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

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Financial Advisor Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Financial Advisor role. We ranked the top skills based on the percentage of Financial Advisor job descriptions they appeared on. For example, 60% of Financial Advisor job descriptions contained financial advice as a required skill.

Keywords / Skills

Popularity

financial advice
60%
high net worth individuals
40%
investments
40%
wealth management
40%
financial planning
40%
investment
40%
independent financial advice
20%
annual reviews
20%
financial services
20%
pensions
20%
holistic financial planning
20%
advisor
20%
certified financial planner
20%
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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.


Do you want
more job interviews?

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