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Investment advisor vs finance management analyst

The differences between investment advisors and finance management analysts can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both an investment advisor and a finance management analyst. Additionally, an investment advisor has an average salary of $105,377, which is higher than the $71,934 average annual salary of a finance management analyst.

The top three skills for an investment advisor include exceptional client, risk management and client relationships. The most important skills for a finance management analyst are financial management, financial issues, and management reports.

Investment advisor vs finance management analyst overview

Investment AdvisorFinance Management Analyst
Yearly salary$105,377$71,934
Hourly rate$50.66$34.58
Growth rate15%11%
Number of jobs63,438184,284
Job satisfaction--
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 72%
Average age4544
Years of experience44

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 a finance management analyst do?

A finance management analyst specializes in performing extensive research and analysis to devise strategies that can help a company achieve its long-term financial goals. Their responsibilities typically revolve around having an in-depth understanding of the company and its services, gathering and reviewing its financial history and other portfolios, and determining investment opportunities to earn a significant profit. Furthermore, a finance management analyst must report their findings and present action plans, providing a comprehensive explanation to officials, all while adhering to the company's policies and regulations.

Investment advisor vs finance management analyst salary

Investment advisors and finance management analysts have different pay scales, as shown below.

Investment AdvisorFinance Management Analyst
Average salary$105,377$71,934
Salary rangeBetween $60,000 And $184,000Between $49,000 And $104,000
Highest paying CityNew York, NYWashington, DC
Highest paying stateNew YorkNew York
Best paying companyMcKinsey & Company IncApple
Best paying industryTelecommunicationGovernment

Differences between investment advisor and finance management analyst education

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

Investment AdvisorFinance Management Analyst
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 72%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesNorthwestern University

Investment advisor vs finance management analyst demographics

Here are the differences between investment advisors' and finance management analysts' demographics:

Investment AdvisorFinance Management Analyst
Average age4544
Gender ratioMale, 72.3% Female, 27.7%Male, 54.2% Female, 45.8%
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, 7.6% Unknown, 4.5% Hispanic or Latino, 8.6% Asian, 14.3% White, 64.8% American Indian and Alaska Native, 0.2%
LGBT Percentage5%12%

Differences between investment advisor and finance management analyst 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

Finance management analyst example responsibilities.

  • Investigate and manage accounting reconciliations or discrepancies, including auditing and verifying daily transactions with cash balances for correlations and accuracy.
  • Review DTS authorizations for every traveler belonging to AEC.
  • Communicate daily with the accounting department to derive amounts and invoice numbers for DOD and non DOD customers.
  • Serve as the primary GFEBS user for the LRC and act as the coordinator for training and access to GFEBS.
  • Calculate salaries in preparation to cost transfer in GFEBS to the correct cost centers/ WBS elements (cost collectors).
  • Maintain accounting practices for the ambulatory surgery center in QuickBooks.
  • Show more

Investment advisor vs finance management analyst skills

Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%
Common finance management analyst skills
  • Financial Management, 13%
  • Financial Issues, 10%
  • Management Reports, 9%
  • Financial Policies, 9%
  • DOD, 9%
  • Budget Estimates, 8%

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