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Banker vs finance advisor

The differences between bankers and finance 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 banker and a finance advisor. Additionally, a finance advisor has an average salary of $64,993, which is higher than the $44,463 average annual salary of a banker.

The top three skills for a banker include taking care, financial services and securities. The most important skills for a finance advisor are team support, wealth management, and securities.

Banker vs finance advisor overview

BankerFinance Advisor
Yearly salary$44,463$64,993
Hourly rate$21.38$31.25
Growth rate10%15%
Number of jobs29,725106,311
Job satisfaction--
Most common degreeBachelor's Degree, 56%Bachelor's Degree, 74%
Average age4345
Years of experience44

What does a banker do?

A banker is primarily responsible for assisting clients with their banking needs, particularly when withdrawing, depositing, and paying. Aside from handling transactions, bankers are also mainly responsible for opening and closing accounts, processing requirements, verifying the validity of documentation, recommending services and other financial options to clients, and resolving inquiries and concerns. A banker may answer calls and correspondence, coordinate with other banking personnel, maintain accurate data, and discuss conditions to clients thoroughly. Furthermore, because a banker mainly works with clients, it is essential to attain customer satisfaction.

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.

Banker vs finance advisor salary

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

BankerFinance Advisor
Average salary$44,463$64,993
Salary rangeBetween $20,000 And $97,000Between $34,000 And $121,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyCitiEnbridge
Best paying industryFinanceFinance

Differences between banker and finance advisor education

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

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

Banker vs finance advisor demographics

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

BankerFinance Advisor
Average age4345
Gender ratioMale, 46.3% Female, 53.7%Male, 72.3% Female, 27.7%
Race ratioBlack or African American, 5.5% Unknown, 4.1% Hispanic or Latino, 11.4% Asian, 12.3% White, 66.5% American Indian and Alaska Native, 0.2%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 Percentage6%5%

Differences between banker and finance advisor duties and responsibilities

Banker example responsibilities.

  • Manage a mortgage, banking and securities base lending pipeline for one of the top lending branches in the firm.
  • Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
  • Earn numerous reward certificates for level of sales and customer service through QA.
  • Qualify potential members for membership by opening checking accounts, savings accounts, IRAs, CDs, and processing loan applications.
  • Follow appropriate VL guidelines to ensure compliance with QA and banking regulations.
  • Pass series 6 , 63 and insurance exams as registered member of FINRA.
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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.
  • Show more

Banker vs finance advisor skills

Common banker skills
  • Taking Care, 15%
  • Financial Services, 10%
  • Securities, 6%
  • Bank Products, 5%
  • NMLS, 5%
  • Upselling, 4%
Common finance advisor skills
  • Team Support, 7%
  • Wealth Management, 7%
  • Securities, 6%
  • Strong Computer, 6%
  • Financial Services, 6%
  • Client Facing, 5%