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Loan adviser vs finance advisor

The differences between loan advisers and finance advisors can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 4-6 years to become a loan adviser, becoming a finance advisor takes usually requires 2-4 years. Additionally, a finance advisor has an average salary of $64,993, which is higher than the $40,365 average annual salary of a loan adviser.

The top three skills for a loan adviser include customer service, origination and mortgage loans. The most important skills for a finance advisor are team support, wealth management, and securities.

Loan adviser vs finance advisor overview

Loan AdviserFinance Advisor
Yearly salary$40,365$64,993
Hourly rate$19.41$31.25
Growth rate4%15%
Number of jobs24,189106,311
Job satisfaction--
Most common degreeBachelor's Degree, 52%Bachelor's Degree, 74%
Average age4545
Years of experience64

What does a loan adviser do?

A loan adviser evaluates and assesses mortgage applications to ensure that the client is capable and capacitated to pay their finances and obligations. They conduct one on one interviews with the client, verifies the documents presented, and handles the approval process. They can often be seen in a bank or a credit institution that gives support to the clients and borrowers. This career is considered a vital part of a bank as it determines the possible increase of a company's profit by their loan programs.

What does a finance advisor do?

A Financial Advisor specializes in sharing their expertise with an individual or company on how to handle and boost finances. The responsibilities of a Financial Advisor include creating and proposing a strategy to attain financial gains through profits and investments, educating the client about new methods and opportunities, monitor and evaluate progress, and as well as plan policies according to the clients' life changes. Furthermore, it is also the duty of the Financial Advisor to research new investments that would be of great help to the client's assets.

Loan adviser vs finance advisor salary

Loan advisers and finance advisors have different pay scales, as shown below.

Loan AdviserFinance Advisor
Average salary$40,365$64,993
Salary rangeBetween $28,000 And $56,000Between $34,000 And $121,000
Highest paying City-New York, NY
Highest paying state-New York
Best paying company-Enbridge
Best paying industry-Finance

Differences between loan adviser and finance advisor education

There are a few differences between a loan adviser and a finance advisor in terms of educational background:

Loan AdviserFinance Advisor
Most common degreeBachelor's Degree, 52%Bachelor's Degree, 74%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Loan adviser vs finance advisor demographics

Here are the differences between loan advisers' and finance advisors' demographics:

Loan AdviserFinance Advisor
Average age4545
Gender ratioMale, 47.7% Female, 52.3%Male, 72.3% Female, 27.7%
Race ratioBlack or African American, 9.3% Unknown, 4.6% Hispanic or Latino, 16.1% Asian, 6.4% White, 63.1% American Indian and Alaska Native, 0.5%Black or African American, 5.6% Unknown, 4.4% Hispanic or Latino, 9.5% Asian, 8.3% White, 72.1% American Indian and Alaska Native, 0.1%
LGBT Percentage8%5%

Differences between loan adviser and finance advisor duties and responsibilities

Loan adviser example responsibilities.

  • Manage a multifacete commercial real estate investment firm.
  • Follow the FDCPA, FCRA and TCPA guidelines and is a license collector.
  • Assist future homeowners obtain financing through FHA, VA, USDA, or conventional financing.
  • Handle all calls with due care to ensure proper adherence to FDCPA rules and regulations.
  • Determine financing options for clients, and advise them on a variety of FHA, conventional, and sub-prime mortgages.
  • Communicate to a small team basic loan restructuring possibilities to assist customers in resolving delinquency and avoiding foreclosure.
  • Show more

Finance advisor example responsibilities.

  • Manage all budget and forecast submissions into Hyperion.
  • Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
  • Structure and manage investment portfolios using a range of financial instruments, including equity securities and fix income instruments.
  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Research eligibility and status of all Medicare and Medicaid patients.
  • Perform portfolio analysis using MorningStar workstation and complete cost basis research project.
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Loan adviser vs finance advisor skills

Common loan adviser skills
  • Customer Service, 44%
  • Origination, 14%
  • Mortgage Loans, 7%
  • Loan Process, 5%
  • Automated Underwriting, 4%
  • NMLS, 4%
Common finance advisor skills
  • Team Support, 7%
  • Wealth Management, 7%
  • Securities, 6%
  • Strong Computer, 6%
  • Financial Services, 6%
  • Client Facing, 5%

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