072 and $204,187. 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 Director Salaries by Percentile
Percentile Salary Location Last Updated
10th Percentile Estate Planning Director Salary $130,564 San Jose,CA February 26, 2024
25th Percentile Estate Planning Director Salary $146,072 San Jose,CA February 26, 2024
50th Percentile Estate Planning Director Salary $163,105 San Jose,CA February 26, 2024
75th Percentile Estate Planning Director Salary $204,187 San Jose,CA February 26, 2024
90th Percentile Estate Planning Director Salary $241,591 San Jose,CA February 26, 2024
25% $146,072 10% $130,564 90% $241,591 75% $204,187 $163,105 50%(Median) Didn’t find job title? Click
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What skills does an Estate Planning Director 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.

Innovation: The ability and process of implementing new ideas and initiatives to improve organizational performance.

2.

Best Practices and Standards: A best practice is a standard or set of guidelines that is known to produce good outcomes if followed. Best practices are related to how to carry out a task or configure something.

3.

Media and Public Relations: Media acts as an intermediary between an organisation and its target public that creates awareness for the organisation with an ability to create a positive impact for the chosen audience.

Innovation 7.58%
Best Practices and Standards 1.52%
Media and Public Relations 1.52%
Others 89.38%

Job Description for Estate Planning Director

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)... View full job description

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Job Openings for Estate Planning Director in San Jose, CA
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John D. Rainey, Former Chief Financial Officer and EVP, Global Customer Operations
PayPal Holdings, Inc. operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. The company provides payment solutions under the PayPal, PayPal Credit, Braintree, Venmo, Xoom, PayPal Zettle, Hyperwallet, PayPal Honey, and Paidy names. Its payments platform allows consu... More
Fiscal Year Ended in 2022
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Estate Planning Director salary varies from city to city. Compared with national average salary of Estate Planning Director, the highest Estate Planning Director salary is in San Francisco, CA, where the Estate Planning Director salary is 25.0% above. The lowest Estate Planning Director salary is in Miami, FL, where the Estate Planning Director salary is 2.9% 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
-2.9%
City, State Chicago, IL Compared to national average
+ 5.5%
City, State Boston, MA Compared to national average
+ 12.7%
City, State New York, NY Compared to national average
+ 17.5%
City, State Dallas, TX Compared to national average
-0.7%

Take just three simple steps below to generate your own personalized salary report

Step 1 of 3

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

Average Base Salary

Core compensation

 
 
 
146072
204187
163105

Average Total Cash Compensation

Includes base and annual incentives

 
 
 
162411
241547
198573
These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Estate Planning Director in San Jose, CA. The base salary for Estate Planning Director ranges from $146,072 to $204,187 with the average base salary of $163,105. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $162,411 to $241,547 with the average total cash compensation of $198,573.
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146072
204187

 

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About San Jose, California    San Jose is located at 37°20′07″N 121°53′31″W / 37.335278°N 121.891944°W / 37.335278; -121.891944. According to the United States Census Bureau, th....More

San Jose, California  area prices were up 2.9% from a year ago    View the Cost of Living in San Jose, California

Estate Planning Director Salary in popular cities: Los AngelesSan DiegoSan Francisco

Skills associated with Estate Planning Director: Estate Planning, Business Succession Plan, Tax Research/Advising, Instructor-Led Training ...More

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