Financial Advisor vs Loan Officer
Pay, skills and open jobs side by side, from current job postings across the US.
Pay
Financial Advisor
$85,000 typical, a year
Most Financial Advisors earn $72,600 to $130,000 a year.
From 1,485 postings that list pay
4,925 open jobs now
Loan Officer
$62,400 typical, a year
Most Loan Officers earn $43,700 to $120,000 a year.
From 600 postings that list pay
3,749 open jobs now
Financial Advisors typically earn about $22,600 more a year than Loan Officers.
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
Loan Officer
- Analyze financial data to determine creditworthiness.
- Take borrower applications and gather required documents.
- Develop new business relationships and referral networks.
- Manage the loan process from application to closing.
- Maintain knowledge of loan products and regulations.
- Communicate with customers and internal teams throughout the loan process.
Summed up from 30 job postings
Skills employers ask for
Financial Advisor
Asked for in both
- Bachelor's Degree 4 in 10 postings
- High School Diploma 2 in 10 postings
More common in Financial Advisor postings
- Certified Financial Planner 3 in 10 postings
- Series 66 3 in 10 postings
- Series 7 3 in 10 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
Loan Officer
Asked for in both
- Bachelor's Degree 1 in 10 postings
- High School Diploma 3 in 10 postings
More common in Loan Officer postings
- Customer Service 3 in 10 postings
- NMLS Licensing 3 in 10 postings
- Underwriting 2 in 10 postings
- U.S. Federal Housing Authority (FHA) 2 in 10 postings
- Residential Mortgage 2 in 10 postings
- Microsoft Office 2 in 10 postings
- Loan Processing 1 in 10 postings
- Cross-Selling 1 in 10 postings
Out of each role's current postings.
Open jobs
Financial Advisor
Private Wealth Management Wealth Advisor
AscentiumcapitalPay not stated Naples, Florida, United States of AmericaWealth ManagementBusiness DevelopmentFinancial ServicesAsset ManagementBanking +5Financial Advisor
DiversityinwholesalingPay not stated Remote-MISeries 63Series 7FINRA LicensesFINRA- $83,920 - $125,880/yrstated EAST LOS ANGELES, California, United States of AmericaMicrosoft ExcelMicrosoft OutlookMicrosoft OfficeFINRACoaching +4
Loan Officer
Mortgage Lending Officer (SAFE Act)
Citigroup$60k - $175k/yrstated CRYSTAL LAKE, Illinois, United States of AmericaCustomer ServiceRESPACPAResidential MortgageCash Flow Management +1Senior Mortgage Loan Officer
CitigroupPay not stated LOS ANGELES, California, United States of AmericaCustomer ServiceCPAResidential MortgageRESPACash Flow ManagementSr. Lending Advisor
Mechanics BankPay not stated Roseville, CaliforniaUnderwritingCustomer ServiceMicrosoft ExcelMicrosoft WordCross-Selling +4
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