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, 67% of Financial Adviser job descriptions contained financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
67%
independent financial advice
67%
financial data
34%
wealth management
34%
financial services
34%
financial advice
34%
research
34%
planner
34%
negotiation
34%
guidance
34%
financial guidance
34%
administrative support
34%
finance
34%
cash management
34%
adviser
34%
advice
34%
financial planners
34%
existing clients
34%
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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.