Jobs Similar to Personal Financial Advisors
The careers below use the most similar skills, knowledge and work activities to personal financial advisors, according to O*NET 31.0. The closest are Securities, Commodities, and Financial Services Sales Agents, Credit Counselors and Investment Fund Managers.
Personal Financial Advisors: $105,070 median pay · usual preparation: Bachelor's degree.
Updated October 2026 · Data: O*NET 31.0 and BLS OEWS May 2025 · How we match careers
The 20 most similar careers
| # | Career | Similarity | Median pay (vs. Personal Financial Advisors) | Usual preparation |
|---|---|---|---|---|
| 1 | Securities, Commodities, and Financial Services Sales Agents | 86% | $78,660−25% | Bachelor's degree |
| 2 | Credit CounselorsSame group | 85% | $52,230−50% | Bachelor's degree |
| 3 | Investment Fund Managers | 83% | $166,570Broader BLS group · not compared | Graduate degree |
| 4 | Compensation, Benefits, and Job Analysis Specialists | 83% | $78,210−26% | Bachelor's degree |
| 5 | Loan OfficersSame group | 83% | $76,690−27% | Bachelor's degree |
| 6 | Insurance UnderwritersSame group | 82% | $81,370−23% | Bachelor's degree |
| 7 | Compensation and Benefits Managers | 82% | $149,230+42% | Bachelor's degree |
| 8 | Financial Managers | 81% | $166,570+59% | Bachelor's degree |
| 9 | Loan Interviewers and Clerks | 81% | $50,020−52% | Training or associate |
| 10 | Fundraisers | 81% | $72,550−31% | Bachelor's degree |
| 11 | Management Analysts | 81% | $101,860−3% | Bachelor's degree |
| 12 | Fundraising Managers | 81% | $125,470+19% | Bachelor's degree |
| 13 | Credit AnalystsSame group | 81% | $83,510−21% | Bachelor's degree |
| 14 | Accountants and AuditorsSame group | 81% | $83,680−20% | Bachelor's degree |
| 15 | Treasurers and Controllers | 81% | $166,570Broader BLS group · not compared | Bachelor's degree |
| 16 | Tax Examiners and Collectors, and Revenue AgentsSame group | 80% | $62,370−41% | Training or associate |
| 17 | Credit Authorizers, Checkers, and Clerks | 80% | $50,080−52% | High school |
| 18 | Sales Managers | 80% | $148,270+41% | Bachelor's degree |
| 19 | Market Research Analysts and Marketing Specialists | 80% | $78,760−25% | Bachelor's degree |
| 20 | Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel | 80% | $69,990−33% | High school |
- 1Securities, Commodities, and Financial Services Sales Agents
86% similar · $78,660 (−25%) · Bachelor's degree
- 2Credit Counselors
85% similar · $52,230 (−50%) · Bachelor's degree · Same group
- 3Investment Fund Managers
83% similar · $166,570 (broader group) · Graduate degree
- 4Compensation, Benefits, and Job Analysis Specialists
83% similar · $78,210 (−26%) · Bachelor's degree
- 5Loan Officers
83% similar · $76,690 (−27%) · Bachelor's degree · Same group
- 6Insurance Underwriters
82% similar · $81,370 (−23%) · Bachelor's degree · Same group
- 7Compensation and Benefits Managers
82% similar · $149,230 (+42%) · Bachelor's degree
- 8Financial Managers
81% similar · $166,570 (+59%) · Bachelor's degree
- 9Loan Interviewers and Clerks
81% similar · $50,020 (−52%) · Training or associate
- 10Fundraisers
81% similar · $72,550 (−31%) · Bachelor's degree
- 11Management Analysts
81% similar · $101,860 (−3%) · Bachelor's degree
- 12Fundraising Managers
81% similar · $125,470 (+19%) · Bachelor's degree
- 13Credit Analysts
81% similar · $83,510 (−21%) · Bachelor's degree · Same group
- 14Accountants and Auditors
81% similar · $83,680 (−20%) · Bachelor's degree · Same group
- 15Treasurers and Controllers
81% similar · $166,570 (broader group) · Bachelor's degree
- 16Tax Examiners and Collectors, and Revenue Agents
80% similar · $62,370 (−41%) · Training or associate · Same group
- 17Credit Authorizers, Checkers, and Clerks
80% similar · $50,080 (−52%) · High school
- 18Sales Managers
80% similar · $148,270 (+41%) · Bachelor's degree
- 19Market Research Analysts and Marketing Specialists
80% similar · $78,760 (−25%) · Bachelor's degree
- 20Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
80% similar · $69,990 (−33%) · High school
Similarity: weighted correlation of O*NET 31.0 transferable skills (35%), knowledge (25%), work activities (15%) and interests (15%). Pay and schooling do not change it. Pay change compares BLS May 2025 national medians; careers with only a broader BLS group wage are not compared. “Same group”: the same BLS occupation group (SOC minor group). Methodology
Similar jobs that pay more
Only careers that usually need no more preparation than personal financial advisors.
Similar jobs that need less preparation
- Loan Interviewers and Clerks81% similar · Training or associate
- Tax Examiners and Collectors, and Revenue Agents80% similar · Training or associate
- Credit Authorizers, Checkers, and Clerks80% similar · High school
- Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel80% similar · High school
Thinking of a career change?
Similar is not the same as a good next step. Our career-change list for personal financial advisors also weighs pay drops and extra schooling, and puts jobs outside the field first.
Jobs that can lead here
Careers where personal financial advisors is one of the best career-change matches (match score in brackets).
- Securities, Commodities, and Financial Services Sales Agents (96)
- Investment Fund Managers (90)
- Fundraisers (88)
- Insurance Sales Agents (88)
- Treasurers and Controllers (88)
- Market Research Analysts and Marketing Specialists (84)
- Compensation, Benefits, and Job Analysis Specialists (83)
- Actuaries (81)
- Fundraising Managers (81)
- Management Analysts (81)
Questions about jobs like personal financial advisors
What jobs are most similar to personal financial advisors?
By O*NET 31.0 data, the closest are Securities, Commodities, and Financial Services Sales Agents (86% similar), Credit Counselors (85% similar), Investment Fund Managers (83% similar), Compensation, Benefits, and Job Analysis Specialists (83% similar) and Loan Officers (83% similar).
Which jobs like personal financial advisors pay more?
Among the 20 most similar careers, Financial Managers ($166,570, +59%; usually a bachelor's degree), Compensation and Benefits Managers ($149,230, +42%; usually a bachelor's degree) and Sales Managers ($148,270, +41%; usually a bachelor's degree) have the highest BLS median pay compared with personal financial advisors ($105,070). Without more preparation than personal financial advisors usually need: Financial Managers, Compensation and Benefits Managers and Sales Managers.
How is the similarity percentage worked out?
We compare how important each transferable skill, knowledge area, work activity and interest area is in both jobs (O*NET 31.0 ratings) with a weighted correlation. 100% would mean the same profile. Unlike our career-change matches, pay and extra schooling do not lower the similarity on this page.