Client advisor vs individual pension consultant

The differences between client advisors and individual pension consultants 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 an individual pension consultant. Additionally, a client advisor has an average salary of $71,135, which is higher than the $43,775 average annual salary of an individual pension consultant.

The top three skills for a client advisor include customer service, business development and CRM. The most important skills for an individual pension consultant are financial issues, insurance products, and life insurance.

Client advisor vs individual pension consultant overview

	Client Advisor	Individual Pension Consultant
Yearly salary	$71,135	$43,775
Hourly rate	$34.20	$21.05
Growth rate	15%	15%
Number of jobs	86,363	8,112
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 64%	Bachelor's Degree, 77%
Average age	45	45
Years of experience	4	4

Client advisor vs individual pension consultant salary

Client advisors and individual pension consultants have different pay scales, as shown below.

	Client Advisor	Individual Pension Consultant
Average salary	$71,135	$43,775
Salary range	Between $40,000 And $123,000	Between $26,000 And $73,000
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 individual pension consultant education

There are a few differences between a client advisor and an individual pension consultant in terms of educational background:

	Client Advisor	Individual Pension Consultant
Most common degree	Bachelor's Degree, 64%	Bachelor's Degree, 77%
Most common major	Business	Business
Most common college	University of Minnesota - Twin Cities	University of Minnesota - Twin Cities

Client advisor vs individual pension consultant demographics

Here are the differences between client advisors' and individual pension consultants' demographics:

	Client Advisor	Individual Pension Consultant
Average age	45	45
Gender ratio	Male, 66.8% Female, 33.2%	Male, 59.8% Female, 40.2%
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 individual pension consultant 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.

Individual pension consultant example responsibilities.

Manage files from origination to closing, and accurately organize and review all documents for processing.
Provide financial products and services to assist the investors with their financial needs like loans, after tax annuities and IRAs.
Review and implement terms of QDRO for retirement annuities in marital dissolution proceedings.
Manage files from origination to closing, and accurately organize and review all documents for processing.
Remain current on IRA regulations and policies.
Develop fee-based blotter reporting program to address AUM reporting and compliance suitability.

Client advisor vs individual pension consultant skills

Common client advisor skills

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

Common individual pension consultant skills

Financial Issues, 38%
Insurance Products, 14%
Life Insurance, 9%
Annuities, 7%
Asset Retention, 5%
Retirement Accounts, 5%

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Client Advisor
Client Advisor vs Individual Pension Consultant

Updated January 8, 2025

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