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Investment executive vs investment advisor

The differences between investment executives and investment advisors can be seen in a few details. Each job has different responsibilities and duties. While it typically takes More than 10 years to become an investment executive, becoming an investment advisor takes usually requires 2-4 years. Additionally, an investment executive has an average salary of $130,432, which is higher than the $105,377 average annual salary of an investment advisor.

The top three skills for an investment executive include develop strong relationships, comprehensive knowledge and financial products. The most important skills for an investment advisor are exceptional client, risk management, and client relationships.

Investment executive vs investment advisor overview

Investment ExecutiveInvestment Advisor
Yearly salary$130,432$105,377
Hourly rate$62.71$50.66
Growth rate6%15%
Number of jobs77,83763,438
Job satisfaction--
Most common degreeBachelor's Degree, 82%Bachelor's Degree, 76%
Average age5245
Years of experience-4

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 an investment advisor do?

An investment advisor is responsible for managing the clients' financial portfolios, advising them of investment options according to their financial goals and objectives, and their ability to handle risks. Investment advisors should have excellent knowledge of the investment policies, providing the clients with the best financial strategies according to their interests. They also determine their expenses, income, and credit scores to identify a comprehensive financial plan. An investment advisor helps the clients with cash management techniques, as well as conducting data analysis on financial market projections.

Investment executive vs investment advisor salary

Investment executives and investment advisors have different pay scales, as shown below.

Investment ExecutiveInvestment Advisor
Average salary$130,432$105,377
Salary rangeBetween $74,000 And $228,000Between $60,000 And $184,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateHawaiiNew York
Best paying companyAllianz of America, Inc.McKinsey & Company Inc
Best paying industryReal EstateTelecommunication

Differences between investment executive and investment advisor education

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

Investment ExecutiveInvestment Advisor
Most common degreeBachelor's Degree, 82%Bachelor's Degree, 76%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Investment executive vs investment advisor demographics

Here are the differences between investment executives' and investment advisors' demographics:

Investment ExecutiveInvestment Advisor
Average age5245
Gender ratioMale, 79.9% Female, 20.1%Male, 72.3% Female, 27.7%
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, 5.6% Unknown, 4.4% Hispanic or Latino, 9.4% Asian, 8.2% White, 72.3% American Indian and Alaska Native, 0.1%
LGBT Percentage12%5%

Differences between investment executive and investment advisor 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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Investment advisor example responsibilities.

  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Obtain skills with different financial programs and tools such as Morningstar and NetX360.
  • Advise and recommend insurance products including, fix and variable annuities, and term life.
  • Focus on macroeconomic fundamentals, high yield, distress debt, volatility and macro base cross-asset statistical strategies.
  • Communicate information to clients on various products offer such as equity funds, bond funds, annuities, and money markets.
  • Identify client- specific and regulatory reporting requirements, review purchase and redemption activity, securities settlements, and cash movements.
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Investment executive vs investment advisor skills

Common investment executive skills
  • Develop Strong Relationships, 24%
  • Comprehensive Knowledge, 13%
  • Financial Products, 10%
  • Business Development, 9%
  • Securities, 8%
  • Estate Planning, 8%
Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%

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