Estate Planner Bonus

Updated: 4 Jun 2012
United States » Job » Estate Planner Overview » Estate Planner Bonus
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Job: Estate Planner
Median Bonus by Years Experience
Years Experience
National Bonus Data 
$0$10K$20K$30K
Less than 1 year$4,900  
   
5-9 years$30,000  
10-19 years$5,087  
20 years or more$6,500  
PayScale
Country: United States | Currency: USD | Updated: 4 Jun 2012 | Individuals Reporting: 12
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sample job description
Estate Planner Job Description

People with the job title Estate Planner typically fall into one of the following PayScale standard occupations.

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.
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.

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