As a Financial 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.
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.
A Wealth Management Advisor shares 93% of core skills with a Financial Advisor.
A Financial Planner shares 92% of core skills with a Financial Advisor.
An Investment Advisor shares 92% of core skills with a Financial Advisor.
A Private Client Advisor shares 72% of core skills with a Financial Advisor.
A Financial Professional shares 80% of core skills with a Financial Advisor.
A Financial Representative shares 76% of core skills with a Financial Advisor.
A Solutions Advisor shares 66% of core skills with a Financial Advisor.
A Financial Services Professional shares 72% of core skills with a Financial Advisor.
A Financial Services Representative shares 67% of core skills with a Financial Advisor.
A Vice President Financial Services shares 65% of core skills with 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.
A Wealth Manager shares 86% of core skills with a Financial Advisor.
A Vice President Of Investment shares 84% of core skills with a Financial Advisor.
A Portfolio Manager shares 51% of core skills with a Financial Advisor.
A Wealth Management Associate shares 74% of core skills with a Financial Advisor.
A Client Service Associate shares 62% of core skills with 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.
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.
The most in-demand skills you need to become a Client Service Associate are:
As a Financial Advisor trying to become a Wealth Manager, you should develop skills like:
Here is a list of alternative careers and related jobs for a Financial Advisor:
Here is a list of jobs a former a Financial Advisor could consider moving to:
Job titles that are related to a Financial Advisor are:
Thank you for the checklist! I realized I was making so many mistakes on my resume that I've now fixed. I'm much more confident in my resume now.
