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, 75% of Financial Adviser job descriptions contained financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
75%
independent financial advice
50%
advice
50%
financial advice
50%
financial guidance
25%
retirement planning
25%
pensions
25%
wealth management
25%
financial services
25%
research
25%
planner
25%
negotiation
25%
guidance
25%
administrative support
25%
financial data
25%
finance
25%
cash management
25%
adviser
25%
financial planners
25%
existing clients
25%

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.