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Asset manager vs finance advisor

The differences between asset managers and finance advisors can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 6-8 years to become an asset manager, becoming a finance advisor takes usually requires 2-4 years. Additionally, an asset manager has an average salary of $85,814, which is higher than the $64,993 average annual salary of a finance advisor.

The top three skills for an asset manager include asset management, financial statements and property management. The most important skills for a finance advisor are team support, wealth management, and securities.

Asset manager vs finance advisor overview

Asset ManagerFinance Advisor
Yearly salary$85,814$64,993
Hourly rate$41.26$31.25
Growth rate17%15%
Number of jobs64,732106,311
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 74%
Average age4645
Years of experience84

What does an asset manager do?

An asset manager is responsible for advising clients with their investment preferences and financial goals based on their assets' quantity and value. Asset managers regularly meet with their clients regarding their asset management's progress, recommending more investment options and considering the clients' needs. They manage financial portfolios and prepare stock market reports and forecasts as needed. An asset manager must have a broad knowledge of the financial industry and investment processes, identifying profit opportunities for long-term investment objectives.

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.

Asset manager vs finance advisor salary

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

Asset ManagerFinance Advisor
Average salary$85,814$64,993
Salary rangeBetween $59,000 And $123,000Between $34,000 And $121,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyDeutsche BankEnbridge
Best paying industryFinanceFinance

Differences between asset manager and finance advisor education

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

Asset ManagerFinance Advisor
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 74%
Most common majorBusinessBusiness
Most common collegeStanford UniversityUniversity of Minnesota - Twin Cities

Asset manager vs finance advisor demographics

Here are the differences between asset managers' and finance advisors' demographics:

Asset ManagerFinance Advisor
Average age4645
Gender ratioMale, 64.3% Female, 35.7%Male, 72.3% Female, 27.7%
Race ratioBlack or African American, 7.8% Unknown, 4.1% Hispanic or Latino, 15.0% Asian, 8.9% White, 63.8% American Indian and Alaska Native, 0.3%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 asset manager and finance advisor duties and responsibilities

Asset manager example responsibilities.

  • Manage and improve the processes require to support server end of life and normal windows patching processes.
  • Manage a pipeline of assets/projects through the project life cycle of short sale/deed in lieu of foreclosure through closing.
  • Manage and facilitate IRB investigations of report non-compliance and/or scientific misconduct.
  • Recognize for financial acumen, successfully managing invoicing, vendor accounts, reconciliations, and target reports.
  • Manage commercial and multifamily REO portfolio preparing property operating plans to enhance value and marketability of REO asset
  • Trade structured product securities for accounts manage by other portfolio managers base on economic conditions and the needs of specific portfolios.
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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.
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Asset manager vs finance advisor skills

Common asset manager skills
  • Asset Management, 20%
  • Financial Statements, 7%
  • Property Management, 7%
  • Customer Service, 6%
  • Oversight, 5%
  • Loan Portfolio, 5%
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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