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Finance consultant vs investment consultant

The differences between finance consultants and investment 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 consultant and an investment consultant. Additionally, an investment consultant has an average salary of $109,300, 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 consultant are financial services, FINRA, and financial products.

Finance consultant vs investment consultant overview

Finance ConsultantInvestment Consultant
Yearly salary$77,551$109,300
Hourly rate$37.28$52.55
Growth rate15%15%
Number of jobs94,25948,111
Job satisfaction--
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 77%
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 consultant do?

An investment consultant is an individual who gives investment products, planning, and/or advice to investors. Investment consultants formulate investment strategies to help clients fulfill their necessities and realize their financial objectives. They create internal research documents that outline real estate investment opportunities and private equity. It is also part of their job to review strategies of asset management that recognize estate and income tax needs.

Finance consultant vs investment consultant salary

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

Finance ConsultantInvestment Consultant
Average salary$77,551$109,300
Salary rangeBetween $54,000 And $110,000Between $60,000 And $196,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyAppleBailey & Glasser
Best paying industryTechnologyFinance

Differences between finance consultant and investment consultant education

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

Finance ConsultantInvestment Consultant
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 77%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Finance consultant vs investment consultant demographics

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

Finance ConsultantInvestment Consultant
Average age4545
Gender ratioMale, 68.5% Female, 31.5%Male, 79.7% Female, 20.3%
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, 5.7% Unknown, 4.4% Hispanic or Latino, 9.5% Asian, 8.4% White, 71.9% American Indian and Alaska Native, 0.1%
LGBT Percentage5%5%

Differences between finance consultant and investment consultant 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 consultant example responsibilities.

  • Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
  • Research securities to determine value by analyzing financial statements, corporate filings and earnings reports
  • Preform timely and accurate securities operational support functions, trade processing, settlement reporting.
  • Adjust sector exposure to express personal macro views, selecting single stocks within sector base on fundamental analysis and technical indicators.
  • Advance knowledge of annuities and interest rates.
  • Team leader for license bank employees in the selling of tax-defer annuities.
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Finance consultant vs investment consultant skills

Common finance consultant skills
  • Customer Service, 14%
  • Financial Services, 10%
  • Financial Statements, 5%
  • CPA, 4%
  • Business Development, 4%
  • Wealth Management, 3%
Common investment consultant skills
  • Financial Services, 12%
  • FINRA, 8%
  • Financial Products, 7%
  • Client Relationships, 5%
  • Investment Products, 4%
  • Client Satisfaction, 4%

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