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Finance advisor vs finance analyst

The differences between finance advisors and finance analysts can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a finance advisor and a finance analyst. Additionally, a finance analyst has an average salary of $69,887, which is higher than the $64,993 average annual salary of a finance advisor.

The top three skills for a finance advisor include team support, wealth management and securities. The most important skills for a finance analyst are financial analysis, financial models, and financial data.

Finance advisor vs finance analyst overview

Finance AdvisorFinance Analyst
Yearly salary$64,993$69,887
Hourly rate$31.25$33.60
Growth rate15%9%
Number of jobs106,311138,600
Job satisfaction--
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 76%
Average age4540
Years of experience44

What does a finance advisor do?

A Financial Advisor specializes in sharing their expertise with an individual or company on how to handle and boost finances. The responsibilities of a Financial Advisor include creating and proposing a strategy to attain financial gains through profits and investments, educating the client about new methods and opportunities, monitor and evaluate progress, and as well as plan policies according to the clients' life changes. Furthermore, it is also the duty of the Financial Advisor to research new investments that would be of great help to the client's assets.

What does a finance analyst do?

A finance analyst is responsible for evaluating a company's financial data and historical reports to assess investment opportunities and provide accurate financial statements in support of business strategies and company performance prediction. A financial analyst's duties also include suggesting recommendations to boost operations efficiency and grow revenues, researching the current market performance and economic trends to adjust budget goals as needed, and managing client portfolios. Finance analysts must have excellent critical and analytical thinking skills to identify the best actions for the company's profitability.

Finance advisor vs finance analyst salary

Finance advisors and finance analysts have different pay scales, as shown below.

Finance AdvisorFinance Analyst
Average salary$64,993$69,887
Salary rangeBetween $34,000 And $121,000Between $46,000 And $104,000
Highest paying CityNew York, NYSan Francisco, CA
Highest paying stateNew YorkConnecticut
Best paying companyEnbridgeThe Citadel
Best paying industryFinanceFinance

Differences between finance advisor and finance analyst education

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

Finance AdvisorFinance Analyst
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 76%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Pennsylvania

Finance advisor vs finance analyst demographics

Here are the differences between finance advisors' and finance analysts' demographics:

Finance AdvisorFinance Analyst
Average age4540
Gender ratioMale, 72.3% Female, 27.7%Male, 56.2% Female, 43.8%
Race ratioBlack 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%Black or African American, 5.6% Unknown, 4.5% Hispanic or Latino, 7.7% Asian, 14.1% White, 68.0% American Indian and Alaska Native, 0.1%
LGBT Percentage5%7%

Differences between finance advisor and finance analyst duties and responsibilities

Finance advisor example responsibilities.

  • Manage all budget and forecast submissions into Hyperion.
  • Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
  • Structure and manage investment portfolios using a range of financial instruments, including equity securities and fix income instruments.
  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Research eligibility and status of all Medicare and Medicaid patients.
  • Perform portfolio analysis using MorningStar workstation and complete cost basis research project.
  • Show more

Finance analyst example responsibilities.

  • Manage company asset accounts, wire funds to clients and record and structure amounts into QuickBooks.
  • Manage the UAT team involve in the testing of an enterprise accounting and project management software.
  • Manage customer portfolio to department KPI's, target balance, aging metrics, cash recovery and write-off tolerance.
  • Manage contract database and SalesForce for historical research and financial reporting purposes.
  • Manage and maintain information in worldwide-military database which include exemptions, transfers, retirements, and payroll records.
  • Accomplish project accounting functions including project costing, time reporting, project accruals and proper capitalization of development costs.
  • Show more

Finance advisor vs finance analyst skills

Common finance advisor skills
  • Team Support, 7%
  • Wealth Management, 7%
  • Securities, 6%
  • Strong Computer, 6%
  • Financial Services, 6%
  • Client Facing, 5%
Common finance analyst skills
  • Financial Analysis, 9%
  • Financial Models, 5%
  • Financial Data, 5%
  • Strong Analytical, 4%
  • Variance Analysis, 4%
  • Hyperion, 3%

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