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Finance assistance advisor vs personal investment adviser

The differences between finance assistance 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 finance assistance advisor and a personal investment adviser. Additionally, a personal investment adviser has an average salary of $119,629, which is higher than the $79,349 average annual salary of a finance assistance advisor.

The top three skills for a finance assistance advisor include customer service, financial assistance and financial data. The most important skills for a personal investment adviser are customer service, loan applications, and inbound calls.

Finance assistance advisor vs personal investment adviser overview

Finance Assistance AdvisorPersonal Investment Adviser
Yearly salary$79,349$119,629
Hourly rate$38.15$57.51
Growth rate15%15%
Number of jobs99,34129,147
Job satisfaction--
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 65%
Average age4545
Years of experience44

Finance assistance advisor vs personal investment adviser salary

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

Finance Assistance AdvisorPersonal Investment Adviser
Average salary$79,349$119,629
Salary rangeBetween $42,000 And $147,000Between $74,000 And $192,000
Highest paying City--
Highest paying state--
Best paying company--
Best paying industry--

Differences between finance assistance advisor and personal investment adviser education

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

Finance Assistance AdvisorPersonal Investment Adviser
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 65%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Finance assistance advisor vs personal investment adviser demographics

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

Finance Assistance AdvisorPersonal Investment Adviser
Average age4545
Gender ratioMale, 35.5% Female, 64.5%Male, 48.5% Female, 51.5%
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, 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 finance assistance advisor and personal investment adviser 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.

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.

Finance assistance advisor vs personal investment adviser 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 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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