Financial Professional
Similar Professions

Alternative Careers and Similar Jobs to a Financial Professional

As a Financial Professional, 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
  • Financial Analyst
  • Financial Representative
  • Financial Services Professional
  • Financial Planner
  • Financial Services Representative
  • Financial Director
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    Alternative Careers
  • Finance Manager
  • Finance Specialist
  • Investment Advisor
  • Relationship Manager
  • Finance Associate
  • Private Banker
  • Financial Planning Analyst
  • Chief Financial Officer
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    Similar Job Titles to a Financial Professional

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

    Financial Advisor
     Very Similar Skills
     Very Popular

    Skill Similarity

    80%

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

    Skills to develop to transition to this role

    Financial Advisory
    Investments
    Insurance
    Business Development
    Management
    Team Leadership
    Sales
    Life Insurance

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    Financial Analyst
     Fairly Similar Skills
     Very Popular

    Skill Similarity

    64%

    A Financial Analyst shares 64% of core skills with a Financial Professional.

    Skills to develop to transition to this role

    Forecasting
    Variance Analysis
    Management Accounting
    Budgeting
    International Financial Reporting Standards (IFRS)
    Managerial Finance
    Data Analysis
    Financial Statements

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    Financial Representative
     Fairly Similar Skills
     Growing

    Skill Similarity

    72%

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

    Skills to develop to transition to this role

    Money Management
    Business Control
    Administration
    Customer Service
    Teamwork
    Budgeting
    Office Automation
    Data Analysis

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    Financial Services Professional
     Fairly Similar Skills
     Growing

    Skill Similarity

    68%

    A Financial Services Professional shares 68% of core skills with a Financial Professional.

    Skills to develop to transition to this role

    Retirement Planning
    Life Insurance
    401k Rollovers
    Long Term Care Insurance
    Retirement Income Strategies
    Education Funding
    Investments
    Fixed Annuities

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    Financial Planner
     Fairly Similar Skills
     Growing

    Skill Similarity

    71%

    A Financial Planner shares 71% of core skills with a Financial Professional.

    Skills to develop to transition to this role

    Insurance
    Retirement Planning
    Investments
    Life Insurance
    Wealth Management
    Financial Advisory
    Health Insurance
    Estate Planning

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    Financial Services Representative
     Fairly Similar Skills
     Growing

    Skill Similarity

    75%

    A Financial Services Representative shares 75% of core skills with a Financial Professional.

    Skills to develop to transition to this role

    Life Insurance
    Retirement Planning
    Loans
    Retail Banking
    Credit
    Fixed Annuities
    Consumer Lending
    Investments

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    Financial Director
     Fairly Similar Skills
     Growing

    Skill Similarity

    64%

    A Financial Director shares 64% of core skills with a Financial Professional.

    Skills to develop to transition to this role

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    Alternative Careers and Related Jobs For a Financial Professional

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

    Finance Manager
     Fairly Similar Skills
     Growing

    Skill Similarity

    65%

    A Finance Manager shares 65% of core skills with a Financial Professional.

    Skills to develop to transition to this role

    Budgeting
    Payroll
    Accounts Receivable (AR)
    Forecasting
    Economics
    Management Accounting
    Business Strategy
    Management

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    Finance Specialist
     Fairly Similar Skills
     Growing

    Skill Similarity

    72%

    A Finance Specialist shares 72% of core skills with a Financial Professional.

    Skills to develop to transition to this role

    Management Accounting
    Teamwork
    Budgeting
    Customer Service
    Accounts Receivable (AR)
    Managerial Finance
    Accounts Receivable (AR)
    SAP Products

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    Investment Advisor
     Fairly Similar Skills
     Growing

    Skill Similarity

    70%

    An Investment Advisor shares 70% of core skills with a Financial Professional.

    Skills to develop to transition to this role

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

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    Relationship Manager
     Fairly Similar Skills
     Growing

    Skill Similarity

    60%

    A Relationship Manager shares 60% of core skills with a Financial Professional.

    Skills to develop to transition to this role

    Credit
    Retail Banking
    Business Relationship Management
    Commercial Banking
    Credit Risk
    Credit Analysis
    Team Leadership
    Management

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    Finance Associate
     Very Similar Skills
     Growing

    Skill Similarity

    86%

    A Finance Associate shares 86% of core skills with a Financial Professional.

    Skills to develop to transition to this role

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    Private Banker
     Fairly Similar Skills
     Growing

    Skill Similarity

    51%

    A Private Banker shares 51% of core skills with a Financial Professional.

    Skills to develop to transition to this role

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    Financial Planning Analyst
     Fairly Similar Skills
     Growing

    Skill Similarity

    56%

    A Financial Planning Analyst shares 56% of core skills with a Financial Professional.

    Skills to develop to transition to this role

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    Chief Financial Officer
     Fairly Similar Skills
     Growing

    Skill Similarity

    61%

    A Chief Financial Officer shares 61% of core skills with a Financial Professional.

    Skills to develop to transition to this role

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    High Value Skills to Build as a Financial Professional

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

    • Financial Advisory
    • Investments
    • Insurance
    • Business Development
    • Management
    • Team Leadership
    • Sales
    • Life Insurance
    • Forecasting
    • Variance Analysis
    • Management Accounting
    • Budgeting
    • International Financial Reporting Standards (IFRS)
    • Managerial Finance
    • Data Analysis
    • Financial Statements
    • Payroll
    • Accounts Receivable (AR)
    • Economics
    • Business Strategy

    Word Cloud of Skills to Build as a Financial Professional

    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 you need to be a Finance Manager?

    The most in-demand skills you need to become a Finance Manager are:

    • Budgeting
    • Payroll
    • Accounts Receivable (AR)
    • Forecasting
    • Economics
    • Management Accounting
    • Business Strategy
    • Management

    What skills do you need to be a Financial Planning Analyst?

    If you want to become a Financial Planning Analyst, you need to develop skills like Variance Analysis, Forecasting, Budgeting, Hyperion, Budgeting & Forecasting, Data Analysis, Data Analytics and SAP Products.

    What are some alternative careers to a Financial Professional?

    Similar professions and job titles to a Financial Professional are Private Banker, Chief Financial Officer, Financial Planning Analyst, Relationship Manager, Investment Advisor, Finance Associate, Finance Specialist and Finance Manager.

    What are some alternative careers a former Financial Professional should consider?

    Job titles that are especially common for a Financial Professional to move into include Investment Advisor, Financial Planning Analyst, Finance Specialist, Chief Financial Officer, Private Banker, Finance Manager, Relationship Manager and Finance Associate.

    What are some job titles that are similar to a Financial Professional?

    Jobs related to a Financial Professional are Financial Advisor, Financial Planner, Financial Representative, Financial Services Representative, Financial Director, Financial Services Professional and Financial Analyst.

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