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Adviser vs finance advisor

The differences between advisers and finance advisors can be seen in a few details. Each job has different responsibilities and duties. Additionally, an adviser has an average salary of $75,787, which is higher than the $64,993 average annual salary of a finance advisor.

The top three skills for an adviser include java, provide technical assistance and workgroup. The most important skills for a finance advisor are team support, wealth management, and securities.

Adviser vs finance advisor overview

AdviserFinance Advisor
Yearly salary$75,787$64,993
Hourly rate$36.44$31.25
Growth rate10%15%
Number of jobs11,373106,311
Job satisfaction--
Most common degreeBachelor's Degree, 56%Bachelor's Degree, 74%
Average age4245
Years of experience-4

What does an adviser do?

An Adviser provides advice and guidance to help people make realistic choices about their education, training, and work. They can work in various locations, such as schools, colleges, and local authorities.

What does a finance advisor do?

A Financial Advisor specializes in sharing their expertise with an individual or company on how to handle and boost finances. The responsibilities of a Financial Advisor include creating and proposing a strategy to attain financial gains through profits and investments, educating the client about new methods and opportunities, monitor and evaluate progress, and as well as plan policies according to the clients' life changes. Furthermore, it is also the duty of the Financial Advisor to research new investments that would be of great help to the client's assets.

Adviser vs finance advisor salary

Advisers and finance advisors have different pay scales, as shown below.

AdviserFinance Advisor
Average salary$75,787$64,993
Salary rangeBetween $42,000 And $134,000Between $34,000 And $121,000
Highest paying CityHartford, CTNew York, NY
Highest paying stateNew JerseyNew York
Best paying companyKirkland & EllisEnbridge
Best paying industryInsuranceFinance

Differences between adviser and finance advisor education

There are a few differences between an adviser and a finance advisor in terms of educational background:

AdviserFinance Advisor
Most common degreeBachelor's Degree, 56%Bachelor's Degree, 74%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Adviser vs finance advisor demographics

Here are the differences between advisers' and finance advisors' demographics:

AdviserFinance Advisor
Average age4245
Gender ratioMale, 55.5% Female, 44.5%Male, 72.3% Female, 27.7%
Race ratioBlack or African American, 10.6% Unknown, 3.8% Hispanic or Latino, 14.2% Asian, 3.7% White, 67.0% American Indian and Alaska Native, 0.6%Black or African American, 5.6% Unknown, 4.4% Hispanic or Latino, 9.5% Asian, 8.3% White, 72.1% American Indian and Alaska Native, 0.1%
LGBT Percentage11%5%

Differences between adviser and finance advisor duties and responsibilities

Adviser example responsibilities.

  • Manage personal assets using equities and options with a long/short strategy.
  • Manage IEP's to document prerequisites, transfer to subsequent institutions, and financing of education costs.
  • Adhere to BSA & OFAC policies and procedures, and take part in annual BSA & OFAC training
  • Conduct legal analysis of confidential pending international corporate environmental liability litigation.
  • Assist students with the completion of the FAFSA.
  • Gather information and create PowerPoint slides for command briefings.
  • Show more

Finance advisor example responsibilities.

  • Manage all budget and forecast submissions into Hyperion.
  • Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
  • Structure and manage investment portfolios using a range of financial instruments, including equity securities and fix income instruments.
  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Research eligibility and status of all Medicare and Medicaid patients.
  • Perform portfolio analysis using MorningStar workstation and complete cost basis research project.
  • Show more

Adviser vs finance advisor skills

Common adviser skills
  • Java, 32%
  • Provide Technical Assistance, 27%
  • Workgroup, 12%
  • Outbound Calls, 4%
  • Chemistry, 3%
  • Inbound Calls, 3%
Common finance advisor skills
  • Team Support, 7%
  • Wealth Management, 7%
  • Securities, 6%
  • Strong Computer, 6%
  • Financial Services, 6%
  • Client Facing, 5%

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