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Finance consultant vs finance specialist

The differences between finance consultants and finance specialists can be seen in a few details. Each job has different responsibilities and duties. Additionally, a finance consultant has an average salary of $77,551, which is higher than the $61,666 average annual salary of a finance specialist.

The top three skills for a finance consultant include customer service, financial services and financial statements. The most important skills for a finance specialist are customer service, phone calls, and cash handling.

Finance consultant vs finance specialist overview

Finance ConsultantFinance Specialist
Yearly salary$77,551$61,666
Hourly rate$37.28$29.65
Growth rate15%10%
Number of jobs94,25997,216
Job satisfaction--
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 62%
Average age4543
Years of experience4-

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 specialist do?

A financial or finance specialist is the person who sells products and services at financial institutions. Finance specialists are financial professionals who use knowledge of accounting, tax laws, and finance for financial assistance. They may assist clients with corporate or personal finances. The primary skills they must have include interpersonal skills, formal accounting, excellent communication skills, management experience, and financial reporting. They should be equipped with vital customer service and analytical skills.

Finance consultant vs finance specialist salary

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

Finance ConsultantFinance Specialist
Average salary$77,551$61,666
Salary rangeBetween $54,000 And $110,000Between $37,000 And $100,000
Highest paying CityNew York, NYWashington, DC
Highest paying stateNew YorkConnecticut
Best paying companyAppleGoogle
Best paying industryTechnologyFinance

Differences between finance consultant and finance specialist education

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

Finance ConsultantFinance Specialist
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 62%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance consultant vs finance specialist demographics

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

Finance ConsultantFinance Specialist
Average age4543
Gender ratioMale, 68.5% Female, 31.5%Male, 42.1% Female, 57.9%
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, 8.6% Unknown, 3.9% Hispanic or Latino, 9.6% Asian, 10.0% White, 67.6% American Indian and Alaska Native, 0.3%
LGBT Percentage5%4%

Differences between finance consultant and finance specialist 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 specialist example responsibilities.

  • Lead lease of aircraft including analysis and coordination of treasury, legal, tax and insurance reviews.
  • Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
  • Ensure the highest standards of SOX compliance by conducting internal audits and annual SOX testing with external auditors.
  • Compare the closed month and calendar month reports in Hyperion.
  • Prepare work papers for annual audit and tax filings and coordinate with external CPA.
  • Prepare and audit coworker contract development of insurance provider contracts, SOX testing and publishing system wide contract updates.
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Finance consultant vs finance specialist skills

Common finance consultant skills
  • Customer Service, 14%
  • Financial Services, 10%
  • Financial Statements, 5%
  • CPA, 4%
  • Business Development, 4%
  • Wealth Management, 3%
Common finance specialist skills
  • Customer Service, 23%
  • Phone Calls, 16%
  • Cash Handling, 10%
  • Customer Inquiries, 9%
  • Patients, 6%
  • Financial Reports, 6%

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