How people get into Financial and Investment Analysts

What it takes to do this work

We do not hold a licence requirement for this one. That usually means the route in is hiring and training rather than a classroom, but we would rather tell you we cannot see one than promise there is nothing to it.

The jobs people hold first

These are the jobs people hold before moving into this one. Doing one of them is not the only way in, and it is not a requirement. It is the route the data can actually see.

Work people come from	Typical pay	Step up	Evidence
Accountants and Auditors Needs: Certified Public Accountant I do this now →	$79,290	+$1,180	Named career step
Insurance Sales Agents Needs: Insurance Producer License I do this now →	$65,710	+$14,760	Related work
Market Research Analysts and Marketing Specialists No licence we can see I do this now →	$65,200	+$15,270	Related work
Securities, Commodities, and Financial Services Sales Agents Needs: FINRA Series 63, FINRA Series 7 I do this now →	$65,740	+$14,730	Related work
Loan Officers No licence we can see I do this now →	$74,790	+$5,680	Related work
Insurance Underwriters No licence we can see I do this now →	$79,280	+$1,190	Related work
Real Estate Brokers No licence we can see I do this now →	$77,200	+$3,270	Related work
Credit Analysts No licence we can see I do this now →	$69,960	+$10,510	Related work

Named career step Lightcast lists this as a career step from your kind of work, based on the skills the two jobs share and what local employers hire for. It is the strongest signal we have, though it is not a record of individual people moving.

Related work The federal O*NET occupation index lists this as related to your kind of work, because the two share skills and day-to-day activities. It is a match on the work itself, not a record of people moving between them.

We keep those labels apart because they are different strength claims, and none of them means we watched individual people make the move.

Routes that already pay more than financial and investment analysts are left out, because those are side moves rather than ways in. So are routes needing more schooling than you told us about.

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