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Investment executive vs co-owner

The differences between investment executives and co-owners can be seen in a few details. Each job has different responsibilities and duties. It typically takes More than 10 years to become both an investment executive and a co-owner. Additionally, an investment executive has an average salary of $130,432, which is higher than the $86,704 average annual salary of a co-owner.

The top three skills for an investment executive include develop strong relationships, comprehensive knowledge and financial products. The most important skills for a co-owner are customer service, financial statements, and business plan.

Investment executive vs co-owner overview

Investment ExecutiveCo-Owner
Yearly salary$130,432$86,704
Hourly rate$62.71$41.68
Growth rate6%6%
Number of jobs77,83752,915
Job satisfaction--
Most common degreeBachelor's Degree, 82%Bachelor's Degree, 54%
Average age5252
Years of experience--

What does an investment executive do?

An investment executive is typically responsible for communicating with clients encourage them to invest in opportunities to make their business or company more profitable. An investment executive needs to be an influential adviser and supervisor. They have an objective for both the clients and the company, and they establish a long-term relationship by giving them investment options.

What does a co-owner do?

A co-owner is responsible for ensuring smooth business operations, searching for the best industrial opportunities to drive revenues and increase profitability. Some of the business co-owners' duties include planning activities for business promotions, monitoring current market trends, establishing a reliable workforce, developing product specifications, managing financial goals and cost estimates, strengthening marketing strategies, and keeping records of business papers and documents. A co-owner should have excellent leadership, communication, and decision-making skills to secure business growth and success.

Investment executive vs co-owner salary

Investment executives and co-owners have different pay scales, as shown below.

Investment ExecutiveCo-Owner
Average salary$130,432$86,704
Salary rangeBetween $74,000 And $228,000Between $63,000 And $118,000
Highest paying CityNew York, NY-
Highest paying stateHawaii-
Best paying companyAllianz of America, Inc.-
Best paying industryReal Estate-

Differences between investment executive and co-owner education

There are a few differences between an investment executive and a co-owner in terms of educational background:

Investment ExecutiveCo-Owner
Most common degreeBachelor's Degree, 82%Bachelor's Degree, 54%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment executive vs co-owner demographics

Here are the differences between investment executives' and co-owners' demographics:

Investment ExecutiveCo-Owner
Average age5252
Gender ratioMale, 79.9% Female, 20.1%Male, 53.2% Female, 46.8%
Race ratioBlack or African American, 3.7% Unknown, 3.9% Hispanic or Latino, 7.7% Asian, 7.6% White, 76.5% American Indian and Alaska Native, 0.6%Black or African American, 3.7% Unknown, 3.9% Hispanic or Latino, 7.5% Asian, 7.4% White, 76.8% American Indian and Alaska Native, 0.6%
LGBT Percentage12%12%

Differences between investment executive and co-owner duties and responsibilities

Investment executive example responsibilities.

  • Manage nearly USD 20MM in Peruvian equities for select high net worth individuals.
  • Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Profile and sell appropriate equities, bonds and annuities to clients.
  • Market and create wealth preservation portfolios to meet specific high-net-worth client needs, using annuities and insurance.
  • Provide clients of a major financial institution with investment advice and securities transactions.
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Co-owner example responsibilities.

  • Manage inventory, profit and loss analysis, ROI, staff training and health department standards & safety regulations.
  • Manage budget and financial operations, including payroll and inventory.
  • Manage the day to day operation/financial operations of Medicare certify home health agency.
  • Acquire LLC, zone compliance, city business license and all other necessary documentation for a new business.
  • Complete all paperwork necessary for LLC, business license, insurance requirements, audits and home improvement license.
  • Photograph, edit (Photoshop) and upload pictures on website for new items or for products with new look.
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Investment executive vs co-owner skills

Common investment executive skills
  • Develop Strong Relationships, 24%
  • Comprehensive Knowledge, 13%
  • Financial Products, 10%
  • Business Development, 9%
  • Securities, 8%
  • Estate Planning, 8%
Common co-owner skills
  • Customer Service, 39%
  • Financial Statements, 13%
  • Business Plan, 4%
  • Real Estate, 3%
  • QuickBooks, 3%
  • Inventory Control, 3%

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