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Investment advisor vs investments manager

The differences between investment advisors and investments managers can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 2-4 years to become an investment advisor, becoming an investments manager takes usually requires 6-8 years. Additionally, an investments manager has an average salary of $116,102, which is higher than the $105,377 average annual salary of an investment advisor.

The top three skills for an investment advisor include exceptional client, risk management and client relationships. The most important skills for an investments manager are private equity, due diligence, and real estate.

Investment advisor vs investments manager overview

Investment AdvisorInvestments Manager
Yearly salary$105,377$116,102
Hourly rate$50.66$55.82
Growth rate15%17%
Number of jobs63,43842,946
Job satisfaction--
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 71%
Average age4546
Years of experience48

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 investments manager do?

The job of investment managers or fund managers is to help clients grow their money and achieve their financial and personal goals in life. Investment managers have a variety of responsibilities that often include handling all activities associated with managing client portfolios, monitoring performance measurement and transaction settlement, and determining the best strategy for investments. Also, you will be responsible for providing advice on investments and handling investments and investor decisions with discretion. As an investment manager, you are also expected to offer recommendations about investments.

Investment advisor vs investments manager salary

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

Investment AdvisorInvestments Manager
Average salary$105,377$116,102
Salary rangeBetween $60,000 And $184,000Between $68,000 And $198,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkAlaska
Best paying companyMcKinsey & Company IncNetflix
Best paying industryTelecommunicationFinance

Differences between investment advisor and investments manager education

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

Investment AdvisorInvestments Manager
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 71%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Pennsylvania

Investment advisor vs investments manager demographics

Here are the differences between investment advisors' and investments managers' demographics:

Investment AdvisorInvestments Manager
Average age4546
Gender ratioMale, 72.3% Female, 27.7%Male, 65.5% Female, 34.5%
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, 7.5% Unknown, 4.1% Hispanic or Latino, 14.2% Asian, 10.0% White, 63.9% American Indian and Alaska Native, 0.3%
LGBT Percentage5%11%

Differences between investment advisor and investments manager 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

Investments manager example responsibilities.

  • Prepare quarterly IR reports for the board of directors, manage annual shareholder meetings and the annual report development process.
  • Develop a highly skil treasury and financial management team to achieve establish objectives.
  • Deliver and fund loans sell to FNMA and FHLMC as well as assisted in the secondary contract pipeline management.
  • Organize investor events, such as analyst days and NASDAQ opening bell ceremonies.
  • Provide support for investor relations activities, including phone calls and maintaining relationships with NASDAQ and analysts.
  • Adhere to FHLMC and specific servicing guidelines and regulations for daily and monthly remittance reporting utilizing MIDANET software.
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Investment advisor vs investments manager skills

Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%
Common investments manager skills
  • Private Equity, 6%
  • Due Diligence, 6%
  • Real Estate, 5%
  • Investor Relations, 5%
  • Financial Statements, 5%
  • Asset Management, 4%

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