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Investment advisor vs agent

The differences between investment advisors and agents 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 $37,864 average annual salary of an agent.

The top three skills for an investment advisor include exceptional client, risk management and client relationships. The most important skills for an agent are insurance products, customer service, and life insurance.

Investment advisor vs agent overview

Investment AdvisorAgent
Yearly salary$105,377$37,864
Hourly rate$50.66$18.20
Growth rate15%6%
Number of jobs63,438184,325
Job satisfaction-2
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 44%
Average age4546
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 agent do?

Agents are individuals who are employed by their clients to represent them in various dealings. Agents are usually employed by people in the show business industry, such as actors, writers, or directors. They meet people who are interested in dealing with their clients. They listen to the plans and vision for the project and assess if the project fits their clients' interests or public image. In the case of agents whose clients are actors, they send their clients to auditions upon review of the project details. Agents are also responsible for negotiating terms on behalf of their clients, such as salary, royalties, and set benefits, among others. They also inform the project leaders of their clients' demands on set. Agents are expected to be business-savvy and good negotiators.

Investment advisor vs agent salary

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

Investment AdvisorAgent
Average salary$105,377$37,864
Salary rangeBetween $60,000 And $184,000Between $19,000 And $72,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyMcKinsey & Company IncLatham & Watkins
Best paying industryTelecommunication-

Differences between investment advisor and agent education

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

Investment AdvisorAgent
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 44%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Pennsylvania

Investment advisor vs agent demographics

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

Investment AdvisorAgent
Average age4546
Gender ratioMale, 72.3% Female, 27.7%Male, 50.5% Female, 49.5%
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, 9.2% Unknown, 3.6% Hispanic or Latino, 15.8% Asian, 4.9% White, 66.4% American Indian and Alaska Native, 0.1%
LGBT Percentage5%7%

Differences between investment advisor and agent 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

Agent example responsibilities.

  • Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
  • Verify documentation and coding using CPT and ICD-9 correct coding standards.
  • Assist TANF customers with obtaining employment.
  • Direct compliance with all CPT and Medicare guidelines.
  • Train BDC representatives on phone skills and CRM use.
  • Bill appropriate ICD-9 codes to the correct insurance companies.
  • Show more

Investment advisor vs agent skills

Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%
Common agent skills
  • Insurance Products, 11%
  • Customer Service, 10%
  • Life Insurance, 8%
  • HR, 6%
  • Inbound Calls, 6%
  • Financial Services, 6%

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