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Working as an Investment Consultant

Investment consultants are responsible for providing investors with the best financial advice. They work with clients to identify their unique investment goals and formulate investment strategies based on client goals. They also suggest investment products based on client needs. Investment consultants earn a median sum of $79,000 annually or $38 per hour.

Investment consultants are primarily tasked with providing sound financial guidance to clients and providing updates on investment performance and issues related to tax compliance. They also issue client documents relating to investment vehicles and products as well as building useful client and financial services networks to support business goals. Investment consultants need to possess outstanding interpersonal, sales, and speaking skills to succeed in the field.

Investment consultants typically hold a bachelor's degree in finance, accounting, economics, or other related disciplines. They have some years of experience in a finance position and expertise in tax financial regulations law. Some employers prefer candidates with license by the financial industry regulatory authority (FINRA).

There is more than meets the eye when it comes to being an investment consultant. For example, did you know that they make an average of $38.2 an hour? That's $79,449 a year!

Between 2018 and 2028, the career is expected to grow 7% and produce 19,100 job opportunities across the U.S.

What Does an Investment Consultant Do

There are certain skills that many investment consultants have in order to accomplish their responsibilities. By taking a look through resumes, we were able to narrow down the most common skills for a person in this position. We discovered that a lot of resumes listed interpersonal skills, sales skills and speaking skills.

When it comes to the most important skills required to be an investment consultant, we found that a lot of resumes listed 10.2% of investment consultants included investment products, while 9.4% of resumes included financial services, and 7.6% of resumes included financial goals. Hard skills like these are helpful to have when it comes to performing essential job responsibilities.

When it comes to searching for a job, many search for a key term or phrase. Instead, it might be more helpful to search by industry, as you might be missing jobs that you never thought about in industries that you didn't even think offered positions related to the investment consultant job title. But what industry to start with? Most investment consultants actually find jobs in the finance and professional industries.

How To Become an Investment Consultant

If you're interested in becoming an investment consultant, one of the first things to consider is how much education you need. We've determined that 56.1% of investment consultants have a bachelor's degree. In terms of higher education levels, we found that 30.5% of investment consultants have master's degrees. Even though most investment consultants have a college degree, it's possible to become one with only a high school degree or GED.

Choosing the right major is always an important step when researching how to become an investment consultant. When we researched the most common majors for an investment consultant, we found that they most commonly earn bachelor's degree degrees or master's degree degrees. Other degrees that we often see on investment consultant resumes include associate degree degrees or doctoral degree degrees.

You may find that experience in other jobs will help you become an investment consultant. In fact, many investment consultant jobs require experience in a role such as finance advisor. Meanwhile, many investment consultants also have previous career experience in roles such as internship or finance consultant.

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Average Salary$79,449
Job Growth Rate7%

Investment Consultant Career Paths

Top Careers Before Investment Consultant

Top Careers After Investment Consultant

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Average Salary for an Investment Consultant

Investment Consultants in America make an average salary of $79,449 per year or $38 per hour. The top 10 percent makes over $148,000 per year, while the bottom 10 percent under $42,000 per year.
Average Salary
$79,449

Best Paying Cities

City
Average Salary
New York, NY
Salary Range77k - 167k$114k$113,737
Seattle, WA
Salary Range63k - 142k$95k$95,175
Washington, DC
Salary Range63k - 136k$93k$93,250
Atlanta, GA
Salary Range59k - 133k$89k$89,104
Boston, MA
Salary Range59k - 128k$88k$87,720
Salem, NH
Salary Range58k - 125k$86k$85,819
$32k
$167k

Recently Added Salaries

Job TitleCompanyCompanyStart DateSalary
Investment Consultant
Investment Consultant
Randstad
Randstad
12/03/2020
12/03/2020
$52,17512/03/2020
$52,175
Investment Consultant
Investment Consultant
Leafhouse Financial
Leafhouse Financial
12/31/2019
12/31/2019
$55,00012/31/2019
$55,000
Investment Consultant
Investment Consultant
Leafhouse Financial
Leafhouse Financial
11/29/2019
11/29/2019
$55,00011/29/2019
$55,000
Senior Investment Consultant I
Senior Investment Consultant I
Mercer Investments, LLC
Mercer Investments, LLC
06/05/2019
06/05/2019
$97,50006/05/2019
$97,500
Senior Investment Consultant I
Senior Investment Consultant I
Mercer Investments, LLC
Mercer Investments, LLC
05/23/2019
05/23/2019
$109,48005/23/2019
$109,480
See More Recent Salaries

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Investment Consultant Resumes

Designing and figuring out what to include on your resume can be tough, not to mention time-consuming. That's why we put together a guide that is designed to help you craft the perfect resume for becoming an Investment Consultant. If you're needing extra inspiration, take a look through our selection of templates that are specific to your job.

Learn How To Write an Investment Consultant Resume

At Zippia, we went through countless Investment Consultant resumes and compiled some information about how best to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

View Detailed Information

Investment Consultant Demographics

Gender

male

71.6 %

female

19.7 %

unknown

8.8 %

Ethnicity

White

76.3 %

Asian

8.3 %

Hispanic or Latino

8.0 %

Foreign Languages Spoken

Spanish

28.4 %

French

14.2 %

Mandarin

13.5 %
See More Demographics

Investment Consultant Education

Majors

Finance
31.5 %
Business
28.4 %

Degrees

Bachelors

56.1 %

Masters

30.5 %

Certificate

4.0 %

Top Colleges for Investment Consultants

1. University of Minnesota - Twin Cities

Minneapolis, MN • Public

In-State Tuition
$14,760
Enrollment
31,451

2. Howard University

Washington, DC • Private

In-State Tuition
$26,756
Enrollment
6,166

3. University of Pennsylvania

Philadelphia, PA • Private

In-State Tuition
$55,584
Enrollment
10,764

4. Northwestern University

Evanston, IL • Private

In-State Tuition
$54,568
Enrollment
8,451

5. Pennsylvania State University

University Park, PA • Public

In-State Tuition
$18,454
Enrollment
40,108

6. University of Nebraska - Lincoln

Lincoln, NE • Public

In-State Tuition
$9,242
Enrollment
20,592

7. University of Southern California

Los Angeles, CA • Private

In-State Tuition
$56,225
Enrollment
19,548

8. SUNY at Binghamton

Vestal, NY • Public

In-State Tuition
$9,808
Enrollment
13,990

9. Villanova University

Villanova, PA • Private

In-State Tuition
$53,308
Enrollment
6,819

10. San Diego State University

San Diego, CA • Public

In-State Tuition
$7,488
Enrollment
30,018
See More Education Info
Job type you want
Full Time
Part Time
Internship
Temporary

Top Skills For an Investment Consultant

The skills section on your resume can be almost as important as the experience section, so you want it to be an accurate portrayal of what you can do. Luckily, we've found all of the skills you'll need so even if you don't have these skills yet, you know what you need to work on. Out of all the resumes we looked through, 10.2% of investment consultants listed investment products on their resume, but soft skills such as interpersonal skills and sales skills are important as well.

Best States For an Investment Consultant

Some places are better than others when it comes to starting a career as an investment consultant. The best states for people in this position are New York, Maine, Washington, and Indiana. Investment consultants make the most in New York with an average salary of $109,189. Whereas in Maine and Washington, they would average $93,937 and $91,979, respectively. While investment consultants would only make an average of $89,324 in Indiana, you would still make more there than in the rest of the country. We determined these as the best states based on job availability and pay. By finding the median salary, cost of living, and using the Bureau of Labor Statistics' Location Quotient, we narrowed down our list of states to these four.

1. New York

Total Investment Consultant Jobs:
462
Highest 10% Earn:
$199,000
Location Quotient:
1.3
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here

2. Indiana

Total Investment Consultant Jobs:
143
Highest 10% Earn:
$167,000
Location Quotient:
1.07
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here

3. District of Columbia

Total Investment Consultant Jobs:
73
Highest 10% Earn:
$173,000
Location Quotient:
1.37
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here
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Top Investment Consultant Employers

1. TD Ameritrade
4.8
Avg. Salary: 
$114,662
Investment Consultants Hired: 
281+
2. Fidelity Investments
4.8
Avg. Salary: 
$143,492
Investment Consultants Hired: 
121+
3. Wells Fargo
4.7
Avg. Salary: 
$96,652
Investment Consultants Hired: 
69+
4. Charles Schwab
4.8
Avg. Salary: 
$96,668
Investment Consultants Hired: 
53+
5. The Vanguard Group
4.7
Avg. Salary: 
$134,890
Investment Consultants Hired: 
52+
6. SunTrust Banks
4.8
Avg. Salary: 
$96,662
Investment Consultants Hired: 
29+

Investment Consultant Videos

Updated October 2, 2020