Career switch, measured
From Technical Sales Representative to Financial Advisor
Yes, it's a close move. Measured across current postings, the two roles have 51% skill overlap. Skills that carry over include Marketing, Sales, Microsoft Office, CRM; the main skills to add are Research, Excel, Risk management, CPA.
51%
skill overlap
250
open Financial Advisor postings read
Skills that carry over
Share of each role’s postings that ask for the skill.
SkillTechnical Sales RepresentativeFinancial Advisor
- Marketing45%34%
- Sales78%43%
- Microsoft Office34%21%
- CRM19%15%
- Communication39%30%
- Training and coaching24%30%
- Problem solving17%20%
- Leadership24%43%
Skills to add
Asked for often in Financial Advisor postings, rarely in Technical Sales Representative ones.
SkillTechnical Sales RepresentativeFinancial Advisor
- Research6%22%
- Excel7%19%
- Risk management–16%
- CPA–13%
- Accounting–12%
Prove it with a free skill badge:Excel,Risk management
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.