Financial Services Representative
Similar Professions

Alternative Careers and Similar Jobs to a Financial Services Representative

As a Financial Services Representative, 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 Services Professional
  • Financial Representative
  • Financial Planner
  • Financial Services Officer
  • Financial Professional
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    Alternative Careers
  • Relationship Banker
  • Investment Advisor
  • Personal Banker
  • Relationship Manager
  • Banker
  • Client Service Representative
  • Universal Banker
  • Lending Specialist
  • Member Service Representative
  • Unlock all suggestions

    Similar Job Titles to a Financial Services Representative

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

    Financial Advisor
     Fairly Similar Skills
    ★  Very Popular

    Skill Similarity

    67%

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

    Skills to develop to transition to this role

    Financial Advisory
    Insurance
    Business Development
    Management
    Corporate Finance
    Life Insurance
    Wealth Management
    Retirement Planning

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    Financial Services Professional
     Fairly Similar Skills
     Growing

    Skill Similarity

    74%

    A Financial Services Professional shares 74% of core skills with a Financial Services Representative.

    Skills to develop to transition to this role

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

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    Financial Representative
     Fairly Similar Skills
     Growing

    Skill Similarity

    76%

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

    Skills to develop to transition to this role

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

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    Financial Planner
     Fairly Similar Skills
     Growing

    Skill Similarity

    56%

    A Financial Planner shares 56% of core skills with a Financial Services Representative.

    Skills to develop to transition to this role

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

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    Financial Services Officer
     Fairly Similar Skills
     Growing

    Skill Similarity

    70%

    A Financial Services Officer shares 70% of core skills with a Financial Services Representative.

    Skills to develop to transition to this role

    Loan Origination
    Tax Preparation
    Life Insurance
    Notary
    Insurance
    Loan Servicing
    Cross Selling
    Commercial Lending

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    Financial Professional
     Fairly Similar Skills
     Growing

    Skill Similarity

    75%

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

    Skills to develop to transition to this role

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    Alternative Careers and Related Jobs For a Financial Services Representative

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

    Relationship Banker
     Fairly Similar Skills
     Growing

    Skill Similarity

    74%

    A Relationship Banker shares 74% of core skills with a Financial Services Representative.

    Skills to develop to transition to this role

    Cross Selling
    Commercial Banking
    Small Business Lending
    Series 6
    Deposits
    Personal Banking
    Branch Banking
    Business Relationship Management

    Load more skills
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    Investment Advisor
     Fairly Similar Skills
     Growing

    Skill Similarity

    58%

    An Investment Advisor shares 58% of core skills with a Financial Services Representative.

    Skills to develop to transition to this role

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

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    Personal Banker
     Fairly Similar Skills
     Growing

    Skill Similarity

    73%

    A Personal Banker shares 73% of core skills with a Financial Services Representative.

    Skills to develop to transition to this role

    Cross Selling
    Personal Banking
    Branch Banking
    Business Relationship Management
    Customer Relationship Management (CRM)
    Business Development
    Sales Management
    Microsoft Access

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    Explore this career profile See all Personal Banker skills
    Relationship Manager
     Fairly Similar Skills
     Growing

    Skill Similarity

    71%

    A Relationship Manager shares 71% of core skills with a Financial Services Representative.

    Skills to develop to transition to this role

    Business Relationship Management
    Commercial Banking
    Credit Risk
    Management
    Corporate Finance
    Customer Relationship Management (CRM)
    Financial Risk
    Private Banking

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    Banker
     Fairly Similar Skills
     Growing

    Skill Similarity

    77%

    A Banker shares 77% of core skills with a Financial Services Representative.

    Skills to develop to transition to this role

    Financial Markets
    Private Banking
    Corporate Finance
    Investment Banking
    Credit Risk
    Business Planning
    Commercial Banking
    Wealth Management

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    Client Service Representative
     Fairly Similar Skills
     Growing

    Skill Similarity

    50%

    A Client Service Representative shares 50% of core skills with a Financial Services Representative.

    Skills to develop to transition to this role

    Load skills
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    Universal Banker
     Fairly Similar Skills
     Growing

    Skill Similarity

    66%

    An Universal Banker shares 66% of core skills with a Financial Services Representative.

    Skills to develop to transition to this role

    Load skills
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    Lending Specialist
     Fairly Similar Skills
     Growing

    Skill Similarity

    65%

    A Lending Specialist shares 65% of core skills with a Financial Services Representative.

    Skills to develop to transition to this role

    Load skills
    See all Lending Specialist skills
    Member Service Representative
     Fairly Similar Skills
     Growing

    Skill Similarity

    68%

    A Member Service Representative shares 68% of core skills with a Financial Services Representative.

    Skills to develop to transition to this role

    Load skills
    Explore this career profile See all Member Service Representative skills

    High Value Skills to Build as a Financial Services Representative

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

    • Financial Advisory
    • Insurance
    • Business Development
    • Management
    • Corporate Finance
    • Life Insurance
    • Wealth Management
    • Retirement Planning
    • Cross Selling
    • Commercial Banking
    • Small Business Lending
    • Series 6
    • Deposits
    • Personal Banking
    • Branch Banking
    • Business Relationship Management
    • Investment Strategies
    • Equities
    • Asset Management
    • Investment Advisory

    Word Cloud of Skills to Build as a Financial Services Representative

    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 are the skills required to become a Personal Banker?

    Some skills that are common for a Financial Services Representative transitioning into a Personal Banker role are Cross Selling, Personal Banking, Branch Banking, Business Relationship Management, Customer Relationship Management (CRM), Business Development, Sales Management and Microsoft Access.

    What skills do you need to be a Lending Specialist?

    Some skills that are common for a Financial Services Representative transitioning into a Lending Specialist role are Loan Origination, Loan Servicing, Underwriting, Commercial Lending, Commercial Banking, Refinance, Residential Mortgages and Credit Risk.

    What are similar professions a Financial Services Representative can transition into?

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

    • Client Service Representative
    • Universal Banker
    • Lending Specialist
    • Investment Advisor
    • Relationship Banker
    • Member Service Representative
    • Personal Banker
    • Banker

    What are the best jobs for a former Financial Services Representative?

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

    • Relationship Banker
    • Client Service Representative
    • Personal Banker
    • Relationship Manager
    • Universal Banker
    • Lending Specialist
    • Member Service Representative
    • Investment Advisor

    What are examples of job titles that are related to a Financial Services Representative?

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

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