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

Share

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%
financial advice
50%
independent financial advice
45%
wealth management
25%
adviser
20%
bonus
20%
advice
15%
hnw
15%
financial services
15%
pensions
15%
back office
10%
investment
10%
holistic financial planning
10%
existing clients
10%
investments
10%
high net worth individuals
10%
advisor
10%
paraplanning
5%
annual reviews
5%
financial advisory
5%
financial goals
5%
diplomas
5%
certified financial planner
5%
Export

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 Financial Adviser skills and keywords or scan your CV to get a personalised score.