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Jobs for Former Personal Financial Advisors

Personal Financial Advisors build complex problem solving, judgment and decision making and social perceptiveness skills that carry over to other work. Below are 25 careers ranked by how closely their skills match, with pay from BLS May 2025. The closest match is Financial Managers (88%).

Updated October 2026 · Data: O*NET 31.0 and BLS OEWS May 2025 · How we match careers

Skills you enjoy

Pick the skills you want to keep using. The list re-ranks.

Sorted by skill match.

25 careers that use your skills

  1. 88%
    Median pay
    $166,570
    Pay change
    +59%
    Extra educationNone
  2. 88%
    Median pay
    $166,570
    Pay change
    Not compared
    Pay for the broader BLS group “Financial Managers”
    Extra educationGraduate degree
  3. 87%
    Median pay
    $78,660
    Pay change
    −25%
    Extra educationNone
  4. 85%
    Median pay
    $101,860
    Pay change
    −3%
    Extra educationNone
  5. 85%
    Median pay
    $166,570
    Pay change
    Not compared
    Pay for the broader BLS group “Financial Managers”
    Extra educationNone
  6. 82%
    Median pay
    $149,230
    Pay change
    +42%
    Extra educationNone
  7. 81%
    Median pay
    $125,470
    Pay change
    +19%
    Extra educationNone
  8. 80%
    Median pay
    $148,270
    Pay change
    +41%
    Extra educationNone
  9. 78%
    Median pay
    $123,860
    Pay change
    +18%
    Extra educationNone
  10. 78%
    Median pay
    $149,280
    Pay change
    +42%
    Extra educationNone

Compared with Personal Financial Advisors, median $105,070. Skill match is our estimate (0–99) from O*NET 31.0 skills, knowledge, work activities and interests, adjusted for preparation and big pay drops. Pay: BLS OEWS May 2025, national median.

Your transferable skills

How important each skill is in work as personal financial advisors (O*NET importance, scale 1–5).

Complex Problem Solving3.62
Judgment and Decision Making3.62
Social Perceptiveness3.62
Service Orientation3.62
Persuasion3.38
Systems Analysis3.38

Skills to learn

The gaps that show up most often across your top 10 matches.

  • Management of Personnel Resources
  • Coordination
  • Management of Material Resources
  • Time Management

Free and low-cost training: use the CareerOneStop training finder below.

Your top 3 moves, up close

A concrete first step, the skills to add, and the hard parts of each job, from O*NET 31.0 education, training and work context data.

Financial Managers

88% skill match · $166,570 · +59% pay

First step

  • Most common education: Bachelor's Degree (56% of workers).
  • A certification can help.
  • On-the-job training: over 3 months, up to and including 6 months.

Skills to add

Management of Personnel Resources · Time Management · Coordination

Is this right for you?

  • Tight deadlines are common

Investment Fund Managers

88% skill match · $166,570 (broader BLS group)

First step

  • Most common education: Master's Degree (63% of workers).
  • Usually needs a graduate degree — more preparation than your current job.
  • On-the-job training: over 6 months, up to and including 1 year.

Skills to add

Management of Personnel Resources · Technology Design · Management of Material Resources

Is this right for you?

  • Tight deadlines are common
  • Mistakes can have serious consequences

Securities, Commodities, and Financial Services Sales Agents

87% skill match · $78,660 · −25% pay

First step

  • Most common education: Bachelor's Degree (55% of workers).
  • On-the-job training: over 3 months, up to and including 6 months.

Skills to add

Management of Personnel Resources · Programming

Is this right for you?

  • Tight deadlines are common

Similar roles in the same field

If you want to stay close to what you do now, these roles are the nearest.

Free help near you

Questions former personal financial advisors ask

What jobs can former personal financial advisors do?

The closest matches are Financial Managers (88% skill match, median $166,570), Investment Fund Managers (88% skill match, median $166,570) and Securities, Commodities, and Financial Services Sales Agents (87% skill match, median $78,660), based on O*NET 31.0 data and BLS May 2025 pay.

Which personal financial advisor career changes pay more?

Among the 25 matches, 13 pay more than personal financial advisors at the median. The biggest increases: Financial Managers (+59%, $166,570), Marketing Managers (+59%, $166,790) and Compensation and Benefits Managers (+42%, $149,230).

Do former personal financial advisors need another degree?

23 of the 25 matches usually need no more education than you have now, based on O*NET Job Zones. 2 usually need a graduate degree: Investment Fund Managers and Education Administrators, Postsecondary.

How is the skill match calculated?

We compare the importance of skills, knowledge, work activities and interests in O*NET 31.0 for your job and every other career, then adjust for extra preparation and big pay drops. The full method is on our Methodology page.

Keep exploring

Sources. Skills, tasks and education: O*NET 31.0 Database, U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under CC BY 4.0. Pay: U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2025. Data Sources & Licenses