Investment Advisor
Similar Professions

Alternative Careers and Similar Jobs to an Investment Advisor

As an Investment Advisor, 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
  • Vice President Of Investment
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    Alternative Careers
  • Wealth Manager
  • Financial Planner
  • Managing Director
  • Solutions Advisor
  • Financial Professional
  • Chief Investment Officer
  • Portfolio Manager
  • Investment Specialist
  • Vice President Financial Services
  • Investment Officer
  • Investment Director
  • Private Client Advisor
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    Similar Job Titles to an Investment Advisor

    These job titles are similar to the Investment Advisor role, and are often used interchangeably by companies. For example, some employers may refer to an Investment Advisor 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 an Investment Advisor.

    Skills to develop to transition to this role

    Business Development
    Management
    Corporate Finance
    Team Leadership
    Sales
    Retail Banking
    Business Strategy
    Strategic Planning

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    Wealth Management Advisor
     Extremely Similar Skills
     Growing

    Skill Similarity

    91%

    A Wealth Management Advisor shares 91% of core skills with an Investment Advisor.

    Skills to develop to transition to this role

    Private Banking
    Asset Allocation
    Asset Management
    Investment Banking
    Retail Banking
    Fixed Income
    Corporate Finance
    Credit

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    Vice President Of Investment
     Very Similar Skills
     Growing

    Skill Similarity

    90%

    A Vice President Of Investment shares 90% of core skills with an Investment Advisor.

    Skills to develop to transition to this role

    Asset Allocation
    Investment Strategies
    Securities
    Asset Management
    Alternative Investments
    Estate Planning
    Fixed Income
    Trading

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    Alternative Careers and Related Jobs For an Investment Advisor

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

    Wealth Manager
     Very Similar Skills
     Growing

    Skill Similarity

    89%

    A Wealth Manager shares 89% of core skills with an Investment Advisor.

    Skills to develop to transition to this role

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

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    Financial Planner
     Very Similar Skills
     Growing

    Skill Similarity

    88%

    A Financial Planner shares 88% of core skills with an Investment Advisor.

    Skills to develop to transition to this role

    Estate Planning
    Personal Financial Planning
    Sales
    General Insurance
    Wealth Accumulation
    Customer Service
    Estate Planning
    Investment Strategies

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    Managing Director
     Fairly Similar Skills
     Growing

    Skill Similarity

    52%

    A Managing Director shares 52% of core skills with an Investment Advisor.

    Skills to develop to transition to this role

    Business Strategy
    Negotiation
    Business Development
    Strategic Planning
    Management
    Sales Management
    Marketing Strategy
    Business Planning

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    Solutions Advisor
     Fairly Similar Skills
     Growing

    Skill Similarity

    67%

    A Solutions Advisor shares 67% of core skills with an Investment Advisor.

    Skills to develop to transition to this role

    Uniform Combined State Law
    Trading
    Salesforce.com
    Solution Selling
    Hold Series 7
    Software as a Service (SaaS)
    Cloud Computing
    Sales Process

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    Financial Professional
     Fairly Similar Skills
     Growing

    Skill Similarity

    70%

    A Financial Professional shares 70% of core skills with an Investment Advisor.

    Skills to develop to transition to this role

    Accounting
    Financial Accounting
    Financial Reporting
    Microsoft Access
    Accounts Payable
    Accounts Receivable (AR)
    Tax
    Management

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    Chief Investment Officer
     Fairly Similar Skills
     Opportunity

    Skill Similarity

    71%

    A Chief Investment Officer shares 71% of core skills with an Investment Advisor.

    Skills to develop to transition to this role

    Asset Management
    Alternative Investments
    Derivatives
    Hedge Funds
    Asset Allocation
    Investment Banking
    Fixed Income
    Investment Strategies

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    Portfolio Manager
     Fairly Similar Skills
     Opportunity

    Skill Similarity

    63%

    A Portfolio Manager shares 63% of core skills with an Investment Advisor.

    Skills to develop to transition to this role

    Financial Modeling
    Real Estate
    Asset Management
    Commercial Real Estate
    Fixed Income
    Business Development
    Strategy
    Investment Properties

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    Investment Specialist
     Fairly Similar Skills
     Opportunity

    Skill Similarity

    74%

    An Investment Specialist shares 74% of core skills with an Investment Advisor.

    Skills to develop to transition to this role

    Load skills
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    Vice President Financial Services
     Fairly Similar Skills
     Opportunity

    Skill Similarity

    67%

    A Vice President Financial Services shares 67% of core skills with an Investment Advisor.

    Skills to develop to transition to this role

    Load skills
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    Investment Officer
     Fairly Similar Skills
     Opportunity

    Skill Similarity

    63%

    An Investment Officer shares 63% of core skills with an Investment Advisor.

    Skills to develop to transition to this role

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    Investment Director
     Fairly Similar Skills
     Opportunity

    Skill Similarity

    73%

    An Investment Director shares 73% of core skills with an Investment Advisor.

    Skills to develop to transition to this role

    Load skills
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    Private Client Advisor
     Fairly Similar Skills
     Opportunity

    Skill Similarity

    77%

    A Private Client Advisor shares 77% of core skills with an Investment Advisor.

    Skills to develop to transition to this role

    Load skills
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    High Value Skills to Build as an Investment Advisor

    If you're an Investment 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 an Investment Advisor. Building these skills will set you up for the most number of the above careers.

    • Business Development
    • Management
    • Corporate Finance
    • Team Leadership
    • Sales
    • Retail Banking
    • Business Strategy
    • Strategic Planning
    • Private Banking
    • Asset Allocation
    • Asset Management
    • Investment Banking
    • Fixed Income
    • Credit
    • Wealth Management Services
    • Inheritance Tax Planning
    • Pension Funds
    • High Net Worth Individuals
    • Investment Strategies
    • Business Relationship Management

    Word Cloud of Skills to Build as an Investment 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 you need to be a Wealth Manager?

    Some skills that are common for an Investment Advisor transitioning into a Wealth Manager role are Wealth Management Services, Inheritance Tax Planning, Pension Funds, High Net Worth Individuals, Investment Strategies, Private Banking, Asset Management and Business Relationship Management.

    What are the skills required to become a Managing Director?

    If you want to become a Managing Director, you need to develop skills like Business Strategy, Negotiation, Business Development, Strategic Planning, Management, Sales Management, Marketing Strategy and Business Planning.

    What are similar professions an Investment Advisor can transition into?

    It's common for an Investment Advisor to become a Wealth Manager, Investment Specialist, Private Client Advisor, Solutions Advisor, Investment Director, Chief Investment Officer, Vice President Financial Services or Investment Officer.

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