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Investment consultant vs personal investment adviser

The differences between investment consultants and personal investment advisers 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 personal investment adviser. Additionally, a personal investment adviser has an average salary of $119,629, 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 a personal investment adviser are customer service, loan applications, and inbound calls.

Investment consultant vs personal investment adviser overview

Investment ConsultantPersonal Investment Adviser
Yearly salary$109,300$119,629
Hourly rate$52.55$57.51
Growth rate15%15%
Number of jobs48,11129,147
Job satisfaction--
Most common degreeBachelor's Degree, 77%Bachelor's Degree, 65%
Average age4545
Years of experience44

Investment consultant vs personal investment adviser salary

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

Investment ConsultantPersonal Investment Adviser
Average salary$109,300$119,629
Salary rangeBetween $60,000 And $196,000Between $74,000 And $192,000
Highest paying CityNew York, NY-
Highest paying stateNew York-
Best paying companyBailey & Glasser-
Best paying industryFinance-

Differences between investment consultant and personal investment adviser education

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

Investment ConsultantPersonal Investment Adviser
Most common degreeBachelor's Degree, 77%Bachelor's Degree, 65%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Minnesota - Twin Cities

Investment consultant vs personal investment adviser demographics

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

Investment ConsultantPersonal Investment Adviser
Average age4545
Gender ratioMale, 79.7% Female, 20.3%Male, 48.5% Female, 51.5%
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 personal investment adviser 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

Personal investment adviser example responsibilities.

  • Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
  • Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
  • Assist in planning and implementation of logistics automation initiatives relate to vehicle fleet management and repair parts management.

Investment consultant vs personal investment adviser skills

Common investment consultant skills
  • Financial Services, 12%
  • FINRA, 8%
  • Financial Products, 7%
  • Client Relationships, 5%
  • Investment Products, 4%
  • Client Satisfaction, 4%
Common personal investment adviser skills
  • Customer Service, 33%
  • Loan Applications, 29%
  • Inbound Calls, 7%
  • Product Knowledge, 4%
  • Outbound Calls, 4%
  • Guest Service, 3%

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