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Finance consultant vs investment advisor

The differences between finance consultants and investment advisors 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 an investment advisor. Additionally, an investment advisor has an average salary of $105,377, which is higher than the $77,551 average annual salary of a finance consultant.

The top three skills for a finance consultant include customer service, financial services and financial statements. The most important skills for an investment advisor are exceptional client, risk management, and client relationships.

Finance consultant vs investment advisor overview

Finance ConsultantInvestment Advisor
Yearly salary$77,551$105,377
Hourly rate$37.28$50.66
Growth rate15%15%
Number of jobs94,25963,438
Job satisfaction--
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 76%
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 an investment advisor do?

An investment advisor is responsible for managing the clients' financial portfolios, advising them of investment options according to their financial goals and objectives, and their ability to handle risks. Investment advisors should have excellent knowledge of the investment policies, providing the clients with the best financial strategies according to their interests. They also determine their expenses, income, and credit scores to identify a comprehensive financial plan. An investment advisor helps the clients with cash management techniques, as well as conducting data analysis on financial market projections.

Finance consultant vs investment advisor salary

Finance consultants and investment advisors have different pay scales, as shown below.

Finance ConsultantInvestment Advisor
Average salary$77,551$105,377
Salary rangeBetween $54,000 And $110,000Between $60,000 And $184,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyAppleMcKinsey & Company Inc
Best paying industryTechnologyTelecommunication

Differences between finance consultant and investment advisor education

There are a few differences between a finance consultant and an investment advisor in terms of educational background:

Finance ConsultantInvestment Advisor
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 76%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Finance consultant vs investment advisor demographics

Here are the differences between finance consultants' and investment advisors' demographics:

Finance ConsultantInvestment Advisor
Average age4545
Gender ratioMale, 68.5% Female, 31.5%Male, 72.3% Female, 27.7%
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, 5.6% Unknown, 4.4% Hispanic or Latino, 9.4% Asian, 8.2% White, 72.3% American Indian and Alaska Native, 0.1%
LGBT Percentage5%5%

Differences between finance consultant and investment advisor 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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Investment 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.
  • Obtain skills with different financial programs and tools such as Morningstar and NetX360.
  • Advise and recommend insurance products including, fix and variable annuities, and term life.
  • Focus on macroeconomic fundamentals, high yield, distress debt, volatility and macro base cross-asset statistical strategies.
  • Communicate information to clients on various products offer such as equity funds, bond funds, annuities, and money markets.
  • Identify client- specific and regulatory reporting requirements, review purchase and redemption activity, securities settlements, and cash movements.
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Finance consultant vs investment advisor skills

Common finance consultant skills
  • Customer Service, 14%
  • Financial Services, 10%
  • Financial Statements, 5%
  • CPA, 4%
  • Business Development, 4%
  • Wealth Management, 3%
Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%

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