Client advisor vs finance assistance advisor

The differences between client advisors and finance assistance 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 client advisor and a finance assistance advisor. Additionally, a finance assistance advisor has an average salary of $79,349, 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 finance assistance advisor are customer service, financial assistance, and financial data.

Client advisor vs finance assistance advisor overview

	Client Advisor	Finance Assistance Advisor
Yearly salary	$71,135	$79,349
Hourly rate	$34.20	$38.15
Growth rate	15%	15%
Number of jobs	86,363	99,341
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 64%	Bachelor's Degree, 69%
Average age	45	45
Years of experience	4	4

Client advisor vs finance assistance advisor salary

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

	Client Advisor	Finance Assistance Advisor
Average salary	$71,135	$79,349
Salary range	Between $40,000 And $123,000	Between $42,000 And $147,000
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 finance assistance advisor education

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

	Client Advisor	Finance Assistance Advisor
Most common degree	Bachelor's Degree, 64%	Bachelor's Degree, 69%
Most common major	Business	Business
Most common college	University of Minnesota - Twin Cities	University of Pennsylvania

Client advisor vs finance assistance advisor demographics

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

	Client Advisor	Finance Assistance Advisor
Average age	45	45
Gender ratio	Male, 66.8% Female, 33.2%	Male, 35.5% Female, 64.5%
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, 5.6% Unknown, 4.4% Hispanic or Latino, 9.4% Asian, 8.3% White, 72.2% American Indian and Alaska Native, 0.1%
LGBT Percentage	5%	5%

Differences between client advisor and finance assistance advisor 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.

Finance assistance 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.
Conduct initial and ongoing meetings with prospects and clients profiling and developing comprehensive wealth management strategies.
Analyze and test derivative modeling and dynamic hedging methods.

Client advisor vs finance assistance advisor skills

Common client advisor skills

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

Common finance assistance advisor skills

Customer Service, 28%
Financial Assistance, 13%
Financial Data, 13%
Financial Aid Eligibility, 11%
Financial Aid, 10%
Client Service, 3%

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Client Advisor
Client Advisor vs Finance Assistance Advisor

Updated January 8, 2025

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