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Investment banker vs investment advisor

The differences between investment bankers and investment 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 an investment advisor. Additionally, an investment banker has an average salary of $162,715, which is higher than the $105,377 average annual salary of an investment advisor.

The top three skills for an investment banker include financial services, discounted cash flow and capital markets. The most important skills for an investment advisor are exceptional client, risk management, and client relationships.

Investment banker vs investment advisor overview

Investment BankerInvestment Advisor
Yearly salary$162,715$105,377
Hourly rate$78.23$50.66
Growth rate10%15%
Number of jobs28,46063,438
Job satisfaction--
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 76%
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 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.

Investment banker vs investment advisor salary

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

Investment BankerInvestment Advisor
Average salary$162,715$105,377
Salary rangeBetween $95,000 And $276,000Between $60,000 And $184,000
Highest paying CityBoston, MANew York, NY
Highest paying stateAlaskaNew York
Best paying companyCitiMcKinsey & Company Inc
Best paying industryReal EstateTelecommunication

Differences between investment banker and investment advisor education

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

Investment BankerInvestment Advisor
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 76%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Investment banker vs investment advisor demographics

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

Investment BankerInvestment 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, 9.4% Asian, 8.2% White, 72.3% American Indian and Alaska Native, 0.1%
LGBT Percentage6%5%

Differences between investment banker and investment 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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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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Investment banker vs investment 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 investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%