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Estate Planner Jobs in Oregon (NOW HIRING)

PLACE

Real Estate Agent - Luxury Focused

Portland, OR · On-site

$150K - $250K/yr

You understand that luxury real estate is about more than price-it requires precision ... Personalized Business Growth Planning Whether you're refining your specialty, expanding into new ...

Aldrich

Trust & Estate Tax Manager

Salem, OR · On-site

$135K - $175K/yr

This role will support complex trust, estate, gift, and high-net-worth individual tax work, with a focus on review, planning, research, and client service. This is a strong opportunity for someone ...

Deloitte

Tax Senior - Real Estate

Portland, OR · On-site

Certified Financial Planner (CFP) * Ability to demonstrate basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for real estate funds * Ability to ...

Think.Public.Media

Director, Planned Giving

Portland, OR · On-site

$112 - $130/hr

If you are ready for a leadership role where your estate planning expertise can deepen donor relationships and help sustain trusted journalism, storytelling, and public service for generations, this ...

Manulife

Advanced Markets Consultant

OR · On-site +1

Provide advanced markets case consultation and planning support for complex insurance opportunities involving estate, business, executive benefits, charitable, and financing-based planning strategies.

Raymondjames

Financial Planning Associate

Bend, OR · On-site

Conductresearchasneededrelatedtobasicincometaxquestions, estate planning,andotherlegalissues- requestingguidancewhenappropriate. * May participate in clientpresentations. * May open, transfer, and ...

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All JobsEstate Planner JobsEstate Planner Jobs in Oregon

Estate Planner information

See Oregon salary details

$106.3K

$132.9K

$156.3K

How much do estate planner jobs pay per year?

As of Sep 3, 2026, the average yearly pay for estate planner in Oregon is $132,924.00, according to ZipRecruiter salary data. Most workers in this role earn between $119,600.00 and $146,200.00 per year, depending on experience, location, and employer.

What is an estate planner?

An estate planner handles the assets, insurance, and financial matters for a person with a family, in the event of their death. Upon the client’s passing, you oversee all of the affairs to ensure the assets are distributed as intended and the family meets the healthcare or burial wishes. Experience in financial planning is vital, as well as strong communication skills and legal knowledge. An individual seeks out the help of an estate planner while they are still healthy or mentally capable of making financial decisions. You then help them understand what their family will go through when it comes to tax matters, life insurance claims, probate, or trust funds after their passing.

What are the key skills and qualifications needed to thrive as an estate planner, and why are they important?

To thrive as an Estate Planner, you need a solid understanding of estate law, tax regulations, and financial planning, typically supported by a law degree or relevant certifications such as CFP or CTFA. Familiarity with estate planning software, legal document drafting tools, and tax preparation systems is common in this field. Excellent interpersonal skills, discretion, and strong communication are crucial for building client trust and navigating sensitive family and financial matters. These skills ensure the creation of effective, compliant estate plans that protect client interests and foster long-term relationships.

What are some common challenges faced by estate planners when working with clients?

Estate planners often encounter challenges such as navigating complex family dynamics, keeping up with frequently changing tax laws, and ensuring that clients' wishes are accurately documented and legally enforceable. Additionally, they must communicate complex legal concepts in a way that clients can easily understand, and coordinate with other professionals like accountants and financial advisors to create comprehensive plans. Building trust with clients and maintaining confidentiality are also crucial aspects of the role.

What is the difference between Estate Planner vs Financial Advisor?

AspectEstate PlannerFinancial Advisor
CredentialsLegal or estate planning certifications (e.g., CFP, JD)Financial planning certifications (e.g., CFP, ChFC)
Work EnvironmentLaw firms, estate planning firms, or independent practiceFinancial institutions, advisory firms, or independent
Industry UsageFocuses on estate and succession planningFocuses on investment, retirement, and wealth management

While both Estate Planners and Financial Advisors help clients manage their wealth, Estate Planners specialize in estate and succession planning, often with legal expertise, whereas Financial Advisors focus on investment strategies and financial growth. Understanding these differences helps clients choose the right professional for their specific needs.

Is estate planning in demand?

Estate planning is a growing field as aging populations and increasing wealth drive demand for estate planners. Professionals in this role need strong legal, financial, and interpersonal skills, often requiring certification or licensing. The job outlook remains positive due to ongoing need for estate management and succession planning services.

What degree do you need to be an estate planner?

Estate planners typically hold a bachelor's degree in fields such as law, finance, accounting, or estate planning. Many also pursue advanced certifications like the Certified Estate Planner (CEP) or Certified Financial Planner (CFP) to enhance their expertise and credibility in the field.

What does an estate planner do?

An estate planner helps clients organize and prepare their assets for transfer after death through legal documents such as wills, trusts, and powers of attorney. They analyze financial situations, advise on estate strategies, and ensure legal compliance, often working with attorneys and financial advisors. Certification and knowledge of estate laws are important for this role.
More about Estate Planner jobs

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For Estate Planner jobs in Oregon, the most frequently searched job titles are:

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The top searched job categories for Estate Planner jobs in Oregon are:

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For Estate Planner jobs in OR, the most frequently searched job titles are:

Estate Planner jobs near you
Infographic showing various Estate Planner job openings in Oregon as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, and 3% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $132,924 per year, or $63.9 per hour.

Real Estate Agent Trainee

Attorney Backed Agents

Medford, OR

Full-time

Posted 2 days ago

New

Job description

Taking Your Real Estate Course… What Comes Next?

You’re working toward your real estate license.

That’s a huge first step.

But passing the exam is only part of building a real estate career.

The bigger questions are:

Where will you go once you’re licensed?

Who will help you learn the business?

How will you find clients?

What will your first 90 days actually look like?

Attorney Backed Agents® is looking to connect with future agents who are currently in real estate school and want a stronger plan for what happens after they pass.

Start Building Before You’re Licensed

Once licensed, you will have access to:

  1. Experienced Team Leads and agent support
  2. Training and accountability
  3. Hands-on buyers, listings and showing opportunities
  4. Prospecting and lead-generation systems
  5. CRM, technology, marketing, and AI tools
  6. A path toward becoming a productive Buyer’s and Listing Agent

You don’t need to wait until your license is active to start learning about the team, asking questions, and planning your next move.

Who We’re Looking For

We want people who are:

  1. Currently enrolled in a real estate licensing course (or looking to enroll)
  2. Serious about making real estate a career
  3. Coachable and motivated
  4. Interested in team support and mentorship
  5. Ready to work once licensed

No production experience required.

You’re not expected to know everything yet.

That’s exactly why having the right team around you matters.

What Happens After You’re Licensed?

Our goal is to help you transition from real estate student to productive agent.

You can begin gaining experience with buyers, showings, prospecting, inspections, walkthroughs, transactions, and eventually listings — with experienced agents and Team Leads available to help you develop.

This is not about simply finding somewhere to hang your license.

It’s about having a plan for what comes next.

About Advocate Partners | Attorney Backed Agents®

Our platform gives real estate professionals access to training, Team Lead support, technology, AI, marketing, accounting, revenue share, stock opportunities, health insurance options, and a nationwide real estate community.

You’re already working on the license.

Now start building the career.

Apply today to learn more about joining the team once you’re licensed.