Retail Financial Advisor Skills you Need for your CV and Career in Financial Services

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Retail Financial Advisor Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Retail Financial Advisor role. We ranked the top skills based on the percentage of Retail Financial Advisor job descriptions they appeared on. For example, 83% of Retail Financial Advisor job descriptions contained financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
83%
financial advice
73%
financial services
63%
investments
60%
pensions
58%
independent financial advice
23%
leadership
20%
sales management
20%
debt
5%
hybrid working
5%
flexibility
5%
financial
5%
customer advisor
5%
call centre
5%
wealth planner
3%
independent financial adviser
3%
ifa
3%
financial planner
3%
financial adviser
3%
investment
3%
holistic financial planning
3%
estate planning
3%
pension schemes
3%
field sales
3%
customer service
3%
client meetings
3%
business development
3%
hnw
3%
advice
3%

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.


Do you want
more job interviews?

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