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Research analyst vs investment advisor

The differences between research analysts and investment 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 research analyst, becoming an investment advisor takes usually requires 2-4 years. Additionally, an investment advisor has an average salary of $105,377, which is higher than the $70,232 average annual salary of a research analyst.

The top three skills for a research analyst include data analysis, data collection and research projects. The most important skills for an investment advisor are exceptional client, risk management, and client relationships.

Research analyst vs investment advisor overview

Research AnalystInvestment Advisor
Yearly salary$70,232$105,377
Hourly rate$33.77$50.66
Growth rate19%15%
Number of jobs81,37463,438
Job satisfaction4.5-
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 76%
Average age3745
Years of experience64

What does a research analyst do?

A research analyst is responsible for providing a company with insights and advice concerning finance, investments, and expenditures. Utilizing their analytical skills and extensive expertise in marketing, they analyze the trends and significant factors to conclude which decision should be the best to make. They can also take part in conducting an in-depth analysis of a business and examine which areas require improvement or has potential. Furthermore, they may work with a company or independently as a freelance analyst.

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.

Research analyst vs investment advisor salary

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

Research AnalystInvestment Advisor
Average salary$70,232$105,377
Salary rangeBetween $45,000 And $107,000Between $60,000 And $184,000
Highest paying CitySeattle, WANew York, NY
Highest paying stateWashingtonNew York
Best paying companyThe CitadelMcKinsey & Company Inc
Best paying industryFinanceTelecommunication

Differences between research analyst and investment advisor education

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

Research AnalystInvestment Advisor
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 76%
Most common majorBusinessBusiness
Most common collegeUniversity of GeorgiaUniversity of Minnesota - Twin Cities

Research analyst vs investment advisor demographics

Here are the differences between research analysts' and investment advisors' demographics:

Research AnalystInvestment Advisor
Average age3745
Gender ratioMale, 50.8% Female, 49.2%Male, 72.3% Female, 27.7%
Race ratioBlack or African American, 4.7% Unknown, 4.9% Hispanic or Latino, 11.3% Asian, 14.3% White, 64.7% American Indian and Alaska Native, 0.1%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 Percentage10%5%

Differences between research analyst and investment advisor duties and responsibilities

Research analyst example responsibilities.

  • Develop VBA to automate the analysis of website data, which save staff labor time.
  • Manage medication studies, and ensury clinical trial centers conduct studies in accordance with GCP standards.
  • Manage project team meetings using SharePoint calendars.
  • Work with engineering teams to troubleshoot issues.
  • Design and code windows in PowerBuilder for EMPRV application.
  • Assist with ongoing implementation of POS and PC systems for upgrades and new locations.
  • Show more

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

Research analyst vs investment advisor skills

Common research analyst skills
  • Data Analysis, 6%
  • Data Collection, 6%
  • Research Projects, 5%
  • PowerPoint, 5%
  • Market Research, 4%
  • Python, 4%
Common investment advisor skills
  • Exceptional Client, 12%
  • Risk Management, 10%
  • Client Relationships, 9%
  • Health Insurance, 8%
  • Business Development, 7%
  • FINRA, 5%

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