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Finance counselor vs investment counselor

The differences between finance counselors and investment counselors 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 counselor. Additionally, an investment counselor has an average salary of $120,817, 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 counselor are client service, capital markets, and client relationships.

Finance counselor vs investment counselor overview

Finance CounselorInvestment Counselor
Yearly salary$40,561$120,817
Hourly rate$19.50$58.09
Growth rate15%15%
Number of jobs101,00533,016
Job satisfaction--
Most common degreeBachelor's Degree, 47%Bachelor's Degree, 78%
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 counselor do?

Investment counselors can be called financial planners. They usually work in a financial institution to communicate with clients on how to invest in an investment. An investment counselor often assesses the client's financial situation to come up with a financial plan. Sometimes, they are also responsible for conducting training and workshops for both clients and bank employees.

Finance counselor vs investment counselor salary

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

Finance CounselorInvestment Counselor
Average salary$40,561$120,817
Salary rangeBetween $32,000 And $50,000Between $68,000 And $213,000
Highest paying CityGlen Cove, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyMorgan StanleyCiti
Best paying industryHealth CareFinance

Differences between finance counselor and investment counselor education

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

Finance CounselorInvestment Counselor
Most common degreeBachelor's Degree, 47%Bachelor's Degree, 78%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Finance counselor vs investment counselor demographics

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

Finance CounselorInvestment Counselor
Average age4545
Gender ratioMale, 21.0% Female, 79.0%Male, 74.0% Female, 26.0%
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, 5.6% Unknown, 4.4% Hispanic or Latino, 9.4% Asian, 8.1% White, 72.5% American Indian and Alaska Native, 0.1%
LGBT Percentage5%5%

Differences between finance counselor and investment counselor 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

Investment counselor example responsibilities.

  • Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
  • Adjust sector exposure to express personal macro views, selecting single stocks within sector base on fundamental analysis and technical indicators.
  • Monitor preparation of asset/liability management report.

Finance counselor vs investment counselor skills

Common finance counselor skills
  • Patients, 28%
  • Customer Service, 11%
  • Medical Terminology, 6%
  • Insurance Benefits, 5%
  • Insurance Coverage, 4%
  • Payment Arrangements, 4%
Common investment counselor skills
  • Client Service, 13%
  • Capital Markets, 11%
  • Client Relationships, 10%
  • Securities, 10%
  • Wealth Management, 8%
  • Brokerage, 7%

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