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Bank advisor vs investment advisor

The differences between bank advisors and investment advisors can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a bank advisor and an investment advisor. Additionally, an investment advisor has an average salary of $105,377, which is higher than the $90,014 average annual salary of a bank advisor.

The top three skills for a bank advisor include financial services, CRM and client relationships. The most important skills for an investment advisor are exceptional client, risk management, and client relationships.

Bank advisor vs investment advisor overview

Bank AdvisorInvestment Advisor
Yearly salary$90,014$105,377
Hourly rate$43.28$50.66
Growth rate15%15%
Number of jobs49,43763,438
Job satisfaction--
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 76%
Average age4545
Years of experience44

Bank advisor vs investment advisor salary

Bank advisors and investment advisors have different pay scales, as shown below.

Bank AdvisorInvestment Advisor
Average salary$90,014$105,377
Salary rangeBetween $56,000 And $143,000Between $60,000 And $184,000
Highest paying City-New York, NY
Highest paying state-New York
Best paying company-McKinsey & Company Inc
Best paying industry-Telecommunication

Differences between bank advisor and investment advisor education

There are a few differences between a bank advisor and an investment advisor in terms of educational background:

Bank AdvisorInvestment Advisor
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 76%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Bank advisor vs investment advisor demographics

Here are the differences between bank advisors' and investment advisors' demographics:

Bank AdvisorInvestment Advisor
Average age4545
Gender ratioMale, 61.3% Female, 38.7%Male, 72.3% Female, 27.7%
Race ratioBlack 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%Black or African American, 5.6% Unknown, 4.4% Hispanic or Latino, 9.4% Asian, 8.2% White, 72.3% American Indian and Alaska Native, 0.1%
LGBT Percentage5%5%

Differences between bank advisor and investment advisor duties and responsibilities

Bank advisor example responsibilities.

  • Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services.
  • Carry out excellent profiling, cross-selling of all products, and explaining benefits to each client.
  • Utilize cross-selling techniques to sell the best product for each customer's needs.
  • Support banking and lending activity through leveraging securities to provide lending solutions for high net worth clients.
  • Analyze clients' securities portfolios to ensure diversification and margin ability for credit line/loan approval.
  • Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services.
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Investment advisor example responsibilities.

  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Obtain skills with different financial programs and tools such as Morningstar and NetX360.
  • Advise and recommend insurance products including, fix and variable annuities, and term life.
  • Focus on macroeconomic fundamentals, high yield, distress debt, volatility and macro base cross-asset statistical strategies.
  • Communicate information to clients on various products offer such as equity funds, bond funds, annuities, and money markets.
  • Identify client- specific and regulatory reporting requirements, review purchase and redemption activity, securities settlements, and cash movements.
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Bank advisor vs investment advisor skills

Common bank advisor skills
  • Financial Services, 21%
  • CRM, 14%
  • Client Relationships, 13%
  • Cross-Selling, 6%
  • Financial Solutions, 5%
  • Bank Products, 4%
Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%

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