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Finance assistance advisor vs certified finance planner

The differences between finance assistance advisors and certified finance planners 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 assistance advisor and a certified finance planner. Additionally, a finance assistance advisor has an average salary of $79,349, which is higher than the $75,400 average annual salary of a certified finance planner.

The top three skills for a finance assistance advisor include customer service, financial assistance and financial data. The most important skills for a certified finance planner are estate planning, securities, and investment management.

Finance assistance advisor vs certified finance planner overview

Finance Assistance AdvisorCertified Finance Planner
Yearly salary$79,349$75,400
Hourly rate$38.15$36.25
Growth rate15%15%
Number of jobs99,341117,578
Job satisfaction--
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 73%
Average age4545
Years of experience44

Finance assistance advisor vs certified finance planner salary

Finance assistance advisors and certified finance planners have different pay scales, as shown below.

Finance Assistance AdvisorCertified Finance Planner
Average salary$79,349$75,400
Salary rangeBetween $42,000 And $147,000Between $41,000 And $138,000
Highest paying City--
Highest paying state--
Best paying company--
Best paying industry--

Differences between finance assistance advisor and certified finance planner education

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

Finance Assistance AdvisorCertified Finance Planner
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 73%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance assistance advisor vs certified finance planner demographics

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

Finance Assistance AdvisorCertified Finance Planner
Average age4545
Gender ratioMale, 35.5% Female, 64.5%Male, 62.6% Female, 37.4%
Race ratioBlack 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%Black or African American, 6.1% Unknown, 4.4% Hispanic or Latino, 10.0% Asian, 7.1% White, 72.3% American Indian and Alaska Native, 0.1%
LGBT Percentage5%5%

Differences between finance assistance advisor and certified finance planner duties and responsibilities

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.

Certified finance planner 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.
  • Assist individuals whom invest monies in variable annuities.
  • Manage financial planning, educate clients on fix indexed annuities, and consistently analyze financial markers and ever-changing client needs.
  • Analyze and test derivative modeling and dynamic hedging methods.

Finance assistance advisor vs certified finance planner skills

Common finance assistance advisor skills
  • Customer Service, 28%
  • Financial Assistance, 13%
  • Financial Data, 13%
  • Financial Aid Eligibility, 11%
  • Financial Aid, 10%
  • Client Service, 3%
Common certified finance planner skills
  • Estate Planning, 16%
  • Securities, 7%
  • Investment Management, 7%
  • Life Insurance, 6%
  • Tax Planning, 5%
  • Retirement Planning, 5%

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