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Client advisor vs personal investment adviser

The differences between client advisors and personal investment advisers 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 personal investment adviser. Additionally, a personal investment adviser has an average salary of $119,629, 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 personal investment adviser are customer service, loan applications, and inbound calls.

Client advisor vs personal investment adviser overview

Client AdvisorPersonal Investment Adviser
Yearly salary$71,135$119,629
Hourly rate$34.20$57.51
Growth rate15%15%
Number of jobs86,36329,147
Job satisfaction--
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 65%
Average age4545
Years of experience44

Client advisor vs personal investment adviser salary

Client advisors and personal investment advisers have different pay scales, as shown below.

Client AdvisorPersonal Investment Adviser
Average salary$71,135$119,629
Salary rangeBetween $40,000 And $123,000Between $74,000 And $192,000
Highest paying CityNew York, NY-
Highest paying stateNew York-
Best paying companyBP America Inc-
Best paying industry--

Differences between client advisor and personal investment adviser education

There are a few differences between a client advisor and a personal investment adviser in terms of educational background:

Client AdvisorPersonal Investment Adviser
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 65%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Minnesota - Twin Cities

Client advisor vs personal investment adviser demographics

Here are the differences between client advisors' and personal investment advisers' demographics:

Client AdvisorPersonal Investment Adviser
Average age4545
Gender ratioMale, 66.8% Female, 33.2%Male, 48.5% Female, 51.5%
Race ratioBlack 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, 9.5% Asian, 8.3% White, 72.1% American Indian and Alaska Native, 0.1%
LGBT Percentage5%5%

Differences between client advisor and personal investment adviser 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.
    • Show more

Personal investment adviser example responsibilities.

  • Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
  • Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
  • Assist in planning and implementation of logistics automation initiatives relate to vehicle fleet management and repair parts management.

Client advisor vs personal investment adviser skills

Common client advisor skills
  • Customer Service, 18%
  • Business Development, 8%
  • CRM, 8%
  • Wealth Management, 7%
  • Client Service, 6%
  • BMW, 4%
Common personal investment adviser skills
  • Customer Service, 33%
  • Loan Applications, 29%
  • Inbound Calls, 7%
  • Product Knowledge, 4%
  • Outbound Calls, 4%
  • Guest Service, 3%

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Updated January 8, 2025

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