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Commercial banker vs investment advisor

The differences between commercial bankers and investment advisors can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 4-6 years to become a commercial banker, becoming an investment advisor takes usually requires 2-4 years. Additionally, an investment advisor has an average salary of $105,377, which is higher than the $78,697 average annual salary of a commercial banker.

The top three skills for a commercial banker include customer service, business development and treasury. The most important skills for an investment advisor are exceptional client, risk management, and client relationships.

Commercial banker vs investment advisor overview

Commercial BankerInvestment Advisor
Yearly salary$78,697$105,377
Hourly rate$37.84$50.66
Growth rate4%15%
Number of jobs45,27063,438
Job satisfaction--
Most common degreeBachelor's Degree, 77%Bachelor's Degree, 76%
Average age4545
Years of experience64

What does a commercial banker do?

A commercial banker is responsible for providing financial advice and selling financial instruments to corporate clients according to their business needs and specifications. Commercial bankers process the opening and registration of corporate client accounts, updating the clients with current financial services, and resolving account disputes. They also manage investment options and identify opportunities that would help the bank gain more prospective clients that would increase the company's revenues and profitability. A commercial banker must have excellent knowledge of the banking industry to determine banking solutions for clients for their best interests.

What does an investment advisor do?

An investment advisor is responsible for managing the clients' financial portfolios, advising them of investment options according to their financial goals and objectives, and their ability to handle risks. Investment advisors should have excellent knowledge of the investment policies, providing the clients with the best financial strategies according to their interests. They also determine their expenses, income, and credit scores to identify a comprehensive financial plan. An investment advisor helps the clients with cash management techniques, as well as conducting data analysis on financial market projections.

Commercial banker vs investment advisor salary

Commercial bankers and investment advisors have different pay scales, as shown below.

Commercial BankerInvestment Advisor
Average salary$78,697$105,377
Salary rangeBetween $51,000 And $121,000Between $60,000 And $184,000
Highest paying CitySeattle, WANew York, NY
Highest paying stateNew MexicoNew York
Best paying companyNorthern TrustMcKinsey & Company Inc
Best paying industryFinanceTelecommunication

Differences between commercial banker and investment advisor education

There are a few differences between a commercial banker and an investment advisor in terms of educational background:

Commercial BankerInvestment Advisor
Most common degreeBachelor's Degree, 77%Bachelor's Degree, 76%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Commercial banker vs investment advisor demographics

Here are the differences between commercial bankers' and investment advisors' demographics:

Commercial BankerInvestment Advisor
Average age4545
Gender ratioMale, 63.5% Female, 36.5%Male, 72.3% Female, 27.7%
Race ratioBlack or African American, 9.7% Unknown, 4.7% Hispanic or Latino, 14.7% Asian, 6.6% White, 63.8% American Indian and Alaska Native, 0.5%Black or African American, 5.6% Unknown, 4.4% Hispanic or Latino, 9.4% Asian, 8.2% White, 72.3% American Indian and Alaska Native, 0.1%
LGBT Percentage8%5%

Differences between commercial banker and investment advisor duties and responsibilities

Commercial banker example responsibilities.

  • Establish leads by building upon existing clientele and developing relationships with major centers of influence including CPA's and attorneys.
  • Manage and develop commercial lenders and administrative assistants.
  • Manage commercial customer portfolios by using profile analysis to identify cross-sell opportunities to sell other products and services.
  • Manage origination initiatives associate with business accounts, treasury products, and loans while adhering to bank compliance procedures.
  • Develop strategies for optimal cash flow optimization through complex treasury and cash management solutions couple with appropriate credit instruments.
  • Train processors, establish compliance policy, establish and maintain business relationships with lenders and builders.
  • Show more

Investment 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.
  • Obtain skills with different financial programs and tools such as Morningstar and NetX360.
  • Advise and recommend insurance products including, fix and variable annuities, and term life.
  • Focus on macroeconomic fundamentals, high yield, distress debt, volatility and macro base cross-asset statistical strategies.
  • Communicate information to clients on various products offer such as equity funds, bond funds, annuities, and money markets.
  • Identify client- specific and regulatory reporting requirements, review purchase and redemption activity, securities settlements, and cash movements.
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Commercial banker vs investment advisor skills

Common commercial banker skills
  • Customer Service, 9%
  • Business Development, 8%
  • Treasury, 8%
  • Commercial Banking, 7%
  • Client Relationships, 6%
  • Financial Services, 5%
Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%

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