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Investment consultant vs consultant

The differences between investment consultants and consultants 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 consultant. Additionally, an investment consultant has an average salary of $109,300, which is higher than the $78,912 average annual salary of a consultant.

The top three skills for an investment consultant include financial services, FINRA and financial products. The most important skills for a consultant are customer service, strong analytical, and project management.

Investment consultant vs consultant overview

Investment ConsultantConsultant
Yearly salary$109,300$78,912
Hourly rate$52.55$37.94
Growth rate15%11%
Number of jobs48,111171,733
Job satisfaction-4
Most common degreeBachelor's Degree, 77%Bachelor's Degree, 64%
Average age4544
Years of experience44

What does an investment consultant do?

An investment consultant is an individual who gives investment products, planning, and/or advice to investors. Investment consultants formulate investment strategies to help clients fulfill their necessities and realize their financial objectives. They create internal research documents that outline real estate investment opportunities and private equity. It is also part of their job to review strategies of asset management that recognize estate and income tax needs.

What does a consultant do?

Consultants are individuals who were tapped by a company or an organization to work on a specific activity, depending on their field of expertise. They act as guides for the organization in undertaking projects that are related to their field. Consultants would usually assist organizations in planning, often giving advice when the need arises. They would, at times, take the lead in activities that involve data gathering and interpretation of data gathering results so that they can provide solid recommendations on actions that the organization may undertake. They may also guide the organization in implementing any changes brought about by their consultancy and in evaluating the effectiveness of the changes.

Investment consultant vs consultant salary

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

Investment ConsultantConsultant
Average salary$109,300$78,912
Salary rangeBetween $60,000 And $196,000Between $58,000 And $107,000
Highest paying CityNew York, NYWashington, DC
Highest paying stateNew YorkNew Jersey
Best paying companyBailey & GlasserL.E.K. Consulting
Best paying industryFinanceTechnology

Differences between investment consultant and consultant education

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

Investment ConsultantConsultant
Most common degreeBachelor's Degree, 77%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesNorthwestern University

Investment consultant vs consultant demographics

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

Investment ConsultantConsultant
Average age4544
Gender ratioMale, 79.7% Female, 20.3%Male, 58.4% Female, 41.6%
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, 7.8% Unknown, 4.5% Hispanic or Latino, 8.7% Asian, 13.8% White, 65.0% American Indian and Alaska Native, 0.2%
LGBT Percentage5%12%

Differences between investment consultant and consultant 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.
  • Show more

Consultant example responsibilities.

  • Lead IIS tuning to get the maximum through put.
  • Manage daily data operations and customer support for SaaS web application products in Linux.
  • Manage several contractors in the development and coding of DB2 interface programs, as well as modification of the package software.
  • Manage operational incidents and changes to consistently meet SLA compliance
  • Introduce Jenkins to help automate manual deployments to multiple environments.
  • Design and code windows service to automate NRA applications email distribution.
  • Show more

Investment consultant vs consultant skills

Common investment consultant skills
  • Financial Services, 12%
  • FINRA, 8%
  • Financial Products, 7%
  • Client Relationships, 5%
  • Investment Products, 4%
  • Client Satisfaction, 4%
Common consultant skills
  • Customer Service, 10%
  • Strong Analytical, 7%
  • Project Management, 6%
  • C++, 5%
  • C #, 5%
  • Java, 5%

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