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Finance consultant vs finance counselor

The differences between finance consultants and finance counselors 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 consultant and a finance counselor. Additionally, a finance consultant has an average salary of $77,551, which is higher than the $40,561 average annual salary of a finance counselor.

The top three skills for a finance consultant include customer service, financial services and financial statements. The most important skills for a finance counselor are patients, customer service, and medical terminology.

Finance consultant vs finance counselor overview

Finance ConsultantFinance Counselor
Yearly salary$77,551$40,561
Hourly rate$37.28$19.50
Growth rate15%15%
Number of jobs94,259101,005
Job satisfaction--
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 47%
Average age4545
Years of experience44

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.

What does a finance counselor do?

A finance counselor specializes in providing billing advice to patients in a hospital or similar setting. They are primarily responsible for giving cost-estimates and offering financial assistance in payment plans and other options such as insurance. Moreover, they must gather patient information and requirements, verifying them for authenticity. They must also review financial and medical history to ensure that the patient can uphold financial obligations. Furthermore, it is essential to build rapport with clients to improve relationships.

Finance consultant vs finance counselor salary

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

Finance ConsultantFinance Counselor
Average salary$77,551$40,561
Salary rangeBetween $54,000 And $110,000Between $32,000 And $50,000
Highest paying CityNew York, NYGlen Cove, NY
Highest paying stateNew YorkNew York
Best paying companyAppleMorgan Stanley
Best paying industryTechnologyHealth Care

Differences between finance consultant and finance counselor education

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

Finance ConsultantFinance Counselor
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 47%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance consultant vs finance counselor demographics

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

Finance ConsultantFinance Counselor
Average age4545
Gender ratioMale, 68.5% Female, 31.5%Male, 21.0% Female, 79.0%
Race ratioBlack 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%Black or African American, 6.1% Unknown, 4.4% Hispanic or Latino, 10.1% Asian, 5.8% White, 73.4% American Indian and Alaska Native, 0.1%
LGBT Percentage5%5%

Differences between finance consultant and finance counselor duties and responsibilities

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 counselor example responsibilities.

  • Lead cleanup of company database and files with pending patient and insurance payments through Meditech software program.
  • Work one on one with the nurses to insure all patients are registered and treat with dignity and compassion.
  • Develop ad implement in-house software financial aid college work-study program.
  • Collect student paperwork to verify FAFSA applications to award accurate financial aid.
  • Provide excellent customer service reflecting respect and compassion towards every patient and visitor.
  • Interview and train college work-study personnel, and counsele students/parents for eligibility for financial aid.
  • Show more

Finance consultant vs finance counselor skills

Common finance consultant skills
  • Customer Service, 14%
  • Financial Services, 10%
  • Financial Statements, 5%
  • CPA, 4%
  • Business Development, 4%
  • Wealth Management, 3%
Common finance counselor skills
  • Patients, 28%
  • Customer Service, 11%
  • Medical Terminology, 6%
  • Insurance Benefits, 5%
  • Insurance Coverage, 4%
  • Payment Arrangements, 4%

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