Estate Planner Salary in Tampa, Florida

To get your salary data, use the search bar below or browse by job, city, or state.
loading...

Job title is required

loading...

Job location is required.

Average Salary for Estate Planner in Tampa, Florida

The average salary of a(n) Estate Planner in Tampa, Florida is $68,981.

The average hourly rate of a(n) Estate Planner in Tampa, Florida is $33.16.

The average bonus of a(n) Estate Planner in Tampa, Florida is $2,704.00.

Job Description:

Reviews assets and liabilities of estate to determine that insurance is adequate for financial protection of estate. Studies legal instruments, such as wills, trusts, business agreements, life insurance policies, and government benefits, to estimate value and expenses of estate. May be required to hold state license. Computes expenses, taxes, and debts to determine value of adjusted gross estate, using knowledge of accounting and tax laws. Prepares and discusses program with client that will provide maximum financial security for family and protect investments. Suggests purchase of additional or new life insurance when analysis of estate indicates need for meeting cash demands at death. Discusses legal instruments with family attorney if study indicates need for change. Less

Reviews assets and liabilities of estate to determine that insurance is adequate for financial protection of estate. Studies legal instruments, such as wills, trusts, business agreements, life insurance policies, and government benefits, to estimate value and expenses of estate. ... More

How helpful is this page?

Are you a(n) Estate Planner?

Get a more personalized salary report now. Get Report

Average Salaries for Similar Jobs in Tampa, Florida

Job Openings by Indeed job search

Results for Estate Planner in Tampa, Florida

Associate Financial Consultant- St. Petersburg, FL - Saint Petersburg, FL

Charles Schwab

Certified Financial Planner (CFP) certification is preferred. Our branch network is part of the broader Investor Services organization and is primarily...

View job on Indeed.com

Portfolio Analyst - Trust - Tampa, FL

RAYMOND JAMES FINANCIAL

Principles of estate planning, trusts and securities industry operations. Indirectly assists with coordination of estate planning, banking, credit, insurance,...

View job on Indeed.com

Family Wealth Associate, GenSpring Family Offices (Tampa, FL) - Saint Petersburg, FL

SunTrust

Perform technical research on estate planning and income tax issues. Estate planning and trust administration services (strategy and coordination)....

View job on Indeed.com

Charitable Estate Planned Giving Director - Saint Petersburg, FL

American Heart Association

Recommends specific estate planning actions to achieve goals and meets with donors’ estate planner or financial advisor as appropriate....

View job on Indeed.com

Senior Wealth Planner, Private Wealth Management (Tampa, FL) - Tampa, FL

SunTrust

Senior Wealth Planner, Private Wealth Management (Tampa, FL)-W423802. Financial Planner develops financial plans and conducts client interviews as part of...

View job on Indeed.com

Discover How Much You
Should Be Paid

Work in Compensation or HR?    x