Financial Advisor
Similar Professions

Similar Job Titles to a Financial Advisor

These job titles are similar to the Financial Advisor role, and are often used interchangeably by companies. For example, some employers may refer to a Financial Advisor as either a Wealth Management Advisor or a Financial Planner.

Wealth Management Advisor
 Extremely Similar Skills
★  Very Popular

Skill Similarity

93%

A Wealth Management Advisor shares 93% of core skills with a Financial Advisor.

Skills to develop to transition to this role

Portfolio Management
Wealth Management
Private Banking
Financial Markets
Asset Allocation
Asset Management
Equities
Investment Banking

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Financial Planner
 Extremely Similar Skills
★  Very Popular

Skill Similarity

92%

A Financial Planner shares 92% of core skills with a Financial Advisor.

Skills to develop to transition to this role

Retirement Planning
Wealth Management
Estate Planning
Portfolio Management
Personal Financial Planning
General Insurance
Wealth Accumulation
Investment Advisory

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Investment Advisor
 Extremely Similar Skills
★  Very Popular

Skill Similarity

92%

An Investment Advisor shares 92% of core skills with a Financial Advisor.

Skills to develop to transition to this role

Investment Strategies
Portfolio Management
Equities
Wealth Management
Asset Management
Investment Advisory
Financial Markets
Asset Allocation

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Private Client Advisor
 Fairly Similar Skills
 Growing

Skill Similarity

72%

A Private Client Advisor shares 72% of core skills with a Financial Advisor.

Skills to develop to transition to this role

Wealth Management
Retirement Planning
Portfolio Management
Asset Allocation
Asset Management
Property & Casualty Insurance
General Insurance
Mutual Funds

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Financial Professional
 Very Similar Skills
 Growing

Skill Similarity

80%

A Financial Professional shares 80% of core skills with a Financial Advisor.

Skills to develop to transition to this role

Accounting
Financial Accounting
Financial Reporting
Accounts Payable
Accounts Receivable (AR)
Tax
MYOB
Teamwork

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Financial Representative
 Fairly Similar Skills
 Growing

Skill Similarity

76%

A Financial Representative shares 76% of core skills with a Financial Advisor.

Skills to develop to transition to this role

Accounting
Money Management
Business Control
Financial Accounting
Administration
Financial Reporting
Teamwork
Budgeting

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Solutions Advisor
 Fairly Similar Skills
 Growing

Skill Similarity

66%

A Solutions Advisor shares 66% of core skills with a Financial Advisor.

Skills to develop to transition to this role

Uniform Combined State Law
Trading
Retirement Planning
Portfolio Management
Wealth Management
Mutual Funds
Salesforce.com
Solution Selling

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Financial Services Professional
 Fairly Similar Skills
 Growing

Skill Similarity

72%

A Financial Services Professional shares 72% of core skills with a Financial Advisor.

Skills to develop to transition to this role

Retirement Planning
401k Rollovers
Long Term Care Insurance
Retirement Income Strategies
Education Funding
Fixed Annuities
Estate Planning
Annuity Sales

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Financial Services Representative
 Fairly Similar Skills
 Growing

Skill Similarity

67%

A Financial Services Representative shares 67% of core skills with a Financial Advisor.

Skills to develop to transition to this role

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Vice President Financial Services
 Fairly Similar Skills
 Growing

Skill Similarity

65%

A Vice President Financial Services shares 65% of core skills with a Financial Advisor.

Skills to develop to transition to this role

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Alternative Careers and Related Jobs For a Financial Advisor

Here is a list of possible career transitions and similar professions a typical Financial Advisor often moves into, within or outside their industry.

Wealth Manager
 Very Similar Skills
 Growing

Skill Similarity

86%

A Wealth Manager shares 86% of core skills with a Financial Advisor.

Skills to develop to transition to this role

Wealth Management
Retirement Planning
Portfolio Management
Wealth Management Services
Inheritance Tax Planning
Pension Funds
Investment Advisory
Investment Management

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Vice President Of Investment
 Very Similar Skills
 Growing

Skill Similarity

84%

A Vice President Of Investment shares 84% of core skills with a Financial Advisor.

Skills to develop to transition to this role

Retirement Planning
Asset Allocation
Mutual Funds
Investment Strategies
Securities
Portfolio Management
Wealth Management
Asset Management

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Portfolio Manager
 Fairly Similar Skills
 Growing

Skill Similarity

51%

A Portfolio Manager shares 51% of core skills with a Financial Advisor.

Skills to develop to transition to this role

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Wealth Management Associate
 Fairly Similar Skills
 Growing

Skill Similarity

74%

A Wealth Management Associate shares 74% of core skills with a Financial Advisor.

Skills to develop to transition to this role

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Client Service Associate
 Fairly Similar Skills
 Growing

Skill Similarity

62%

A Client Service Associate shares 62% of core skills with a Financial Advisor.

Skills to develop to transition to this role

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High Value Skills to Build as a Financial Advisor

If you're a Financial Advisor and are planning to move into a similar profession or alternative career, it's important to build the right skill sets to position you for your next career.

We analyzed thousands of career transitions in your industry and identified the highest value skills to build as a Financial Advisor. Building these skills will set you up for the most number of the above careers.

  • Portfolio Management
  • Wealth Management
  • Private Banking
  • Financial Markets
  • Asset Allocation
  • Asset Management
  • Equities
  • Investment Banking
  • Retirement Planning
  • Estate Planning
  • Personal Financial Planning
  • General Insurance
  • Wealth Accumulation
  • Investment Advisory
  • Investment Strategies

Word Cloud of Skills to Build as a Financial Advisor

Here is a word cloud of the skills above. Use this as inspiration for the kinds of transferrable skills you need to build to move into a similar profession or alternative career.

Frequently Asked Questions

What skills do I need to develop to become a Client Service Associate?

The most in-demand skills you need to become a Client Service Associate are:

  • Client Services
  • Wealth Management
  • Trading
  • Uniform Combined State Law
  • Retirement Planning
  • Client Relations
  • Securities
  • Portfolio Management

What skills do you need to be a Wealth Manager?

As a Financial Advisor trying to become a Wealth Manager, you should develop skills like:

  • Wealth Management
  • Retirement Planning
  • Portfolio Management
  • Wealth Management Services
  • Inheritance Tax Planning
  • Pension Funds
  • Investment Advisory
  • Investment Management

What are similar professions a Financial Advisor can transition into?

Here is a list of alternative careers and related jobs for a Financial Advisor:

  • Vice President Of Investment
  • Wealth Management Associate
  • Client Service Associate
  • Portfolio Manager
  • Wealth Manager

What jobs would a former Financial Advisor be qualified for?

Here is a list of jobs a former a Financial Advisor could consider moving to:

  • Vice President Of Investment
  • Wealth Manager
  • Portfolio Manager
  • Wealth Management Associate
  • Client Service Associate

What are job titles that can be used to describe a Financial Advisor?

Job titles that are related to a Financial Advisor are:

  • Financial Services Professional
  • Wealth Management Advisor
  • Financial Representative
  • Financial Professional
  • Financial Planner
  • Vice President Financial Services
  • Investment Advisor
  • Financial Services Representative
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