What is an Investment Counselor

Most people are confused and struggling to manage their money. Investment counselors play an important role here. These professionals' roles include helping investors make fair investment choices depending on their current economic situation such that costs are kept at the minimum level, and all investments are appropriately distributed.

Investment counselors guarantee that the amount of profitable shares satisfies the expectations of qualified clients and the revenue needs of the bank. They identify the needs of the consumer and perform retail purchases on schedule. They are also in charge of handling investment commodity preparation sessions or workshops for investors and bank employees.

The prospective applicant should have completed a four-year college degree or some other comparable combination of experience in the related sector. However, there are some employers that prefer candidates with a certificate. A master's degree in business management will definitely have an advantage over the less skilled applicants, and applicants with prior job experience in a similar position would have more benefit.

There is more than meets the eye when it comes to being an Investment Counselor. For example, did you know that they make an average of $53.31 an hour? That's $110,894 a year!

Between 2018 and 2028, the career is expected to grow 7% and produce 19,100 job opportunities across the U.S.

What Does an Investment Counselor Do

There are certain skills that many Investment Counselors have in order to accomplish their responsibilities. By taking a look through resumes, we were able to narrow down the most common skills for a person in this position. We discovered that a lot of resumes listed Interpersonal skills, Sales skills and Speaking skills.

Learn more about what an Investment Counselor does

How To Become an Investment Counselor

If you're interested in becoming an Investment Counselor, one of the first things to consider is how much education you need. We've determined that 77.5% of Investment Counselors have a bachelor's degree. In terms of higher education levels, we found that 11.8% of Investment Counselors have master's degrees. Even though most Investment Counselors have a college degree, it's impossible to become one with only a high school degree or GED.

Choosing the right major is always an important step when researching how to become an Investment Counselor. When we researched the most common majors for an Investment Counselor, we found that they most commonly earn Bachelor's Degree degrees or Master's Degree degrees. Other degrees that we often see on Investment Counselor resumes include Associate Degree degrees or Diploma degrees.

You may find that experience in other jobs will help you become an Investment Counselor. In fact, many Investment Counselor jobs require experience in a role such as Finance Advisor. Meanwhile, many Investment Counselors also have previous career experience in roles such as Account Executive or Vice President.

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Average Salary
$110,894
Average Salary
Job Growth Rate
7%
Job Growth Rate
Job Openings
49,719
Job Openings
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Investment Counselor Career Paths

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Average Salary for an Investment Counselor

Investment Counselors in America make an average salary of $110,894 per year or $53 per hour. The top 10 percent makes over $232,000 per year, while the bottom 10 percent under $52,000 per year.
Average Salary
$110,894
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Investment Counselor Demographics

Investment Counselor Gender Statistics

male

69.4 %

female

24.2 %

unknown

6.4 %

Investment Counselor Ethnicity Statistics

White

76.9 %

Asian

8.4 %

Hispanic or Latino

7.5 %

Investment Counselor Foreign Languages Spoken Statistics

Spanish

40.9 %

Chinese

13.6 %

Portuguese

9.1 %
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Investment Counselor Education

Investment Counselor Majors

27.2 %
18.1 %

Investment Counselor Degrees

Bachelors

77.5 %

Masters

11.8 %

Associate

6.4 %

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None
High School / GED
Associate
Bachelor's
Master's
Doctorate

Top Colleges for Investment Counselors

1. University of Minnesota - Twin Cities

Minneapolis, MN • Private

In-State Tuition
$14,760
Enrollment
31,451

2. Howard University

Washington, DC • Private

In-State Tuition
$26,756
Enrollment
6,166

3. University of Pennsylvania

Philadelphia, PA • Private

In-State Tuition
$55,584
Enrollment
10,764

4. Northwestern University

Evanston, IL • Private

In-State Tuition
$54,568
Enrollment
8,451

5. Pennsylvania State University

University Park, PA • Private

In-State Tuition
$18,454
Enrollment
40,108

6. University of Nebraska - Lincoln

Lincoln, NE • Private

In-State Tuition
$9,242
Enrollment
20,592

7. University of Southern California

Los Angeles, CA • Private

In-State Tuition
$56,225
Enrollment
19,548

8. SUNY at Binghamton

Vestal, NY • Private

In-State Tuition
$9,808
Enrollment
13,990

9. Villanova University

Villanova, PA • Private

In-State Tuition
$53,308
Enrollment
6,819

10. San Diego State University

San Diego, CA • Private

In-State Tuition
$7,488
Enrollment
30,018
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Top Skills For an Investment Counselor

The skills section on your resume can be almost as important as the experience section, so you want it to be an accurate portrayal of what you can do. Luckily, we've found all of the skills you'll need so even if you don't have these skills yet, you know what you need to work on. Out of all the resumes we looked through, 10.8% of Investment Counselors listed Client Service on their resume, but soft skills such as Interpersonal skills and Sales skills are important as well.

12 Investment Counselor RESUME EXAMPLES

Best States For an Investment Counselor

Some places are better than others when it comes to starting a career as an Investment Counselor. The best states for people in this position are Maine, New York, Washington, and California. Investment Counselors make the most in Maine with an average salary of $127,331. Whereas in New York and Washington, they would average $124,979 and $118,708, respectively. While Investment Counselors would only make an average of $117,514 in California, you would still make more there than in the rest of the country. We determined these as the best states based on job availability and pay. By finding the median salary, cost of living, and using the Bureau of Labor Statistics' Location Quotient, we narrowed down our list of states to these four.

1. New York

Total Investment Counselor Jobs:
1,347
Highest 10% Earn:
$217,000
Location Quotient:
2.19
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here

2. Maine

Total Investment Counselor Jobs:
68
Highest 10% Earn:
$219,000
Location Quotient:
1.07
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here

3. Connecticut

Total Investment Counselor Jobs:
266
Highest 10% Earn:
$200,000
Location Quotient:
1.68
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here
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