Post job

Relationship manager vs finance advisor

The differences between relationship managers and finance advisors can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 6-8 years to become a relationship manager, becoming a finance advisor takes usually requires 2-4 years. Additionally, a relationship manager has an average salary of $83,761, which is higher than the $64,993 average annual salary of a finance advisor.

The top three skills for a relationship manager include client relationships, work ethic and strong work ethic. The most important skills for a finance advisor are team support, wealth management, and securities.

Relationship manager vs finance advisor overview

Relationship ManagerFinance Advisor
Yearly salary$83,761$64,993
Hourly rate$40.27$31.25
Growth rate5%15%
Number of jobs72,920106,311
Job satisfaction--
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 74%
Average age4645
Years of experience84

What does a relationship manager do?

A relationship manager is responsible for maintaining a positive and professional relationship with customers and business partners, ensuring the highest customer satisfaction and good reputation. Relationship managers advise management on identifying business opportunities by analyzing the current market trends that would help generate revenues and increase its profitability. They connect with the marketing and sales team for product and services innovation, create compelling sales pitches, and develop customer service processes to assist customers with their inquiries and concerns efficiently.

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.

Relationship manager vs finance advisor salary

Relationship managers and finance advisors have different pay scales, as shown below.

Relationship ManagerFinance Advisor
Average salary$83,761$64,993
Salary rangeBetween $56,000 And $123,000Between $34,000 And $121,000
Highest paying CitySan Francisco, CANew York, NY
Highest paying stateNew YorkNew York
Best paying companyGoogleEnbridge
Best paying industryFinanceFinance

Differences between relationship manager and finance advisor education

There are a few differences between a relationship manager and a finance advisor in terms of educational background:

Relationship ManagerFinance Advisor
Most common degreeBachelor's Degree, 69%Bachelor's Degree, 74%
Most common majorBusinessBusiness
Most common collegeUniversity of Southern CaliforniaUniversity of Minnesota - Twin Cities

Relationship manager vs finance advisor demographics

Here are the differences between relationship managers' and finance advisors' demographics:

Relationship ManagerFinance Advisor
Average age4645
Gender ratioMale, 53.5% Female, 46.5%Male, 72.3% Female, 27.7%
Race ratioBlack or African American, 3.2% Unknown, 4.4% Hispanic or Latino, 9.8% Asian, 4.1% White, 78.2% American Indian and Alaska Native, 0.2%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 Percentage7%5%

Differences between relationship manager and finance advisor duties and responsibilities

Relationship manager example responsibilities.

  • Manage both general and bankruptcy FHLMC loans.
  • Demonstrate ability to manage a portfolio with a concentration in loan modifications for HAMP and FNMA.
  • Lead the district in sales by initiating and document a proactive customer profiling effort and sale calls.
  • Oversee and manages all incoming and outgoing automate clearing house (ACH) transfer of electronic fund.
  • Process annuities, insurance policies, office bills, manage correspondence, and maintain require files and accounts.
  • Manage the west coast territory to research and analyze which healthcare facilities would benefit from the services offer.
  • 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

Relationship manager vs finance advisor skills

Common relationship manager skills
  • Client Relationships, 11%
  • Work Ethic, 10%
  • Strong Work Ethic, 10%
  • Financial Services, 9%
  • Taking Care, 5%
  • Customer Service, 5%
Common finance advisor skills
  • Team Support, 7%
  • Wealth Management, 7%
  • Securities, 6%
  • Strong Computer, 6%
  • Financial Services, 6%
  • Client Facing, 5%

Browse executive management jobs