Client advisor vs certified finance planner

The differences between client advisors and certified finance planners can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a client advisor and a certified finance planner. Additionally, a certified finance planner has an average salary of $75,400, which is higher than the $71,135 average annual salary of a client advisor.

The top three skills for a client advisor include customer service, business development and CRM. The most important skills for a certified finance planner are estate planning, securities, and investment management.

Client advisor vs certified finance planner overview

	Client Advisor	Certified Finance Planner
Yearly salary	$71,135	$75,400
Hourly rate	$34.20	$36.25
Growth rate	15%	15%
Number of jobs	86,363	117,578
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 64%	Bachelor's Degree, 73%
Average age	45	45
Years of experience	4	4

Client advisor vs certified finance planner salary

Client advisors and certified finance planners have different pay scales, as shown below.

	Client Advisor	Certified Finance Planner
Average salary	$71,135	$75,400
Salary range	Between $40,000 And $123,000	Between $41,000 And $138,000
Highest paying City	New York, NY	-
Highest paying state	New York	-
Best paying company	BP America Inc	-
Best paying industry	-	-

Differences between client advisor and certified finance planner education

There are a few differences between a client advisor and a certified finance planner in terms of educational background:

	Client Advisor	Certified Finance Planner
Most common degree	Bachelor's Degree, 64%	Bachelor's Degree, 73%
Most common major	Business	Business
Most common college	University of Minnesota - Twin Cities	University of Pennsylvania

Client advisor vs certified finance planner demographics

Here are the differences between client advisors' and certified finance planners' demographics:

	Client Advisor	Certified Finance Planner
Average age	45	45
Gender ratio	Male, 66.8% Female, 33.2%	Male, 62.6% Female, 37.4%
Race ratio	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%	Black or African American, 6.1% Unknown, 4.4% Hispanic or Latino, 10.0% Asian, 7.1% White, 72.3% American Indian and Alaska Native, 0.1%
LGBT Percentage	5%	5%

Differences between client advisor and certified finance planner duties and responsibilities

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.

Certified finance planner 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.
Assist individuals whom invest monies in variable annuities.
Manage financial planning, educate clients on fix indexed annuities, and consistently analyze financial markers and ever-changing client needs.
Analyze and test derivative modeling and dynamic hedging methods.

Client advisor vs certified finance planner skills

Common client advisor skills

Customer Service, 18%
Business Development, 8%
CRM, 8%
Wealth Management, 7%
Client Service, 6%
BMW, 4%

Common certified finance planner skills

Estate Planning, 16%
Securities, 7%
Investment Management, 7%
Life Insurance, 6%
Tax Planning, 5%
Retirement Planning, 5%

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Client Advisor vs Certified Finance Planner

Updated January 8, 2025

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