With the highest median pay of $271K, highly experienced Investment Consultants make much more than the national average ($60K per year) for those in this field. Salaries for inexperienced workers average out to $80K, and those with five to 10 years' experience earn a higher median of $58K. After 10 to 20 years, professionals can make it pretty big; the median salary sits in the six-figure neighborhood of $110K. Seasoned workers who boast more than two decades of relevant experience enjoy a median salary of $271K, which is substantially larger than the medians reported by folks with fewer years on their resumes. The data in this summary comes from the PayScale salary survey.

$41,438 - $125,132
$41K
$60K
$130K
MEDIAN: $60,425
10%
50%
90%

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$14.54 - $26.36
$15
$21
$26
MEDIAN: $20
10%
50%
90%

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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
$41,438 - $125,132  
   
Bonus
$2,933 - $34,436  
Profit Sharing
$582 - $14,426  
Commission
$0.00 - $45,302  
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).
)
$44,553 - $139,197  
Country: United States | Currency: USD | Updated: 18 Jan 2017 | Individuals Reporting: 170
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
$31.66  
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 - $34,436  
   
Commission
$0.00 - $45,302  
Profit Sharing
$582 - $14,426  
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).
)
$44,553 - $139,197  
Country: United States | Currency: USD | Updated: 18 Jan 2017 | Individuals Reporting: 17

Find Out Exactly What You Should Be Paid

United States (change)

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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.

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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

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Popular Employer Salaries for Investment Consultant


Heading up the field in terms of compensation, TD Ameritrade, Inc offers the most; Investment Consultants earn $105K on average there.

With a median salary of only $58K (80 percent lower than the top payer), Scottrade, Inc. lags significantly in the earnings department.

Popular Skills for Investment Consultant


Investment Consultants who responded to the survey indicated only a few skills that they use on the job. Most notably, facility with Financial Analysis and Investment Management are correlated to pay that is significantly above average, leading to increases of 29 percent and 15 percent, respectively. Skills that seem to negatively impact pay include Investment Planning. The majority of those who know Financial Analysis also know Sales.

Pay by Experience Level for Investment Consultant

Median of all compensation (including tips, bonus, and overtime) by years of experience.

Pay Difference by Location

National Average: $70,735

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

Surpassing the national average by 116 percent, Investment Consultants in San Francisco receive some of the highest pay in the country. Investment Consultants will also find cushy salaries in Boston (+111 percent), Los Angeles (+77 percent), Chicago (+55 percent), and Atlanta (+37 percent). Trailing the national average by 19 percent, Pittsburgh is the market with the smallest paychecks.

Related Job Salaries

Key Stats for Investment Consultant

Gender

Female
16 %
Male
84 %

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 29 votes.
Less than 1 year
3%
1-4 years
36%
5-9 years
34%
10-19 years
23%
20 years or more
4%
Location:
Years in Fields/Career:
United States (change)

Experience Affects Investment Consultant Salaries

Late-Career
up arrow 283%



National Average
$71,000


Skills That Affect Investment Consultant Salaries



National Average
$71,000

up arrow 2%

Financial Advisor
up arrow 2%

Investment Planning
up arrow 5%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 29 votes.

Gender

Female
16 %
Male
84 %

Years of Experience

Less than 1 year
3%
1-4 years
36%
5-9 years
34%
10-19 years
23%
20 years or more
4%

Common Health Benefits

medical benefits
Medical: 92%
dental benefits
Dental: 79%
vision benefits
Vision: 73%
dental benefits
None: 7%
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