Where a financial broker can go next
5 destinations recorded, ranked by how much of the target role a financial broker already meets. The closer to the top of Table 1, the less there is to learn.
Financial brokers undertake financial market activities on behalf of their clients. They monitor securities, financial documentation of their clients, market trends and conditions and other legal requirements. They plan buying and selling activities and calculate transactions costs.
Also known as financial services broker, financial services adviser, finance adviser, finance broker, financial services manager, broker.
Technicians and associate professionals 30 skills on file 5 career moves 3 above 60% overlap Closest: securities broker, 72%
- 70% and above · short step
- 50 to 70% · real move
- Below 50% · substantial retraining
Table 2 · What the job itself asks for
A financial broker needs 16 required skills and areas of knowledge. These 10 are the ones fewest other jobs share, so they say the most about the work.
- trade securities communication, collaboration and creativity
- provide financial product information communication, collaboration and creativity
- synthesise financial information information skills
- financial jurisdiction business, administration and law
- protect client interests communication, collaboration and creativity
- actuarial science natural sciences, mathematics and statistics
- financial products business, administration and law
- securities business, administration and law
- create a financial plan management skills
- economics social sciences, journalism and information
Table 3 · Jobs that lead here
The reverse view: occupations whose skills already cover much of what a financial broker does. The figure is how much of this job each one brings.
- securities broker 79% covered · difficulty 21.7
- stock broker 79% covered · difficulty 21.7
- financial planner 76% covered · difficulty 25.7
- financial trader 76% covered · difficulty 24.9
- securities underwriter 69% covered · difficulty 31.1
- stock trader 69% covered · difficulty 31.3
- relationship banking manager 59% covered · difficulty 40.6
- bank account manager 58% covered · difficulty 41.9
- bank teller 58% covered · difficulty 41.3
- bank treasurer 58% covered · difficulty 41.9
Look up another occupation
Financial broker is filed under Technicians and associate professionals, ISCO major group 3. The full index lists all ten groups.
How these figures were compiled
Overlap is how much of the target role is already part of a financial broker’s work. It is directional: the figure for the reverse move differs. Every entry above opens the full comparison for that move: what carries over, what is missing, and where to start. The full method.