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Adviser sales vs client advisor

The differences between adviser sales and client advisors can be seen in a few details. Each job has different responsibilities and duties. Additionally, a client advisor has an average salary of $71,135, which is higher than the $53,659 average annual salary of an adviser sales.

The top three skills for an adviser sales include POS, loss prevention and product knowledge. The most important skills for a client advisor are customer service, business development, and CRM.

Adviser sales vs client advisor overview

Adviser SalesClient Advisor
Yearly salary$53,659$71,135
Hourly rate$25.80$34.20
Growth rate-15%
Number of jobs282,77786,363
Job satisfaction--
Most common degreeBachelor's Degree, 47%Bachelor's Degree, 64%
Average age4145
Years of experience-4

What does an adviser sales do?

Adviser sales are responsible for reaching out to clients through calls and correspondence to promote and sell products or services. With a sales target to reach, they must secure sales by prioritizing customer satisfaction. There are also instances when they have to perform follow-up calls, conduct surveys or polls, process payments or refunds, and even handle complaints, issues, and concerns. Furthermore, it is essential to coordinate with the team and adhere to company policies and regulations.

What does a client advisor do?

A client advisor is responsible for managing and maintaining healthy business relationships with clients to achieve long-term business goals and objectives. Client advisors advise the senior management in building strategic techniques and identify business opportunities that would generate more revenue resources and increase the company's profits. They also monitor business and financial transactions and analyze client portfolios to determine their needs and interests, recommending plans and coordinating with the senior management to achieve the highest client satisfaction.

Adviser sales vs client advisor salary

Adviser sales and client advisors have different pay scales, as shown below.

Adviser SalesClient Advisor
Average salary$53,659$71,135
Salary rangeBetween $30,000 And $95,000Between $40,000 And $123,000
Highest paying CitySan Francisco, CANew York, NY
Highest paying stateCaliforniaNew York
Best paying companyAccentureBP America Inc
Best paying industryProfessional-

Differences between adviser sales and client advisor education

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

Adviser SalesClient Advisor
Most common degreeBachelor's Degree, 47%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common college-University of Minnesota - Twin Cities

Adviser sales vs client advisor demographics

Here are the differences between adviser sales' and client advisors' demographics:

Adviser SalesClient Advisor
Average age4145
Gender ratioMale, 47.5% Female, 52.5%Male, 66.8% Female, 33.2%
Race ratioBlack or African American, 10.3% Unknown, 5.1% Hispanic or Latino, 23.0% Asian, 6.8% White, 54.4% American Indian and Alaska Native, 0.5%Black or African American, 6.1% Unknown, 4.4% Hispanic or Latino, 10.0% Asian, 7.5% White, 71.9% American Indian and Alaska Native, 0.1%
LGBT Percentage7%5%

Differences between adviser sales and client advisor duties and responsibilities

Adviser sales example responsibilities.

  • Greet members at the front desk while upselling products and creating leads.
  • Provide customer service, initiate layaway plans and checkout non jewelry customers
  • Train new employees, efficiently operate POS systems, process sales invoices, and progress on multiple projects simultaneously.
  • Assist customers with style coordination, operate POS transactions, greet customers and help with the opening and closing operations.
  • Diagnose and resolve user problems with standard and custom application software packages and windows operating systems, tools and utilities.
  • Research and troubleshoot customer service problems
  • Show more

Client advisor example responsibilities.

  • Manage financial portfolios, loan equities, lease maturities, and intake all lease returns.
  • Manage multiple complex healthcare treasury service implementations for clients and prospects.
  • Position require the ability to educate consumers on the BMW product line including its comparison to other high-line vehicles.
  • Maintain a high level of volume sales as well as CSI ranking.
  • Maintain higher than dealer average CSI, parts, accessories and FANDI commissions.
  • Utilize cross-selling and up-selling of products and services to enhance the customer's experience.
  • Show more

Adviser sales vs client advisor skills

Common adviser sales skills
  • POS, 18%
  • Loss Prevention, 15%
  • Product Knowledge, 14%
  • Customer Service, 11%
  • Store Management, 8%
  • Sales Techniques, 7%
Common client advisor skills
  • Customer Service, 18%
  • Business Development, 8%
  • CRM, 8%
  • Wealth Management, 7%
  • Client Service, 6%
  • BMW, 4%