What does a Mobile Investment Consultant do?

Investment consultants work directly with clients to provide advice and guidance on investment products and services, ranging from individual retirement accounts to wealth management or college savings accounts. They encompass several other financial services roles, including financial advisors and money managers. They meet with clients to identify investment goals, discuss strategies, and determine which financial products support their financial objectives.

Investment consultants provide clients with sound investment advice and financial guidance and help structure their finances or manage large capital sums. Some work with clients to set and achieve specific financial goals, including saving for college or retirement. They periodically meet with clients to update their investments’ performance, discuss new possible opportunities, and issue related tax compliance. They also answer questions and provide information about specific products or services that help clients make informed decisions. Investment consultants need a bachelor's degree in finance-related fields including accounting or economics.

Education--
Work/Life Balance
3.8 ★
Salary Range--
Career Opportunity
3.8 ★
Avg. Experience5-7 years

Mobile Investment Consultant Salaries

Average Base Pay

$49,542 /yr
Same as national average
Not including cash compensation
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$37K
Median: $50K
$67K
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Glassdoor Estimated Salary

Mobile Investment Consultant Career Path

Learn how to become a Mobile Investment Consultant, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

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Mobile Investment Consultant Insights

Read what Mobile Investment Consultant professionals have to say about their job experiences and view top companies for this career.
NEPCNEPC
Investment Consultant
Sep. 13, 2021

“Good Work and life balance”

Shadow FoundrShadow Foundr
Investor Relations Manager
Jun. 24, 2021

“Good people to work with”

Midas ExchangeMidas Exchange
Assistant Negotiator
Jan. 31, 2021

“Good team to work with”

CIBCCIBC
Mobile Investment Consultant
Feb. 8, 2021

“Good work life balance”

Fidelity InvestmentsFidelity Investments
Investment Consultant
Aug. 20, 2021

“Fantastic benefit package”

Merrill LynchMerrill Lynch
Investment Consultant
Feb. 18, 2020

“not great pay”

InvestecInvestec
Investment Consultant
Dec. 7, 2020

“The pay is really good compared to most consultant roles.”

AlescoAlesco
Senior Investment Consultant
Dec. 8, 2020

“Best commissions in any company I've worked for.”

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Mobile Investment Consultant Interviews

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Mobile Investment Consultant jobs