Post job

Membership advisor vs investment advisor

The differences between membership advisors and investment advisors can be seen in a few details. Each job has different responsibilities and duties. Additionally, an investment advisor has an average salary of $105,377, which is higher than the $25,723 average annual salary of a membership advisor.

The top three skills for a membership advisor include telephone inquiries, sales system and referral program. The most important skills for an investment advisor are exceptional client, risk management, and client relationships.

Membership advisor vs investment advisor overview

Membership AdvisorInvestment Advisor
Yearly salary$25,723$105,377
Hourly rate$12.37$50.66
Growth rate-4%15%
Number of jobs40,21963,438
Job satisfaction--
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 76%
Average age4445
Years of experience-4

What does a membership advisor do?

A membership advisor ensures customers receive exceptional customer support and service via email communication, online communication, and telephone communication. Besides processing paper, telephone, and online registration, membership advisors also ensure customers get technical support. They ensure customer questions get dealt with on time and exceptionally. These professionals generate the required new sales leads, start outbound calls to customers, and attend and participate in team and staff training meetings. Other duties performed by membership advisors include promoting and selling services or products to customers.

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.

Membership advisor vs investment advisor salary

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

Membership AdvisorInvestment Advisor
Average salary$25,723$105,377
Salary rangeBetween $17,000 And $38,000Between $60,000 And $184,000
Highest paying City-New York, NY
Highest paying state-New York
Best paying company-McKinsey & Company Inc
Best paying industry-Telecommunication

Differences between membership advisor and investment advisor education

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

Membership AdvisorInvestment Advisor
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 76%
Most common majorBusinessBusiness
Most common college-University of Minnesota - Twin Cities

Membership advisor vs investment advisor demographics

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

Membership AdvisorInvestment Advisor
Average age4445
Gender ratioMale, 51.2% Female, 48.8%Male, 72.3% Female, 27.7%
Race ratioBlack or African American, 6.7% Unknown, 4.0% Hispanic or Latino, 16.3% Asian, 5.6% White, 67.0% American Indian and Alaska Native, 0.4%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 Percentage5%5%

Differences between membership advisor and investment advisor duties and responsibilities

Membership advisor example responsibilities.

  • Achieve sales goals and performance requirements by differentiating brand from other athletic facilities.
  • Participate in innovative strategies using effective communication skills to promote sales and increase company revenue.
  • Maintain knowledge of all fitness equipment and programs in club and any relate to NYSC.

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.
  • Show more

Membership advisor vs investment advisor skills

Common membership advisor skills
  • Telephone Inquiries, 19%
  • Sales System, 19%
  • Referral Program, 15%
  • Lead Generation, 13%
  • Phone Calls, 9%
  • Member Referrals, 7%
Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%