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Investment executive vs investment consultant

The differences between investment executives and investment consultants 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 consultant takes usually requires 2-4 years. Additionally, an investment executive has an average salary of $130,432, which is higher than the $109,300 average annual salary of an investment consultant.

The top three skills for an investment executive include develop strong relationships, comprehensive knowledge and financial products. The most important skills for an investment consultant are financial services, FINRA, and financial products.

Investment executive vs investment consultant overview

Investment ExecutiveInvestment Consultant
Yearly salary$130,432$109,300
Hourly rate$62.71$52.55
Growth rate6%15%
Number of jobs77,83748,111
Job satisfaction--
Most common degreeBachelor's Degree, 82%Bachelor's Degree, 77%
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 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.

Investment executive vs investment consultant salary

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

Investment ExecutiveInvestment Consultant
Average salary$130,432$109,300
Salary rangeBetween $74,000 And $228,000Between $60,000 And $196,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateHawaiiNew York
Best paying companyAllianz of America, Inc.Bailey & Glasser
Best paying industryReal EstateFinance

Differences between investment executive and investment consultant education

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

Investment ExecutiveInvestment Consultant
Most common degreeBachelor's Degree, 82%Bachelor's Degree, 77%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Investment executive vs investment consultant demographics

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

Investment ExecutiveInvestment Consultant
Average age5245
Gender ratioMale, 79.9% Female, 20.1%Male, 79.7% Female, 20.3%
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, 5.7% Unknown, 4.4% Hispanic or Latino, 9.5% Asian, 8.4% White, 71.9% American Indian and Alaska Native, 0.1%
LGBT Percentage12%5%

Differences between investment executive and investment consultant 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 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.
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Investment executive vs investment consultant 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 consultant skills
  • Financial Services, 12%
  • FINRA, 8%
  • Financial Products, 7%
  • Client Relationships, 5%
  • Investment Products, 4%
  • Client Satisfaction, 4%

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