Career Paths From Personal Financial Advisors

Possible next moves, computed from skill overlap, O*NET occupational relatedness, preparation level, education, and pay — not a record of people who actually made these moves.

Financial ManagersCareer Change96.1% skill match
Personal Financial Advisors and Financial Managers share a similar Transferable Skills profile (96% match). Financial Managers is in a different occupational field, but draws on much of the same underlying skill set. Median salary is about 59% higher.
Current median salary
$105,070
Target median salary
$166,570
Current Job Zone
4
Target Job Zone
4
Securities, Commodities, and Financial Services Sales AgentsCareer Change97.8% skill match
Personal Financial Advisors and Securities, Commodities, and Financial Services Sales Agents share a similar Transferable Skills profile (98% match). Securities, Commodities, and Financial Services Sales Agents is in a different occupational field, but draws on much of the same underlying skill set. Median salary is about 25% lower.
Current median salary
$105,070
Target median salary
$78,660
Current Job Zone
4
Target Job Zone
4
Budget AnalystsLateral Move95.7% skill match
Personal Financial Advisors and Budget Analysts share a similar Transferable Skills profile (96% match). Budget Analysts sits at a similar preparation level, so this would be more of a lateral move. Median salary is about 13% lower.
Current median salary
$105,070
Target median salary
$91,640
Current Job Zone
4
Target Job Zone
4
Marketing ManagersCareer Change95.3% skill match
Personal Financial Advisors and Marketing Managers share a similar Transferable Skills profile (95% match). Marketing Managers is in a different occupational field, but draws on much of the same underlying skill set. Median salary is about 59% higher.
Current median salary
$105,070
Target median salary
$166,790
Current Job Zone
4
Target Job Zone
4
Sales ManagersCareer Change95.4% skill match
Personal Financial Advisors and Sales Managers share a similar Transferable Skills profile (95% match). Sales Managers is in a different occupational field, but draws on much of the same underlying skill set. Median salary is about 41% higher.
Current median salary
$105,070
Target median salary
$148,270
Current Job Zone
4
Target Job Zone
4
Credit AnalystsLateral Move97.3% skill match
Personal Financial Advisors and Credit Analysts share a similar Transferable Skills profile (97% match). Credit Analysts sits at a similar preparation level, so this would be more of a lateral move. Median salary is about 21% lower.
Current median salary
$105,070
Target median salary
$83,510
Current Job Zone
4
Target Job Zone
4
Compensation and Benefits ManagersCareer Change96.1% skill match
Personal Financial Advisors and Compensation and Benefits Managers share a similar Transferable Skills profile (96% match). Compensation and Benefits Managers is in a different occupational field, but draws on much of the same underlying skill set. Median salary is about 42% higher.
Current median salary
$105,070
Target median salary
$149,230
Current Job Zone
4
Target Job Zone
4
Fundraising ManagersCareer Change95.3% skill match
Personal Financial Advisors and Fundraising Managers share a similar Transferable Skills profile (95% match). Fundraising Managers is in a different occupational field, but draws on much of the same underlying skill set. Median salary is about 19% higher.
Current median salary
$105,070
Target median salary
$125,470
Current Job Zone
4
Target Job Zone
4
Advertising and Promotions ManagersCareer Change95.1% skill match
Personal Financial Advisors and Advertising and Promotions Managers share a similar Transferable Skills profile (95% match). Advertising and Promotions Managers is in a different occupational field, but draws on much of the same underlying skill set. Median salary is about 27% higher.
Current median salary
$105,070
Target median salary
$133,660
Current Job Zone
4
Target Job Zone
4
Compensation, Benefits, and Job Analysis SpecialistsLateral Move97.5% skill match
Personal Financial Advisors and Compensation, Benefits, and Job Analysis Specialists share a similar Transferable Skills profile (97% match). Compensation, Benefits, and Job Analysis Specialists sits at a similar preparation level, so this would be more of a lateral move. Median salary is about 26% lower.
Current median salary
$105,070
Target median salary
$78,210
Current Job Zone
4
Target Job Zone
4
Insurance UnderwritersLateral Move96.1% skill match
Personal Financial Advisors and Insurance Underwriters share a similar Transferable Skills profile (96% match). Insurance Underwriters sits at a similar preparation level, so this would be more of a lateral move. Median salary is about 23% lower.
Current median salary
$105,070
Target median salary
$81,370
Current Job Zone
4
Target Job Zone
4
Training and Development SpecialistsLateral Move95.3% skill match
Personal Financial Advisors and Training and Development Specialists share a similar Transferable Skills profile (95% match). Training and Development Specialists sits at a similar preparation level, so this would be more of a lateral move. Median salary is about 34% lower.
Current median salary
$105,070
Target median salary
$69,280
Current Job Zone
4
Target Job Zone
4
LawyersCareer Change95.4% skill match
Personal Financial Advisors and Lawyers share a similar Transferable Skills profile (95% match). Lawyers is in a different occupational field, but draws on much of the same underlying skill set. Job Zone is higher (5 vs 4). Median salary is about 52% higher.
Current median salary
$105,070
Target median salary
$159,670
Current Job Zone
4
Target Job Zone
5
Public Relations SpecialistsCareer Change95% skill match
Personal Financial Advisors and Public Relations Specialists share a similar Transferable Skills profile (95% match). Public Relations Specialists is in a different occupational field, but draws on much of the same underlying skill set. Median salary is about 29% lower.
Current median salary
$105,070
Target median salary
$74,750
Current Job Zone
4
Target Job Zone
4
DermatologistsCareer Change94.8% skill match
Personal Financial Advisors and Dermatologists share a similar Transferable Skills profile (95% match). Dermatologists is in a different occupational field, but draws on much of the same underlying skill set. Job Zone is higher (5 vs 4). Median salary is about 213% higher.
Current median salary
$105,070
Target median salary
$328,730
Current Job Zone
4
Target Job Zone
5

Computed from O*NET Transferable Skills, occupational relatedness and Job Zone data, plus BLS wage and projections data. Categories (Advancement / Lateral Move / Career Change) are derived algorithmically, not self-reported career histories.