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Investment banker vs finance advisor

The differences between investment bankers and finance advisors 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 banker and a finance advisor. Additionally, an investment banker has an average salary of $162,715, which is higher than the $64,993 average annual salary of a finance advisor.

The top three skills for an investment banker include financial services, discounted cash flow and capital markets. The most important skills for a finance advisor are team support, wealth management, and securities.

Investment banker vs finance advisor overview

Investment BankerFinance Advisor
Yearly salary$162,715$64,993
Hourly rate$78.23$31.25
Growth rate10%15%
Number of jobs28,460106,311
Job satisfaction--
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 74%
Average age4345
Years of experience44

What does an investment banker do?

An investment banker is responsible for selling and issuing securities and financial assets to the stock markets to generate money and raise capital for organizations and financial institutions. Investment bankers also work with private clients to advise them of investment options and financial transactions according to the market's condition and clients' interests. They handle the clients' investment portfolios and create propositions for acquisitions and company mergers. An investment banker must have excellent knowledge of the financial and stock industry, as well as having excellent analytical skills to review statistical data and determine the best financial strategies.

What does a finance advisor do?

A Financial Advisor specializes in sharing their expertise with an individual or company on how to handle and boost finances. The responsibilities of a Financial Advisor include creating and proposing a strategy to attain financial gains through profits and investments, educating the client about new methods and opportunities, monitor and evaluate progress, and as well as plan policies according to the clients' life changes. Furthermore, it is also the duty of the Financial Advisor to research new investments that would be of great help to the client's assets.

Investment banker vs finance advisor salary

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

Investment BankerFinance Advisor
Average salary$162,715$64,993
Salary rangeBetween $95,000 And $276,000Between $34,000 And $121,000
Highest paying CityBoston, MANew York, NY
Highest paying stateAlaskaNew York
Best paying companyCitiEnbridge
Best paying industryReal EstateFinance

Differences between investment banker and finance advisor education

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

Investment BankerFinance Advisor
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 74%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Investment banker vs finance advisor demographics

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

Investment BankerFinance Advisor
Average age4345
Gender ratioMale, 76.2% Female, 23.8%Male, 72.3% Female, 27.7%
Race ratioBlack or African American, 5.5% Unknown, 4.1% Hispanic or Latino, 11.5% Asian, 12.4% White, 66.2% American Indian and Alaska Native, 0.2%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 Percentage6%5%

Differences between investment banker and finance advisor duties and responsibilities

Investment banker example responsibilities.

  • Utilize Bloomberg system and company proprietary research to actively monitor portfolios and manage trading activities to achieve customers' goals.
  • Provide service for existing brokerage accounts, manage accounts, annuities, and securities-base lines of credit.
  • Attain NMLS identification number for mortgage origination.
  • Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
  • Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
  • Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
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Finance advisor example responsibilities.

  • Manage all budget and forecast submissions into Hyperion.
  • Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
  • Structure and manage investment portfolios using a range of financial instruments, including equity securities and fix income instruments.
  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Research eligibility and status of all Medicare and Medicaid patients.
  • Perform portfolio analysis using MorningStar workstation and complete cost basis research project.
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Investment banker vs finance advisor skills

Common investment banker skills
  • Financial Services, 6%
  • Discounted Cash Flow, 6%
  • Capital Markets, 6%
  • Financial Statements, 6%
  • Client Relationships, 4%
  • Securities, 4%
Common finance advisor skills
  • Team Support, 7%
  • Wealth Management, 7%
  • Securities, 6%
  • Strong Computer, 6%
  • Financial Services, 6%
  • Client Facing, 5%