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Investment advisor vs personal investment adviser

The differences between investment advisors and personal investment advisers 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 personal investment adviser. Additionally, a personal investment adviser has an average salary of $119,629, 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 a personal investment adviser are customer service, loan applications, and inbound calls.

Investment advisor vs personal investment adviser overview

Investment AdvisorPersonal Investment Adviser
Yearly salary$105,377$119,629
Hourly rate$50.66$57.51
Growth rate15%15%
Number of jobs63,43829,147
Job satisfaction--
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 65%
Average age4545
Years of experience44

Investment advisor vs personal investment adviser salary

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

Investment AdvisorPersonal Investment Adviser
Average salary$105,377$119,629
Salary rangeBetween $60,000 And $184,000Between $74,000 And $192,000
Highest paying CityNew York, NY-
Highest paying stateNew York-
Best paying companyMcKinsey & Company Inc-
Best paying industryTelecommunication-

Differences between investment advisor and personal investment adviser education

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

Investment AdvisorPersonal Investment Adviser
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 65%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Minnesota - Twin Cities

Investment advisor vs personal investment adviser demographics

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

Investment AdvisorPersonal Investment Adviser
Average age4545
Gender ratioMale, 72.3% Female, 27.7%Male, 48.5% Female, 51.5%
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, 5.6% Unknown, 4.4% Hispanic or Latino, 9.5% Asian, 8.3% White, 72.1% American Indian and Alaska Native, 0.1%
LGBT Percentage5%5%

Differences between investment advisor and personal investment 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

Personal investment adviser example responsibilities.

  • Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
  • Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
  • Assist in planning and implementation of logistics automation initiatives relate to vehicle fleet management and repair parts management.

Investment advisor vs personal investment adviser skills

Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%
Common personal investment adviser skills
  • Customer Service, 33%
  • Loan Applications, 29%
  • Inbound Calls, 7%
  • Product Knowledge, 4%
  • Outbound Calls, 4%
  • Guest Service, 3%

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