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, 67% of Financial Advisor job descriptions contained financial advice as a required skill.

Keywords / Skills

Popularity

financial advice
67%
high net worth individuals
34%
investments
34%
wealth management
34%
financial planning
34%
investment
34%
independent financial advice
17%
annual reviews
17%
financial services
17%
pensions
17%
holistic financial planning
17%
advisor
17%
certified financial planner
17%

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.