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, 78% of Financial Adviser job descriptions contained financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
78%
financial advice
50%
independent financial advice
50%
bonus
23%
wealth management
23%
adviser
17%
financial services
17%
pensions
17%
investments
12%
investment
12%
holistic financial planning
12%
existing clients
12%
high net worth individuals
12%
hnw
12%
advisor
12%
back office
12%
advice
12%
financial advisory
6%
paraplanning
6%
annual reviews
6%
financial goals
6%
diplomas
6%
certified financial planner
6%
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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 Adviser skills and keywords or scan your CV to get a personalised score.