Career Overlap Occupation record Edition 1 · ESCO v1.2.1
RecordOccupation

Where a investment adviser can go next

5 destinations recorded, ranked by how much of the target role a 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.

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

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
Fig. 2 — the 5 nearest destinations from investment adviser. Distance from the centre is how much retraining the move takes; the figure on each is how much of that role a investment adviser already covers. All 5 are listed in the tables below.
  • 70% and above · short step
  • 50 to 70% · real move
  • Below 50% · substantial retraining
Table 1
Index

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

Note

How these figures were compiled

Coverage is the share of the target role’s weighted skill requirement a investment adviser already meets, counting required skills in full and supplementary ones at 0.35. 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.