Financial Adviser Skills you Need for your CV and Career in Financial Services

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Financial Adviser Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Financial Adviser role. We ranked the top skills based on the percentage of Financial Adviser job descriptions they appeared on. For example, 80% of Financial Adviser job descriptions contained financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
80%
financial planners
40%
independent financial advice
40%
advice
40%
financial advice
40%
financial guidance
20%
retirement planning
20%
pensions
20%
wealth management
20%
financial services
20%
research
20%
planner
20%
negotiation
20%
guidance
20%
administrative support
20%
financial data
20%
finance
20%
cash management
20%
adviser
20%
existing clients
20%

While these keywords are a good start, remember that every job is different. Instead of including all these keywords on your CV, identify the keywords most relevant to the job you're applying to and include those. For the best chance of success use our CV keyword scanner tool to help with this.

Including the right keywords in your CV will help you get past Applicant Tracking Systems (ATS) and win more job interviews from employers and recruiters.


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Improve your CV's success rate by using these Financial Adviser skills and keywords or scan your CV to get a personalised score.