As a Financial Planner, 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 Planner role, and are often used interchangeably by companies. For example, some employers may refer to a Financial Planner as either a Financial Advisor or a Wealth Management Advisor.
A Financial Advisor shares 92% of core skills with a Financial Planner.
A Wealth Management Advisor shares 95% of core skills with a Financial Planner.
A Director Of Financial Planning shares 83% of core skills with a Financial Planner.
Here is a list of possible career transitions and similar professions a typical Financial Planner often moves into, within or outside their industry.
A Wealth Manager shares 85% of core skills with a Financial Planner.
An Investment Advisor shares 88% of core skills with a Financial Planner.
A Paraplanner shares 82% of core skills with a Financial Planner.
A Financial Representative shares 73% of core skills with a Financial Planner.
If you're a Financial Planner 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 Planner. 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.
If you want to become a Financial Representative, you need to develop skills like Accounting, Financial Analysis, Microsoft Access, Money Management, Business Control, Financial Accounting, Administration and Financial Reporting.
The most in-demand skills you need to become an Investment Advisor are:
Job titles that are especially common for a Financial Planner to move into include Investment Advisor, Wealth Manager, Financial Representative and Paraplanner.
Here is a list of alternative careers and related jobs for a Financial Planner:
Job titles that are related to a Financial Planner are:
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