Career switch, measured
From Actuary to Financial Advisor
Yes, it's a realistic move with some upskilling. Measured across current postings, the two roles have 41% skill overlap. Skills that carry over include Leadership, Risk management, Research, Training and coaching; the main skills to add are Sales, Marketing, CRM, CPA.
41%
skill overlap
250
open Financial Advisor postings read
Skills that carry over
Share of each role’s postings that ask for the skill.
SkillActuaryFinancial Advisor
- Leadership49%43%
- Risk management39%16%
- Research32%22%
- Training and coaching29%30%
- Excel48%19%
- Communication32%30%
- Problem solving24%20%
- Market research7%6%
Skills to add
Asked for often in Financial Advisor postings, rarely in Actuary ones.
SkillActuaryFinancial Advisor
- Sales5%43%
- Marketing11%34%
- CRM–15%
- CPA–13%
- Accounting5%12%
- Customer service–12%
- Salesforce–11%
- Customer success–10%
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Plan your move to Financial Advisor
The Career Gap Analyzer compares your own resume with Financial Advisor jobs and lays out the skills to close, free.