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Investment advisor vs mutual fund manager

The differences between investment advisors and mutual fund 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 a mutual fund manager takes usually requires 8-10 years. Additionally, an investment advisor has an average salary of $105,377, which is higher than the $68,537 average annual salary of a mutual fund manager.

The top three skills for an investment advisor include exceptional client, risk management and client relationships. The most important skills for a mutual fund manager are financial reports, portfolio, and payroll.

Investment advisor vs mutual fund manager overview

Investment AdvisorMutual Fund Manager
Yearly salary$105,377$68,537
Hourly rate$50.66$32.95
Growth rate15%17%
Number of jobs63,4384,926
Job satisfaction--
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 71%
Average age4547
Years of experience410

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 mutual fund manager do?

A mutual fund manager implements a company's investing strategy and manages its portfolio trading activities. The responsibilities of this position include picking which assets will be purchased, managing analysts, conducting research on investment opportunities, and overseeing mutual funds or pensions. Any person interested in this position needs significant management experience, knowledge of financial markets, and a finance-related professional certification.

Investment advisor vs mutual fund manager salary

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

Investment AdvisorMutual Fund Manager
Average salary$105,377$68,537
Salary rangeBetween $60,000 And $184,000Between $34,000 And $137,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkAlaska
Best paying companyMcKinsey & Company IncUniversity of Maryland Medical System
Best paying industryTelecommunicationFinance

Differences between investment advisor and mutual fund manager education

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

Investment AdvisorMutual Fund 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 mutual fund manager demographics

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

Investment AdvisorMutual Fund Manager
Average age4547
Gender ratioMale, 72.3% Female, 27.7%Male, 55.2% Female, 44.8%
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, 7.5% Unknown, 4.7% Hispanic or Latino, 12.6% Asian, 8.9% White, 65.7% American Indian and Alaska Native, 0.7%
LGBT Percentage5%10%

Differences between investment advisor and mutual fund 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.
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Mutual fund manager example responsibilities.

  • Manage the student-run investment fund with over $720K AUM.
  • Manage investment research and support for 8 FX desk traders.
  • Manage AUM 2MM seeder fund using conservative proprietary arbitrage trading strategies on stocks and options.
  • Lead upgrade that streamline the interface for entering custom swaps, and automate the process for creating standard swaps.
  • Manage short term interest rate risk management utilizing basis swaps to modify portfolio duration.
  • Administer software to automate and standardize engineering functions using Pro/E, AutoCad and ProductView.
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Investment advisor vs mutual fund manager skills

Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%
Common mutual fund manager skills
  • Financial Reports, 13%
  • Portfolio, 13%
  • Payroll, 8%
  • Oversight, 8%
  • Financial Analysis, 7%
  • GAAP, 4%

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