Career Overlap Occupation record
RecordJob

Where a financial planner can go next

5 destinations recorded, ranked by how much of the target role a financial planner already meets. The closer to the top of Table 1, the less there is to learn.

Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.

Also known as financial adviser, personal banker, independent financial adviser, financial planning practitioner, personal financial adviser, personal financial planner, wealth adviser.

Professionals 67 skills on file 5 career moves 5 above 60% overlap Closest: securities broker, 78%

Fig. 2 · Career map 5 nearest · ESCO v1.2.1
securities broker 78% covered financial broker 76% covered financial trader 74% covered stock broker 70% covered mutual fund broker 67% covered financial planner You are here
  • 70% and above · short step
  • 50 to 70% · real move
  • Below 50% · substantial retraining
The 5 nearest destinations from financial planner, each one a link to that move’s record. Distance from the centre is how much retraining the move takes; the figure on each is how much of that role a financial planner already covers. All 5 are listed in the tables below.
Table 1

Table 1 · Within reach

Table 2

Table 2 · What the job itself asks for

A financial planner needs 23 required skills and areas of knowledge. These 10 are the ones fewest other jobs share, so they say the most about the work.

Required skill Area
  • analyse the credit history of potential customers information skills
  • maintain credit history of clients information skills
  • assess risks of clients' assets information skills
  • budget for financial needs management skills
  • offer financial services communication, collaboration and creativity
  • provide financial product information communication, collaboration and creativity
  • investment analysis business, administration and law
  • modern portfolio theory business, administration and law
  • provide support in financial calculation information skills
  • synthesise financial information information skills
Table 3

Table 3 · Jobs that lead here

The reverse view: occupations whose skills already cover much of what a financial planner does. The figure is how much of this job each one brings.

Index

Look up another occupation

Financial planner is filed under Professionals, ISCO major group 2. The full index lists all ten groups.

Note

How these figures were compiled

Overlap is how much of the target role is already part of a financial planner’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.