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Investment consultant vs investment counselor

The differences between investment consultants and investment counselors 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 an investment counselor. Additionally, an investment counselor has an average salary of $120,817, which is higher than the $109,300 average annual salary of an investment consultant.

The top three skills for an investment consultant include financial services, FINRA and financial products. The most important skills for an investment counselor are client service, capital markets, and client relationships.

Investment consultant vs investment counselor overview

Investment ConsultantInvestment Counselor
Yearly salary$109,300$120,817
Hourly rate$52.55$58.09
Growth rate15%15%
Number of jobs48,11133,016
Job satisfaction--
Most common degreeBachelor's Degree, 77%Bachelor's Degree, 78%
Average age4545
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 an investment counselor do?

Investment counselors can be called financial planners. They usually work in a financial institution to communicate with clients on how to invest in an investment. An investment counselor often assesses the client's financial situation to come up with a financial plan. Sometimes, they are also responsible for conducting training and workshops for both clients and bank employees.

Investment consultant vs investment counselor salary

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

Investment ConsultantInvestment Counselor
Average salary$109,300$120,817
Salary rangeBetween $60,000 And $196,000Between $68,000 And $213,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyBailey & GlasserCiti
Best paying industryFinanceFinance

Differences between investment consultant and investment counselor education

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

Investment ConsultantInvestment Counselor
Most common degreeBachelor's Degree, 77%Bachelor's Degree, 78%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Minnesota - Twin Cities

Investment consultant vs investment counselor demographics

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

Investment ConsultantInvestment Counselor
Average age4545
Gender ratioMale, 79.7% Female, 20.3%Male, 74.0% Female, 26.0%
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, 9.4% Asian, 8.1% White, 72.5% American Indian and Alaska Native, 0.1%
LGBT Percentage5%5%

Differences between investment consultant and investment counselor 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

Investment counselor example responsibilities.

  • Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
  • Adjust sector exposure to express personal macro views, selecting single stocks within sector base on fundamental analysis and technical indicators.
  • Monitor preparation of asset/liability management report.

Investment consultant vs investment counselor skills

Common investment consultant skills
  • Financial Services, 12%
  • FINRA, 8%
  • Financial Products, 7%
  • Client Relationships, 5%
  • Investment Products, 4%
  • Client Satisfaction, 4%
Common investment counselor skills
  • Client Service, 13%
  • Capital Markets, 11%
  • Client Relationships, 10%
  • Securities, 10%
  • Wealth Management, 8%
  • Brokerage, 7%

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