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Loan officer vs finance advisor

The differences between loan officers 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 officer, 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 $45,817 average annual salary of a loan officer.

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

Loan officer vs finance advisor overview

Loan OfficerFinance Advisor
Yearly salary$45,817$64,993
Hourly rate$22.03$31.25
Growth rate4%15%
Number of jobs63,663106,311
Job satisfaction4.5-
Most common degreeBachelor's Degree, 61%Bachelor's Degree, 74%
Average age4545
Years of experience64

What does a loan officer do?

Loan officers are responsible for assisting borrowers on the best type of loans to avail and guiding the clients throughout the application process. A loan officer must be highly knowledgeable about different lending products, payment plans, loan regulations, and essential files for fast loan approval. Loan officers also act as the first point of contact, conducting an initial screening of the customers, process loan contracts and appropriate documentation, update account records, and respond to customer's inquiries. A loan officer also has the right to reject loan applicants who do not meet loan qualifications.

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 officer vs finance advisor salary

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

Loan OfficerFinance Advisor
Average salary$45,817$64,993
Salary rangeBetween $30,000 And $69,000Between $34,000 And $121,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyBangor Savings BankEnbridge
Best paying industryFinanceFinance

Differences between loan officer and finance advisor education

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

Loan OfficerFinance Advisor
Most common degreeBachelor's Degree, 61%Bachelor's Degree, 74%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Loan officer vs finance advisor demographics

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

Loan OfficerFinance Advisor
Average age4545
Gender ratioMale, 55.3% Female, 44.7%Male, 72.3% Female, 27.7%
Race ratioBlack or African American, 9.0% Unknown, 4.6% Hispanic or Latino, 15.7% Asian, 6.3% White, 63.9% 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 officer and finance advisor duties and responsibilities

Loan officer example responsibilities.

  • Manage a multifacete commercial real estate investment firm.
  • Supervise and manage the processing staff and also underwrite conventional loans for correspondent lenders.
  • Follow up leads for refinance loans gather all applications and necessary paperwork to qualify applicants from origination to close of escrow.
  • Analyze available resources to determine suitable mortgage products (FHA, FNMA/FHLC) to meet clients' purchasing or refinancing goals.
  • Originate and process various loan products including government, conventional, portfolio, construction, USDA mortgages, home equity line/loans.
  • Originate FHA, VA, conventional, jumbo, and USDA loans, according to specific lender guidelines in broker environment.
  • 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.
  • Show more

Loan officer vs finance advisor skills

Common loan officer skills
  • Customer Service, 17%
  • Origination, 13%
  • Loan Origination, 5%
  • FHA, 5%
  • NMLS, 5%
  • Loan Products, 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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