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Investment consultant vs bank advisor

The differences between investment consultants and bank 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 consultant and a bank advisor. Additionally, an investment consultant has an average salary of $109,300, which is higher than the $90,014 average annual salary of a bank advisor.

The top three skills for an investment consultant include financial services, FINRA and financial products. The most important skills for a bank advisor are financial services, CRM, and client relationships.

Investment consultant vs bank advisor overview

Investment ConsultantBank Advisor
Yearly salary$109,300$90,014
Hourly rate$52.55$43.28
Growth rate15%15%
Number of jobs48,11149,437
Job satisfaction--
Most common degreeBachelor's Degree, 77%Bachelor's Degree, 64%
Average age4545
Years of experience44

Investment consultant vs bank advisor salary

Investment consultants and bank advisors have different pay scales, as shown below.

Investment ConsultantBank Advisor
Average salary$109,300$90,014
Salary rangeBetween $60,000 And $196,000Between $56,000 And $143,000
Highest paying CityNew York, NY-
Highest paying stateNew York-
Best paying companyBailey & Glasser-
Best paying industryFinance-

Differences between investment consultant and bank advisor education

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

Investment ConsultantBank Advisor
Most common degreeBachelor's Degree, 77%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Pennsylvania

Investment consultant vs bank advisor demographics

Here are the differences between investment consultants' and bank advisors' demographics:

Investment ConsultantBank Advisor
Average age4545
Gender ratioMale, 79.7% Female, 20.3%Male, 61.3% Female, 38.7%
Race ratioBlack or African American, 5.7% Unknown, 4.4% Hispanic or Latino, 9.5% Asian, 8.4% White, 71.9% 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 consultant and bank advisor duties and responsibilities

Investment consultant example responsibilities.

  • Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
  • Research securities to determine value by analyzing financial statements, corporate filings and earnings reports
  • Preform timely and accurate securities operational support functions, trade processing, settlement reporting.
  • Adjust sector exposure to express personal macro views, selecting single stocks within sector base on fundamental analysis and technical indicators.
  • Advance knowledge of annuities and interest rates.
  • Team leader for license bank employees in the selling of tax-defer annuities.
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Bank advisor example responsibilities.

  • Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services.
  • Carry out excellent profiling, cross-selling of all products, and explaining benefits to each client.
  • Utilize cross-selling techniques to sell the best product for each customer's needs.
  • Support banking and lending activity through leveraging securities to provide lending solutions for high net worth clients.
  • Analyze clients' securities portfolios to ensure diversification and margin ability for credit line/loan approval.
  • Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services.
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Investment consultant vs bank advisor skills

Common investment consultant skills
  • Financial Services, 12%
  • FINRA, 8%
  • Financial Products, 7%
  • Client Relationships, 5%
  • Investment Products, 4%
  • Client Satisfaction, 4%
Common bank advisor skills
  • Financial Services, 21%
  • CRM, 14%
  • Client Relationships, 13%
  • Cross-Selling, 6%
  • Financial Solutions, 5%
  • Bank Products, 4%

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