$63,175
Avg. Salary
Avg. Hourly Rate

Average additional compensation:

$5,000

Bonus

$9,600

Profit Sharing

$0.00

Commission

What am I worth?
How should I pay?

The average pay for an Investment Consultant with Sales skills is {{pay}} per hour.

The average pay for an Investment Consultant with Sales skills is $63,175 per year.

$0.00
10%
$0.00
50%
$0.00
90%
MEDIAN $0.00
$53k
10%
$63k
50%
$123k
90%
MEDIAN $63,175

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
  • Identify and follow-up on opportunities to expand client assets.
  • 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.

Investment Consultant Job Listings

Key Stats for Investment Consultant

Gender

Female
33 %
Male
67 %
1-4 years
25%
5-9 years
13%
10-19 years
63%

Gender

Female
33 %
Male
67 %

Years of Experience

1-4 years
25%
5-9 years
13%
10-19 years
63%

Common Health Benefits

medical benefits
Medical: 88%
dental benefits
Dental: 88%
vision benefits
Vision: 88%
no benefits
None: 13%