Financial Advisor vs Underwriter
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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
Underwriter
$120,000 typical, a year
Most Underwriters earn $99,000 to $144,400 a year.
From 239 postings that list pay
524 open jobs now
Underwriters typically earn about $34,000 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
Underwriter
- Evaluate and analyze risks to determine if they are acceptable.
- Review and analyze submissions including applications and financial data.
- Develop and maintain strong relationships with agents and brokers.
- Communicate underwriting appetite and value to brokers and clients.
- Price risks and set appropriate terms and conditions.
- Monitor portfolio trends and underwriting results.
Summed up from 30 job postings
Skills employers ask for
Financial Advisor
Asked for in both
- Risk Management 2 in 10 postings
- Portfolio Management 2 in 10 postings
More common in Financial Advisor postings
- Client Relationship 3 in 10 postings
- Client Relationship Management 2 in 10 postings
- Financial Services 2 in 10 postings
Underwriter
Asked for in both
- Risk Management 2 in 10 postings
- Portfolio Management 1 in 15 postings
More common in Underwriter postings
- Underwriting 9 in 10 postings
- Microsoft Office 2 in 10 postings
- Commercial Lines 2 in 10 postings
- Insurance 1 in 10 postings
- Microsoft Excel 1 in 10 postings
- Customer Service 1 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
Underwriter
- CPCU 2 in 10 postings
Open jobs
Financial Advisor
- Pay not statedRegulatory Requirements
- Pay not stated Chicago, IL, United States HybridConsultative SellingSeries 7Regulatory ComplianceERISAFinancial Services +4
Underwriter
Underwriter / Account Executive - Select
Travelers$87,800 - $144,800/yrstated CA - Diamond Bar HybridUnderwritingActuarialCommercial LinesCross-SellingRisk Management +1Underwriter, Southeast
Coalition$100k/yrstated Any location, United States RemoteUnderwritingRisk AnalysisMiddle Market Underwriter
Merchants Insurance Group$80k - $100k/yrstated Bedford, NH HybridMicrosoft OfficeCPCUUnderwritingMicrosoft OutlookProperty & Casualty Insurance +1
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