Has anyone made the transition from financial advisor to financial analyst role? (Currently Licensed with 7/66/insurance)
I’m looking to move away from client-facing roles or long commute and toward WFH, more analytical.

Will my 6yrs experience in advising (7.5YOE in financial institution overall) translate well for an application? Or what other coursework or resources should I be using to build my resume?
Open to other fitting role suggestions also.

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I started as an advisor for 3 years and moved to a research role (currently a deputy CIO).

I think it depends on a couple of things:

1) what kind of analyst? Getting into stock research will be harder to pivot toward than manager research. If you want the former, you may need to go to an MBA program to make the pivot. If the latter, you can probably show your commitment to the pivot by enrolling in CFA program.
2) Not knowing your circumstance, you may need to prepare yourself for a pay cut. Front of house typically makes more than the investment team except at the most senior levels.

I’d also consider interviewing with some smaller RIAs where you could bring your book of business (which would pay for you) but expressing your interest in being more the investment lead than the planning lead and partnering with other advisors to service clients. There are a lot of advisors that would prefer to focus on planning and client management over investments and might be open to a team approach.

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This is all excellent advice and good things to consider, OP. Be aware as well that many people are seeking WFH opportunities, so expect more than a bit of competition during your search. The more qualified you can get before starting, the better.

Financial analyst meaning what? FP&A?

Do you have your CFA? If so, then you should be kosher.

I do not, unfortunately!

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