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Become An Investment Consultant

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Working As An Investment Consultant

  • Getting Information
  • Evaluating Information to Determine Compliance with Standards
  • Interacting With Computers
  • Making Decisions and Solving Problems
  • Establishing and Maintaining Interpersonal Relationships
  • Mostly Sitting

  • $81,560

    Average Salary

What Does An Investment Consultant Do At Bank of America

* Articulate the competitive advantage of product offerings and deliver Merrill Edge value proposition through consultative conversations
* Understand and proactively identify opportunities for additional business from existing clients
* Demonstrate a passion for driving sales and being self-motivated
* Identify referral opportunities for various internal partners
* Accountable for defined and measured goals including sales activity, client surveys, quality assurance, productivity, and driving efficiencies
* Responsible for having a broad knowledge of products and services throughout the enterprise and educating clients on Merrill Edge's capabilities
* Align with client's conversation style to drive better engagement and optimal experience
* Develop business partner relationships and maintain a high level of integrity and comply with the Guidelines for Business conduct as stated by Merrill Edge

What Does An Investment Consultant Do At Aon Corporation

* Calculate, verify and reconcile rates of return.
* Balance client portfolio statements on a monthly basis by compiling data from banks and entering information into a performance reporting system to generate rates of return.
* Prepares client quarterly investment reports and proofs prior to submission to the consultant for review.
* Maintain accurate and up-to-date historical documentation in hard copy and electronic formats.
* Create graphs and tables using Excel and other software.
* Maintain and populate databases.
* Maintain a high level of competence on all analytical systems.
* Operate with limited supervision in completing assigned responsibilities.
* Provide support for assigned project and research responsibilities as needed.
* You Bring Knowledge and Expertise

What Does An Investment Consultant Do At T. Rowe Price

* Proactive Sales and Investment Support
* Provide compelling investment reviews and presentations to varying audiences consisting of: financial advisors and their respective support staff, and some home office employed sales and distribution contacts.
* Audience size may vary from one-on-one interactions to group settings of advisors, investment analysts or sales professionals, involving investment training, sales promotions, or other advisor education materials.
* Position provides these services to the Advisory Service’s targeted firms and contacts.
* Travels independently in most situations, and must document all client interactions in CRM system.
* Relationship Management – maximize relationships with targeted financial advisors assigned.
* Support client contacts with investment-related content, sales ideas and materials to optimize TRP value to Financial Advisors and their end retail or institutional clients.
* Travel independently to well-established financial advisor offices to promote TRP offerings and support USI home office initiatives and objectives.
* Maintain all contact information in CRM system, utilizing intelligible notes to communicate client trends.
* For sales support and relationship management, Regional Investment Consultant independently constructs travel schedule to meet broad channel and team requirements and various client objectives.
* Incumbents typically spend 2
* nights per week on the road, periodically entertaining clients.
* Provide USI marketing and investment products group with concrete ideas for creation of materials and campaigns to better align with our client’s themes, focus and needs.
* Provides input to Account Managers, Account Coordinators, Advisory Sales & Service and National Sales Manager in order to maximize impact to the overall TRP client relationship.
* Provide input to formulate and refine client service requirements and overall budgets, as a direct result of intelligence gained from key contacts at our respective client firms.
* Enhanced understanding of the TRP investment strategies and investment vehicles used by client firms, with the ability to consistently increase and enhance one’s knowledge base of these and other products.
* Understanding of targeted client firms’ organizational structure, product platforms, and current events which may be utilized to enhance our client service offer

What Does An Investment Consultant Do At The Hartford

* Collaborate across key stakeholders in HMF and subadvisors to drive impactful messaging and marketing ideas
* Conduct investment reviews with existing clients, including retirement plan sponsors, investment consultants, record-keepers, RIA’s and DC focused advisors
* Maintain shared investment contacts with the sales force at retirement plan sponsors, investment consultants, record-keepers, RIA’s and DC focused advisors
* Develop and drive a focused client service effort across all segments of ASG

What Does An Investment Consultant Do At First Tennessee Bank

Development of investment policy statements for prospective clients

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How To Become An Investment Consultant

Personal financial advisors typically need a bachelor’s degree. A master’s degree and certification can improve one’s chances for advancement in the occupation.


Personal financial advisors typically need a bachelor’s degree. Although employers usually do not require personal financial advisors to have completed a specific course of study, a degree in finance, economics, accounting, business, mathematics, or law is good preparation for this occupation. Courses in investments, taxes, estate planning, and risk management are also helpful. Programs in financial planning are becoming more available in colleges and universities.


Once they are hired, personal financial advisors often enter an on-the-job training period. During this time, new advisors work under the supervision of senior advisors and learn how to perform their duties, including building a client network and developing investment portfolios. This training usually lasts for more than a year.

Licenses, Certifications, and Registrations

Personal financial advisors who directly buy or sell stocks, bonds, or insurance policies, or who provide specific investment advice, need a combination of licenses that varies with the products they sell. In addition to being required to have those licenses, advisors in smaller firms that manage clients’ investments must be registered with state regulators and those in larger firms must be registered with the Securities and Exchange Commission. Personal financial advisors who choose to sell insurance need licenses issued by state boards. Information on state licensing board requirements for registered investment advisors is available from the North American Securities Administrators Association.

Certifications can enhance a personal financial advisor’s reputation and can help bring in new clients. The Certified Financial Planner Board of Standards offers the Certified Financial Planner (CFP) certification. For this certification, advisors must have a bachelor’s degree, complete at least 3 years of relevant work experience, pass an exam, and agree to adhere to a code of ethics. The exam covers the financial planning process, insurance and risk management, employee benefits planning, taxes and retirement planning, investment and real estate planning, debt management, planning liability, emergency fund reserves, and statistical modeling.


A master’s degree in an area such as finance or business administration can improve a personal financial advisor’s chances of moving into a management position and attracting new clients.

Important Qualities

Analytical skills. In determining an investment portfolio for a client, personal financial advisors must be able to take into account a range of information, including economic trends, regulatory changes, and the client’s comfort with risky decisions.

Interpersonal skills. A major part of a personal financial advisor’s job is making clients feel comfortable. Advisors must establish trust with clients and respond well to their questions and concerns.

Math skills. Personal financial advisors should be good at mathematics because they constantly work with numbers. They determine the amount invested, how that amount has grown or decreased over time, and how a portfolio is distributed among different investments.

Sales skills. To expand their base of clients, personal financial advisors must be convincing and persistent in selling their services.

Speaking skills. Personal financial advisors interact with clients every day. They must explain complex financial concepts in understandable language.

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Investment Consultant jobs

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Investment Consultant Career Paths

Investment Consultant
Managing Director Chief Executive Officer Specialist
Account Manager
5 Yearsyrs
Business Analyst Controller Chief Finance Officer
Chief Finance And Operating Officer
14 Yearsyrs
Project Manager Construction Manager Operations Manager
Director Of Sales
10 Yearsyrs
Managing Director President/Chief Executive Officer Business Developer
Director Of Sales & Business Development
13 Yearsyrs
Branch Manager Account Executive Sales Manager
General Manager
7 Yearsyrs
Analyst Operations Analyst Investment Analyst
Investments Manager
6 Yearsyrs
Director Of Sales Director Of Sales And Marketing General Manager
Managing Director
11 Yearsyrs
Sales Consultant Sales Manager Regional Sales Manager
National Sales Manager
10 Yearsyrs
Wealth Management Advisor Business Developer Communications Manager
Portfolio Manager
7 Yearsyrs
Operations Manager General Manager Account Manager
Regional Accounts Manager
8 Yearsyrs
Operations Manager Account Executive Regional Sales Manager
Regional Sales Director
10 Yearsyrs
Branch Manager General Manager Account Executive
Regional Sales Manager
9 Yearsyrs
Regional Sales Director Director Of Sales
Sales Vice President
9 Yearsyrs
Director Of Sales Business Developer Business Development Manager
Senior Account Manager
7 Yearsyrs
Regional Sales Director Operations Manager Assistant Vice President
Senior Relationship Manager
10 Yearsyrs
Sales Consultant Senior Sales Representative Account Executive
Senior Sales Executive
9 Yearsyrs
Wealth Management Advisor Investment Advisor Assistant Vice President
Vice President & Sales Manager
9 Yearsyrs
Investments Manager Senior Manager Senior Project Manager
Vice President And Manager
10 Yearsyrs
Investments Manager Portfolio Manager Assistant Vice President
Vice President And Portfolio Manager
10 Yearsyrs
Project Manager Program Manager Business Developer
Vice President, Business Development
13 Yearsyrs
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Investment Consultant Demographics


  • Male

  • Female

  • Unknown



  • White

  • Asian

  • Hispanic or Latino

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Mandarin

  • Chinese

  • French

  • Cantonese

  • Portuguese

  • Arabic

  • Russian

  • Korean

  • Japanese

  • Hindi

  • Urdu

  • Hmong

  • Italian

  • Lithuanian

  • Somali

  • Dutch

  • German

  • Vietnamese

  • Afrikaans

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Investment Consultant

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Investment Consultant Education

Investment Consultant

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Real Investment Consultant Salaries

Job Title Company Location Start Date Salary
Senior Investment Consultant Mercer Investment Consulting Inc. New York, NY Oct 06, 2016 $255,000
Senior Investment Consultant Mercer Investment Consulting Inc. New York, NY Sep 16, 2014 $150,700 -
Investment Consultant Bailey & Glasser, LLP Washington, DC Oct 01, 2014 $150,000
Investment Consultant Bailey & Glasser, LLP Charleston, WV Sep 10, 2014 $150,000
Senior Investment Consultant Cambridge Associates, LLC Boston, MA Sep 14, 2010 $135,000 -
Senior Investment Consultant Alan D. Biller & Associates, Inc. Menlo Park, CA Oct 06, 2009 $130,000 -
Investment Consultant Cambridge Associates, LLC Boston, MA Sep 29, 2012 $110,000 -
Investment Consultant Cambridge Associates, LLC Boston, MA Jun 04, 2012 $100,000 -
Investment Consultant Cambridge Associates, LLC Boston, MA Oct 01, 2011 $100,000 -
Investment Risk Consultant Aflac Incorporated Columbus, GA Jun 07, 2010 $100,000
Investment Consultant Cambridge Associates, LLC Arlington, VA Dec 19, 2011 $100,000 -
Investment Consultant Cambridge Associates, LLC Boston, MA Dec 15, 2011 $100,000 -
GBS Investment Solutions Consultant-Investment Program T. Rowe Price Associates, Inc. Baltimore, MD May 02, 2016 $88,400 -
Senior Investment Consultant Mercer Investment Consulting, Inc. New York, NY Oct 01, 2011 $87,000 -
Quantitative Analyst/Investment Consultant Morningstar Associates, LLC Chicago, IL Nov 22, 2010 $86,507 -
Quantitative Analyst/Investment Consultant Morningstar Associates, LLC Chicago, IL Dec 01, 2010 $86,507 -
Investment Consultant Mercer Investment Consulting, Inc. New York, NY Aug 19, 2016 $69,000 -
Investment Consultant Mercer Investment Consulting Inc. Chicago, IL Sep 05, 2014 $66,300 -
Investment Consultant Daniel Choi CPA, Inc. Novi, MI Jun 22, 2011 $64,938
Senior Regional Investment Consultant II Fidelity Investments Institutional Services Compan Smithfield, RI Apr 04, 2011 $49,877 -
Investment Consultant Mercer (Us) Inc. Chicago, IL Sep 05, 2011 $48,000 -
Bilingual Investment Consultant Scottrade, Inc. Milpitas, CA Sep 02, 2016 $47,000
Bilingual Investment Consultant Scottrade, Inc. Milpitas, CA Feb 09, 2016 $47,000
Bilingual Investment Consultant Scottrade, Inc. Rowland Heights, CA Sep 19, 2015 $47,000
Bilingual Investment Consultant Scottrade, Inc. Millburn, NJ Feb 22, 2016 $45,000 -

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Top Skills for An Investment Consultant


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Top Investment Consultant Skills

  1. Asset Allocation Models
  2. Financial Goals
  3. Investment Portfolios
You can check out examples of real life uses of top skills on resumes here:
  • Consulted with customers to develop their financial goals and objectives and then determined the suitability of the investment products available.
  • Researched and helped develop new system software for client investment portfolios which automated statement generation each month.
  • Negotiated competitive funding contracts with several Private Equity Groups for client base.
  • Use specialized systems to make asset allocation recommendations and to provide income illustrations.
  • Maintain client relationships through knowledge of CRM based systems for documenting customer & sales interactions.

Top Investment Consultant Employers

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