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Finance counselor vs investment consultant

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

Finance counselor vs investment consultant overview

Finance CounselorInvestment Consultant
Yearly salary$40,561$109,300
Hourly rate$19.50$52.55
Growth rate15%15%
Number of jobs101,00548,111
Job satisfaction--
Most common degreeBachelor's Degree, 47%Bachelor's Degree, 77%
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 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 counselor vs investment consultant salary

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

Finance CounselorInvestment Consultant
Average salary$40,561$109,300
Salary rangeBetween $32,000 And $50,000Between $60,000 And $196,000
Highest paying CityGlen Cove, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyMorgan StanleyBailey & Glasser
Best paying industryHealth CareFinance

Differences between finance counselor and investment consultant education

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

Finance CounselorInvestment Consultant
Most common degreeBachelor's Degree, 47%Bachelor's Degree, 77%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Finance counselor vs investment consultant demographics

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

Finance CounselorInvestment Consultant
Average age4545
Gender ratioMale, 21.0% Female, 79.0%Male, 79.7% Female, 20.3%
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, 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 counselor and investment consultant 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.
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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.
  • Show more

Finance counselor vs investment consultant skills

Common finance counselor skills
  • Patients, 28%
  • Customer Service, 11%
  • Medical Terminology, 6%
  • Insurance Benefits, 5%
  • Insurance Coverage, 4%
  • Payment Arrangements, 4%
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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