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Investment Counselor: There is more than meets the eye

There is more than meets the eye when it comes to being an investment counselor. For example, did you know that they make an average of $53.31 an hour? That's $110,894 a year! Between 2018 and 2028, the career is expected to grow 7% and produce 19,100 job opportunities across the U.S.

There are certain skills that many investment counselors have in order to accomplish their responsibilities. By taking a look through resumes, we were able to narrow down the most common skills for a person in this position. We discovered that a lot of resumes listed interpersonal skills, sales skills and speaking skills.

When it comes to the most important skills required to be an investment counselor, we found that a lot of resumes listed 10.8% of investment counselors included client service, while 10.0% of resumes included new clients, and 8.6% of resumes included capital markets. Hard skills like these are helpful to have when it comes to performing essential job responsibilities.

When it comes to searching for a job, many search for a key term or phrase. Instead, it might be more helpful to search by industry, as you might be missing jobs that you never thought about in industries that you didn't even think offered positions related to the investment counselor job title. But what industry to start with? Most investment counselors actually find jobs in the finance and insurance industries.

How To Become an Investment Counselor

If you're interested in becoming an investment counselor, one of the first things to consider is how much education you need. We've determined that 57.8% of investment counselors have a bachelor's degree. In terms of higher education levels, we found that 22.9% of investment counselors have master's degrees. Even though most investment counselors have a college degree, it's possible to become one with only a high school degree or GED.

Choosing the right major is always an important step when researching how to become an investment counselor. When we researched the most common majors for an investment counselor, we found that they most commonly earn bachelor's degree degrees or master's degree degrees. Other degrees that we often see on investment counselor resumes include associate degree degrees or doctoral degree degrees.

You may find that experience in other jobs will help you become an investment counselor. In fact, many investment counselor jobs require experience in a role such as finance advisor. Meanwhile, many investment counselors also have previous career experience in roles such as account executive or vice president.

Read Also :  Career 180: How I became an investment counsellor


  1. John Jones says:

    Counseling is not easy, it's a difficult task that requires knowledge and experience.

  2. James Anderson says:

    Consulting has always been one of my favourite things to do, mostly business.

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