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Finance counselor vs client advisor

The differences between finance counselors and client 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 counselor and a client advisor. Additionally, a client advisor has an average salary of $71,135, which is higher than the $40,561 average annual salary of a finance counselor.

The top three skills for a finance counselor include patients, customer service and medical terminology. The most important skills for a client advisor are customer service, business development, and CRM.

Finance counselor vs client advisor overview

Finance CounselorClient Advisor
Yearly salary$40,561$71,135
Hourly rate$19.50$34.20
Growth rate15%15%
Number of jobs101,00586,363
Job satisfaction--
Most common degreeBachelor's Degree, 47%Bachelor's Degree, 64%
Average age4545
Years of experience44

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.

What does a client advisor do?

A client advisor is responsible for managing and maintaining healthy business relationships with clients to achieve long-term business goals and objectives. Client advisors advise the senior management in building strategic techniques and identify business opportunities that would generate more revenue resources and increase the company's profits. They also monitor business and financial transactions and analyze client portfolios to determine their needs and interests, recommending plans and coordinating with the senior management to achieve the highest client satisfaction.

Finance counselor vs client advisor salary

Finance counselors and client advisors have different pay scales, as shown below.

Finance CounselorClient Advisor
Average salary$40,561$71,135
Salary rangeBetween $32,000 And $50,000Between $40,000 And $123,000
Highest paying CityGlen Cove, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyMorgan StanleyBP America Inc
Best paying industryHealth Care-

Differences between finance counselor and client advisor education

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

Finance CounselorClient Advisor
Most common degreeBachelor's Degree, 47%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Finance counselor vs client advisor demographics

Here are the differences between finance counselors' and client advisors' demographics:

Finance CounselorClient Advisor
Average age4545
Gender ratioMale, 21.0% Female, 79.0%Male, 66.8% Female, 33.2%
Race ratioBlack 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%Black or African American, 6.1% Unknown, 4.4% Hispanic or Latino, 10.0% Asian, 7.5% White, 71.9% American Indian and Alaska Native, 0.1%
LGBT Percentage5%5%

Differences between finance counselor and client advisor duties and responsibilities

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

Client advisor example responsibilities.

  • Manage financial portfolios, loan equities, lease maturities, and intake all lease returns.
  • Manage multiple complex healthcare treasury service implementations for clients and prospects.
  • Position require the ability to educate consumers on the BMW product line including its comparison to other high-line vehicles.
  • Maintain a high level of volume sales as well as CSI ranking.
  • Maintain higher than dealer average CSI, parts, accessories and FANDI commissions.
  • Utilize cross-selling and up-selling of products and services to enhance the customer's experience.
  • Show more

Finance counselor vs client advisor skills

Common finance counselor skills
  • Patients, 28%
  • Customer Service, 11%
  • Medical Terminology, 6%
  • Insurance Benefits, 5%
  • Insurance Coverage, 4%
  • Payment Arrangements, 4%
Common client advisor skills
  • Customer Service, 18%
  • Business Development, 8%
  • CRM, 8%
  • Wealth Management, 7%
  • Client Service, 6%
  • BMW, 4%

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