Financial Advisor vs Financial Analyst

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Pay

Financial Advisor

$86,000 typical, a year

Most Financial Advisors earn $72,600 to $131,200 a year.

From 1,434 postings that list pay

4,789 open jobs now

Financial Advisor salaries Financial Advisor jobs

Financial Analyst

$105,000 typical, a year

Most Financial Analysts earn $87,500 to $125,700 a year.

From 2,885 postings that list pay

6,033 open jobs now

Financial Analyst salaries Financial Analyst jobs

Financial Analysts typically earn about $19,000 more a year than Financial Advisors.

What each one does

Financial Advisor

  • Meet with clients to understand their financial goals and needs.
  • Develop and implement financial plans to help clients achieve their goals.
  • Manage investment portfolios and recommend appropriate investment strategies.
  • Build and maintain relationships with clients to grow the business.
  • Educate clients on financial products and market trends.
  • Collaborate with other professionals to provide comprehensive solutions.

Summed up from 30 job postings

Financial Analyst

  • Prepare and analyze financial reports to track performance against budgets and forecasts.
  • Develop and maintain financial models to support planning and decision-making processes.
  • Collaborate with cross-functional teams to gather data and support business initiatives.
  • Assist in the budgeting and forecasting processes for various departments or projects.
  • Conduct variance analysis to identify and explain differences between actual and planned results.
  • Support the monthly or quarterly close process to ensure accurate financial reporting.

Summed up from 30 job postings

Skills employers ask for

Financial Advisor

More common in Financial Advisor postings

  • Client Relationship 3 in 10 postings
  • Client Relationship Management 2 in 10 postings
  • Risk Management 2 in 10 postings
  • Financial Services 2 in 10 postings
  • Portfolio Management 2 in 10 postings

Financial Analyst

More common in Financial Analyst postings

  • Microsoft Excel 6 in 10 postings
  • Financial Modeling 5 in 10 postings
  • Forecasting 4 in 10 postings
  • Financial Planning & Analysis (FP&A) 3 in 10 postings
  • Financial Reporting 2 in 10 postings
  • Microsoft Office 2 in 10 postings
  • Variance Analysis 2 in 10 postings
  • Microsoft PowerPoint 2 in 10 postings

Out of each role's current postings.

Licenses and certifications

Financial Advisor

  • Certified Financial Planner 3 in 10 postings
  • Series 66 3 in 10 postings
  • Series 7 3 in 10 postings

Financial Analyst

None stand out in current postings.

Open jobs

Financial Advisor

Financial Analyst

  • $75k - $80k/yrstated USA - St. Charles, MO (Corporate)
    Internal ControlsInventory ManagementForecastingMicrosoft OfficeBalance Sheet +6
    Mid level · 2+ yrs exp 12 hours ago
    Apply
  • Financial Analyst

    Emerson Electric
    Pay not stated Round Rock, TX, United States Hybrid
    ForecastingBudgeting
    1 day ago
    Apply
  • Pay not stated Irving, TX, USA
    Microsoft ExcelPower BISAPFinancial ModelingEnterprise Resource Planning (ERP) +2
    Mid level · 2+ yrs exp 12 hours ago
    Apply

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