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.
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.
A Financial Advisor shares 92% of core skills with an Investment Advisor.
A Wealth Management Advisor shares 91% of core skills with an Investment Advisor.
A Vice President Of Investment shares 90% of core skills with 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.
A Wealth Manager shares 89% of core skills with an Investment Advisor.
A Financial Planner shares 88% of core skills with an Investment Advisor.
A Managing Director shares 52% of core skills with an Investment Advisor.
A Solutions Advisor shares 67% of core skills with an Investment Advisor.
A Financial Professional shares 70% of core skills with an Investment Advisor.
A Chief Investment Officer shares 71% of core skills with an Investment Advisor.
A Portfolio Manager shares 63% of core skills with an Investment Advisor.
An Investment Specialist shares 74% of core skills with an Investment Advisor.
A Vice President Financial Services shares 67% of core skills with an Investment Advisor.
An Investment Officer shares 63% of core skills with an Investment Advisor.
An Investment Director shares 73% of core skills with an Investment Advisor.
A Private Client Advisor shares 77% of core skills with 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.
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.
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.
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.
Below are the most common career transitions for an Investment Advisor
Here is a list of alternative careers and related jobs for an Investment Advisor:
Job titles that are related to an Investment Advisor are:
