Investment Consultant Salary

Investment Consultants in the United States pull down an average of $62K per year. Total cash compensation to Investment Consultants approaches anywhere from $45K on the lower end to $143K on the higher end; in exceptional cases, this can include more than $35K from bonuses and upwards of $17K from profit sharing. The most important factor affecting compensation for this group is experience level, followed by the particular city and the individual firm. Almost all report receiving medical coverage from their employers and a large number collect dental insurance. Most people on this career path report moderate levels of job satisfaction. The vast majority of Investment Consultants (84 percent) survey respondents are men. The figures in this overview were provided by individuals who took PayScale's salary questionnaire.

$42,078 - $127,173
$42K
$62K
$130K
MEDIAN: $61,966
10%
50%
90%

Add this chart to your site: 640px    300px

$14.54 - $26.36
$15
$21
$26
MEDIAN: $21.00
10%
50%
90%

Add this chart to your site: 640px    300px

National Salary Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$50K$100K$150K
Salary
$42,078 - $127,173  
   
Bonus
$2,933 - $34,991  
Profit Sharing
$550 - $17,000  
Commission
$0.00 - $45,958  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$44,845 - $143,205  
Country: United States | Currency: USD | Updated: 25 Mar 2017 | Individuals Reporting: 158
National Hourly Rate Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$25$50$75
Hourly Rate
$14.54 - $26.36  
   
Overtime
$30.81  
National Annualized Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$50K$100K$150K
Bonus
$2,933 - $34,991  
   
Commission
$0.00 - $45,958  
Profit Sharing
$550 - $17,000  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$44,845 - $143,205  
Country: United States | Currency: USD | Updated: 25 Mar 2017 | Individuals Reporting: 17

Find Out Exactly What You Should Be Paid

United States (change)

Employers: Start Here »

Job Description for Investment Consultant

The investment consultant holds an advisory position and works with their company's clients or as a contractor for multiple organizations. Brokerage firms and investment advisory companies are typical employers for investment consultants. The investment consultant is responsible for making calls to prospective and current clients, resolving their concerns and issues, and strengthening relationships. They help clients manage their portfolios, make suggestions, figure out the client's goals, and establish plans to achieve those aims. These professionals must track interactions with clients through a customer relationship system software. The consultant must be comfortable speaking with a wide variety of people, and they may also work with other branches and divisions of their company to serve clients as well.

Read More...

Investment Consultant Tasks

  • Manage client investments by analyzing client’s finances, identifying needs, and developing goals and financial plans.
  • Assist with the development and facilitation of seminars and marketing development plans.
  • Generate sales opportunities by promoting products and services to existing and potential clients.
  • Identify and follow-up on opportunities to expand client assets.

Investment Consultant Job Listings

Search for more jobs:

Popular Employer Salaries for Investment Consultant


The biggest paychecks can be found at TD Ameritrade, Inc — the median salary there is $105K.

With a median employee salary of $59K, Scottrade, Inc. pays significantly less than its competitors (78 percent lower than the top payer).

Popular Skills for Investment Consultant


Investment Consultants who responded to the survey report just a handful of professional skills. Most notably, facility with Financial Analysis and Investment Management are correlated to pay that is significantly above average, leading to increases of 27 percent and 11 percent, respectively. Skills that pay less than market rate include Investment Planning and Financial Advisor. For most people, competency in Financial Analysis indicates knowledge of Sales.

Pay by Experience Level for Investment Consultant

Pay by Experience for an Investment Consultant has a positive trend. An entry-level Investment Consultant with less than 5 years of experience can expect to earn an average total compensation of $58,000 based on 83 salaries provided by anonymous users. Average total compensation includes tips, bonus, and overtime pay. An Investment Consultant with mid-career experience which includes employees with 5 to 10 years of experience can expect to earn an average total compensation of $81,000 based on 75 salaries. An experienced Investment Consultant which includes employees with 10 to 20 years of experience can expect to earn an average total compensation of $120,000 based on 43 salaries. An Investment Consultant with late-career experience which includes employees with greater than 20 years of experience can expect to earn an average total compensation of $192,000 based on 9 salaries.

Pay Difference by Location

National Average: $71,699

Larger city markers indicate a job is popular in that location.

For Investment Consultants, busy San Francisco offers a higher-than-average pay rate, 113 percent above the national average. Investment Consultants will also find cushy salaries in Boston (+108 percent), Los Angeles (+74 percent), Chicago (+53 percent), and Atlanta (+35 percent). Investment Consultants in Austin take home the lowest salaries, earning a whopping 36 percent less than the national average. Pittsburgh and New York are a couple other places where companies are known to pay below the median — salaries are 21 percent lower and 2 percent lower, respectively.

Related Job Salaries

Key Stats for Investment Consultant

Gender

Female
16 %
Male
84 %

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 27 votes.
Less than 1 year
2%
1-4 years
35%
5-9 years
35%
10-19 years
22%
20 years or more
5%
Location:
Years in Fields/Career:
United States (change)

Experience Affects Investment Consultant Salaries

▲168%

▲68%

▲12%

National Average
$72,000

▼18%

Skills That Affect Investment Consultant Salaries



▲1%

National Average
$72,000

Financial Advisor
▼4%

Investment Planning
▼6%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 27 votes.

Gender

Female
16 %
Male
84 %

Years of Experience

Less than 1 year
2%
1-4 years
35%
5-9 years
35%
10-19 years
22%
20 years or more
5%

Common Health Benefits

medical benefits
Medical: 93%
dental benefits
Dental: 82%
vision benefits
Vision: 75%
no benefits
None: 6%