Career Overlap Occupation record
RecordJob

Where an investment adviser can go next

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

Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or free funds in securities such as stocks, bonds, mutual funds and exchange-traded funds to customers. Investment advisers serve individuals, households, families and owners of small companies.

Also known as financial and investment adviser, investment executive, corporate investment adviser, investment consultant, investment manager, investment advisor, RIA, investing director.

Professionals 48 skills on file 5 career moves 2 above 60% overlap Closest: investment analyst, 66%

Fig. 2 · Career map 5 nearest · ESCO v1.2.1
investment analyst 66% covered corporate investment banker 63% covered securities analyst 59% covered stock broker 57% covered insurance rating analyst 56% covered investment adviser You are here
  • 70% and above · short step
  • 50 to 70% · real move
  • Below 50% · substantial retraining
The 5 nearest destinations from investment adviser, 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 an investment adviser 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

An investment adviser 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
  • monitor bond market information skills
  • explain financial jargon communication, collaboration and creativity
  • assess risks of clients' assets information skills
  • advise on investment communication, collaboration and creativity
  • asset management business, administration and law
  • monitor stock market information skills
  • provide financial product information communication, collaboration and creativity
  • 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 an investment adviser does. The figure is how much of this job each one brings.

Index

Look up another occupation

Investment adviser 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 an investment adviser’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.