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Investment executive vs owner

The differences between investment executives and 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 an owner. Additionally, an investment executive has an average salary of $130,432, which is higher than the $90,334 average annual salary of an owner.

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

Investment executive vs owner overview

Investment ExecutiveOwner
Yearly salary$130,432$90,334
Hourly rate$62.71$43.43
Growth rate6%6%
Number of jobs77,83786,486
Job satisfaction--
Most common degreeBachelor's Degree, 82%Bachelor's Degree, 52%
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 an owner do?

Owners, in the most basic sense, own the business, company, or organization. They are responsible for building the business. They create business plans and the general vision and mission of the company, set goals, work on these goals, and ensure that the business keeps running. They manage all aspects of their business, from finances to marketing to people, etc. When the business becomes stable, owners eventually hire more employees. As such, owners also become overseers who would ensure that the organization remains afloat.

Investment executive vs owner salary

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

Investment ExecutiveOwner
Average salary$130,432$90,334
Salary rangeBetween $74,000 And $228,000Between $60,000 And $135,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateHawaiiNew Jersey
Best paying companyAllianz of America, Inc.BP America Inc
Best paying industryReal Estate-

Differences between investment executive and owner education

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

Investment ExecutiveOwner
Most common degreeBachelor's Degree, 82%Bachelor's Degree, 52%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment executive vs owner demographics

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

Investment ExecutiveOwner
Average age5252
Gender ratioMale, 79.9% Female, 20.1%Male, 63.1% Female, 36.9%
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, 7.6% Asian, 7.5% White, 76.7% American Indian and Alaska Native, 0.6%
LGBT Percentage12%12%

Differences between investment executive and 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.
  • Show more

Owner example responsibilities.

  • Manage web content and a PHP / MySQL application.
  • Create and develop a website to help clients easily manage their instagram account to gain exposure.
  • Execute all social media marketing and manage the company Facebook page/campaigns.
  • Manage human resource functions by generating payroll, scheduling and upholding company policies.
  • License Maryland home improvement contractor managing a small home improvement business that specializes in doors and windows.
  • Manage end to end business operations including hiring, scheduling visits, conducting customer consultations and performing pet visits.
  • Show more

Investment executive vs 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 owner skills
  • Customer Service, 25%
  • Payroll, 17%
  • Financial Statements, 8%
  • Product Development, 7%
  • Real Estate, 3%
  • Business Development, 3%

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