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Finance associate vs finance consultant

The differences between finance associates and finance consultants 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 associate and a finance consultant. Additionally, a finance associate has an average salary of $81,339, which is higher than the $77,551 average annual salary of a finance consultant.

The top three skills for a finance associate include financial statements, powerpoint and financial services. The most important skills for a finance consultant are customer service, financial services, and financial statements.

Finance associate vs finance consultant overview

Finance AssociateFinance Consultant
Yearly salary$81,339$77,551
Hourly rate$39.11$37.28
Growth rate10%15%
Number of jobs83,25694,259
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 72%
Average age4345
Years of experience44

What does a finance associate do?

Finance associates perform various financial tasks for a company. These include managing accounting records, preparing payroll documents as well as financial and budget reports, and handling payments. Additionally, finance associates help with tax preparation, audits and reviews, and help with developing and implementing procedures, best practices, and policies for financial and accounting operations. The skills and qualifications for this role may include a bachelor's degree in finance or accounting, excellent communication skills, and attention to detail.

What does a finance consultant do?

A finance consultant is responsible for providing financial plans and advice for clients, managing their finances and investment decisions, and helping them achieve their long-term financial goals. Finance consultants carefully evaluate clients' financial situations, help them decide on insurance options, and patiently respond to finance-related inquiries and concerns. They should be able to monitor financial market conditions to decide on the right strategies for the clients' best interests. A finance consultant must have excellent analytical skills, as well as broad knowledge of the financial industry and stock market movements.

Finance associate vs finance consultant salary

Finance associates and finance consultants have different pay scales, as shown below.

Finance AssociateFinance Consultant
Average salary$81,339$77,551
Salary rangeBetween $50,000 And $130,000Between $54,000 And $110,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyPillsbury Winthrop Shaw PittmanApple
Best paying industryProfessionalTechnology

Differences between finance associate and finance consultant education

There are a few differences between a finance associate and a finance consultant in terms of educational background:

Finance AssociateFinance Consultant
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 72%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance associate vs finance consultant demographics

Here are the differences between finance associates' and finance consultants' demographics:

Finance AssociateFinance Consultant
Average age4345
Gender ratioMale, 47.3% Female, 52.7%Male, 68.5% Female, 31.5%
Race ratioBlack or African American, 5.5% Unknown, 4.1% Hispanic or Latino, 11.4% Asian, 12.3% White, 66.5% American Indian and Alaska Native, 0.2%Black or African American, 5.7% Unknown, 4.4% Hispanic or Latino, 9.6% Asian, 8.5% White, 71.8% American Indian and Alaska Native, 0.1%
LGBT Percentage6%5%

Differences between finance associate and finance consultant duties and responsibilities

Finance associate example responsibilities.

  • Lead team of volunteers and paid staff to help fulfill their person and ministry relate goals.
  • Manage administration of SalesForce accounts as well as creating and automating various business specific reports.
  • Administer loan closings, home mortgage loan origination, and loan counseling.
  • Prepare tag and title documents and legal transfer documents for the DMV and MVA.
  • Assist finance manager, company CPA, clinic staff/supervisors, and hr maintaining company finances.
  • Monitor, develop strategies, and execute plan orders via Fidessa equities algorithmic trading strategy.
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Finance consultant example responsibilities.

  • Lead new hire training for FINRA test preparation and consultative sales model.
  • Manage client's portfolio to ensure proper taxation of gains/losses on exercise stock options.
  • Provide expert advice to clients to achieve their financial planning goals in conjunction with an independent RIA.
  • Lead and organize a weekly macro meeting with multi-asset strategists to discuss and challenge the team's positioning.
  • Focuse on separately manage accounts, mutual fund and ETF wrap programs, variable annuities, and alternative strategies.
  • Manage all employee relate matters, including stock options, benefits , 401K, payroll administration and human resources.
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Finance associate vs finance consultant skills

Common finance associate skills
  • Financial Statements, 9%
  • PowerPoint, 8%
  • Financial Services, 6%
  • Work Ethic, 5%
  • Phone Calls, 4%
  • Financial Models, 4%
Common finance consultant skills
  • Customer Service, 14%
  • Financial Services, 10%
  • Financial Statements, 5%
  • CPA, 4%
  • Business Development, 4%
  • Wealth Management, 3%