Personal Financial Advisors: where your skills can take you
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
Most common qualification in Australia: a bachelor degree (44% of workers, 2021 Census) · Australian median pay for Financial Investment Advisers and Managers: A$134,300 full-time (Jobs and Skills Australia) · Approved degree, the adviser exam and a supervised professional year, then ASIC registration
Job names and descriptions on this page come from the US government's job list (O*NET). Some use American words, for example "elementary school" for primary school.
Three moves that use what a personal financial advisor already knows
Ranked by how much of the job's skills and knowledge carries over. Each one says what the move usually costs in study.
Investment Fund Managers
🧰 Your current job already uses sound judgement, solving difficult problems, seeing how the parts of a system affect each other and judging how well a system is working.
🎓 A degree. More study than your current job. The most common level in the US is a master's degree or higher (67%).
🔎 Find degrees on Course Seeker ↗ (type the job's name there)
Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Securities, Commodities, and Financial Services Sales Agents
🧰 Your current job already uses sound judgement, reading people, solving difficult problems and bringing people around to an idea.
🎓 No more study. Your current level of study is usually enough. The most common level in the US is a bachelor's degree (61%).
🔎 Find degrees on Course Seeker ↗ (type the job's name there)
Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.
Credit Counselors
🧰 Your current job already uses looking after customers and clients, solving difficult problems, sound judgement and bringing people around to an idea.
🎓 No more study. Your current level of study is usually enough. The most common level in Australia is a bachelor degree (30%).
🔎 Find degrees on Course Seeker ↗ (type the job's name there)
Advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling.
These are the three closest moves. The full list holds 24. Answer four quick questions — how much more study, which field, what you want more of, where you live — and the list fits you. Subscribers can plan any move.
See all 24 moves →Take the free testData sources and licences
O*NET 30.3 — This service incorporates information from the O*NET 30.3 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. JobMatcha has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications.
ABS ANZSCO 2022 Australian Update — Australian occupation tags are derived from the Australian Bureau of Statistics ANZSCO 2022 Australian Update correspondence tables (ABS, © Commonwealth of Australia, licensed under CC BY 4.0), bridged to U.S. occupations via U.S. Bureau of Labor Statistics SOC crosswalks (public domain). Only high-confidence (>= 0.8) one-to-one chains are shown; other mappings are withheld as 'Australian data unavailable'.
Australian pay and shortage lines: Jobs and Skills Australia.