Career switch, measured
From Sales Development Representative to Financial Advisor
Yes, it's a close move. Measured across current postings, the two roles have 54% skill overlap. Skills that carry over include Marketing, Sales, Research, CRM; the main skills to add are Microsoft Office, Excel, Regulatory compliance, Risk management.
54%
skill overlap
250
open Financial Advisor postings read
Skills that carry over
Share of each role’s postings that ask for the skill.
SkillSales Development RepresentativeFinancial Advisor
- Marketing61%34%
- Sales97%43%
- Research45%22%
- CRM46%15%
- Communication41%30%
- Training and coaching24%30%
- Salesforce52%11%
- Customer success13%10%
Skills to add
Asked for often in Financial Advisor postings, rarely in Sales Development Representative ones.
SkillSales Development RepresentativeFinancial Advisor
- Microsoft Office10%21%
- Excel7%19%
- Regulatory compliance–18%
- Risk management–16%
- CPA–13%
- Accounting–12%
Prove it with a free skill badge:Excel,
Plan your move to Financial Advisor
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