Financial Planner
Similar Professions

Alternative Careers and Similar Jobs to a Financial Planner

As a Financial Planner, you have transferrable skills that would make you a good fit for other similar jobs. Here's a list of related jobs, possible career transitions and alternative careers, based on skills you likely have.

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Similar Job Titles
  • Financial Advisor
  • Wealth Management Advisor
  • Director Of Financial Planning
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    Alternative Careers
  • Wealth Manager
  • Investment Advisor
  • Paraplanner
  • Financial Representative
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    Similar Job Titles to a Financial Planner

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

    Financial Advisor
     Extremely Similar Skills
    ★  Very Popular

    Skill Similarity

    92%

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

    Skills to develop to transition to this role

    Financial Analysis
    Banking
    Risk Management
    Business Development
    Management
    Corporate Finance
    Team Leadership
    Sales

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    Wealth Management Advisor
     Extremely Similar Skills
     Growing

    Skill Similarity

    95%

    A Wealth Management Advisor shares 95% of core skills with a Financial Planner.

    Skills to develop to transition to this role

    Private Banking
    Financial Markets
    Banking
    Asset Management
    Risk Management
    Equities
    Investment Banking
    Retail Banking

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    Director Of Financial Planning
     Very Similar Skills
     Growing

    Skill Similarity

    83%

    A Director Of Financial Planning shares 83% of core skills with a Financial Planner.

    Skills to develop to transition to this role

    Financial Analysis
    Financial Reporting
    Financial Modeling
    Forecasting
    Wealth Management Services
    Investment Management

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    Alternative Careers and Related Jobs For a Financial Planner

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

    Wealth Manager
     Very Similar Skills
     Growing

    Skill Similarity

    85%

    A Wealth Manager shares 85% of core skills with a Financial Planner.

    Skills to develop to transition to this role

    Wealth Management Services
    Inheritance Tax Planning
    Pension Funds
    Investment Management
    High Net Worth Individuals
    Private Banking
    Banking
    Asset Management

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    Investment Advisor
     Very Similar Skills
     Growing

    Skill Similarity

    88%

    An Investment Advisor shares 88% of core skills with a Financial Planner.

    Skills to develop to transition to this role

    Equities
    Asset Management
    Financial Markets
    Financial Analysis
    Investment Management
    Fixed Income
    Alternative Investments
    Risk Management

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    Paraplanner
     Very Similar Skills
     Growing

    Skill Similarity

    82%

    A Paraplanner shares 82% of core skills with a Financial Planner.

    Skills to develop to transition to this role

    Paraplanning
    Superannuation
    Xplan
    Pension Funds
    Self Managed Superannuation Funds (SMSF)
    Risk Management
    Financial Analysis
    Income Protection

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    Financial Representative
     Fairly Similar Skills
     Growing

    Skill Similarity

    73%

    A Financial Representative shares 73% of core skills with a Financial Planner.

    Skills to develop to transition to this role

    Accounting
    Financial Analysis
    Microsoft Access
    Money Management
    Business Control
    Financial Accounting
    Administration
    Financial Reporting

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    High Value Skills to Build as a Financial Planner

    If you're a Financial Planner 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 Planner. Building these skills will set you up for the most number of the above careers.

    • Financial Analysis
    • Banking
    • Risk Management
    • Business Development
    • Management
    • Corporate Finance
    • Team Leadership
    • Sales
    • Private Banking
    • Financial Markets
    • Asset Management
    • Equities
    • Investment Banking
    • Retail Banking
    • Wealth Management Services
    • Inheritance Tax Planning
    • Pension Funds
    • Investment Management
    • High Net Worth Individuals

    Word Cloud of Skills to Build as a Financial Planner

    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 Financial Representative?

    If you want to become a Financial Representative, you need to develop skills like Accounting, Financial Analysis, Microsoft Access, Money Management, Business Control, Financial Accounting, Administration and Financial Reporting.

    What skills do I need to develop to become an Investment Advisor?

    The most in-demand skills you need to become an Investment Advisor are:

    • Equities
    • Asset Management
    • Financial Markets
    • Financial Analysis
    • Investment Management
    • Fixed Income
    • Alternative Investments
    • Risk Management

    What are examples of professions that are similar to a Financial Planner?

    Job titles that are especially common for a Financial Planner to move into include Investment Advisor, Wealth Manager, Financial Representative and Paraplanner.

    What are the best jobs for a former Financial Planner?

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

    • Financial Representative
    • Paraplanner
    • Investment Advisor
    • Wealth Manager

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

    Job titles that are related to a Financial Planner are:

    • Director Of Financial Planning
    • Wealth Management Advisor
    • Financial Advisor
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