Benefit/Perk | Number of People | 0 | 5 | 10 | 15 |
|---|---|---|---|---|---|
| 401(k) | 14 | ||||
| Paid Holidays / Vacation | 13 | ||||
| Life Insurance/Disability | 12 | ||||
| Paid Sick Leave | 11 | ||||
| Education/Training/Tuition/Certification Reimbursement | 8 | ||||
| Cell Phone | 8 | ||||
| Flex-Time / Flexible Schedule | 5 | ||||
 Country: United States | Updated: 6 Feb 2012 | Individuals Reporting: 17 | |||||
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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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- Certified Financial Planner (CFP)
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