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Investment advisor vs adviser

The differences between investment advisors and advisers can be seen in a few details. Each job has different responsibilities and duties. Additionally, an investment advisor has an average salary of $105,377, which is higher than the $75,787 average annual salary of an adviser.

The top three skills for an investment advisor include exceptional client, risk management and client relationships. The most important skills for an adviser are java, provide technical assistance, and workgroup.

Investment advisor vs adviser overview

Investment AdvisorAdviser
Yearly salary$105,377$75,787
Hourly rate$50.66$36.44
Growth rate15%10%
Number of jobs63,43811,373
Job satisfaction--
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 56%
Average age4542
Years of experience4-

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.

What does an adviser do?

An Adviser provides advice and guidance to help people make realistic choices about their education, training, and work. They can work in various locations, such as schools, colleges, and local authorities.

Investment advisor vs adviser salary

Investment advisors and advisers have different pay scales, as shown below.

Investment AdvisorAdviser
Average salary$105,377$75,787
Salary rangeBetween $60,000 And $184,000Between $42,000 And $134,000
Highest paying CityNew York, NYHartford, CT
Highest paying stateNew YorkNew Jersey
Best paying companyMcKinsey & Company IncKirkland & Ellis
Best paying industryTelecommunicationInsurance

Differences between investment advisor and adviser education

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

Investment AdvisorAdviser
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 56%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Pennsylvania

Investment advisor vs adviser demographics

Here are the differences between investment advisors' and advisers' demographics:

Investment AdvisorAdviser
Average age4542
Gender ratioMale, 72.3% Female, 27.7%Male, 55.5% Female, 44.5%
Race ratioBlack 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%Black or African American, 10.6% Unknown, 3.8% Hispanic or Latino, 14.2% Asian, 3.7% White, 67.0% American Indian and Alaska Native, 0.6%
LGBT Percentage5%11%

Differences between investment advisor and adviser duties and responsibilities

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.
  • Show more

Adviser example responsibilities.

  • Manage personal assets using equities and options with a long/short strategy.
  • Manage IEP's to document prerequisites, transfer to subsequent institutions, and financing of education costs.
  • Adhere to BSA & OFAC policies and procedures, and take part in annual BSA & OFAC training
  • Conduct legal analysis of confidential pending international corporate environmental liability litigation.
  • Assist students with the completion of the FAFSA.
  • Gather information and create PowerPoint slides for command briefings.
  • Show more

Investment advisor vs adviser skills

Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%
Common adviser skills
  • Java, 32%
  • Provide Technical Assistance, 27%
  • Workgroup, 12%
  • Outbound Calls, 4%
  • Chemistry, 3%
  • Inbound Calls, 3%

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