Financial Advisor Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Financial Advisor job postings. In other words, these are the most sought after skills by recruiters and hiring managers. So try to include them on your resume where possible.

Remember that every job is different. Instead of including all these keywords on your resume, identify the keywords most relevant to the job you're applying to and include those. Use the free Targeted Resume tool to help with this.

  • Finance
  • Financial Analysis
  • Financial Advisory
  • Investments
  • Financial Planning
  • Financial Services
  • Banking
  • Portfolio Management
  • Risk Management
  • Insurance
  • Business Development
  • Management
  • Corporate Finance
  • Team Leadership
  • Sales
  • Life Insurance
  • Wealth Management
  • Retirement Planning
  • Retail Banking
  • Business Strategy
  • Strategic Planning
  • Microsoft Access
  • Negotiation
  • Customer Service
  • Teamwork
  • Project Management
  • Business Planning
  • Marketing Strategy
  • Credit
  • Assurance
  • Commercial Banking
  • Credit Analysis
  • Credit Risk
  • Financial Markets
  • Investment Banking
  • Investment Advisory
  • Private Banking
  • Asset Management
  • Asset Allocation
  • Equities
  • Income Protection
  • Pension Funds
  • Inheritance Tax Planning
  • Mortgage Lending
  • Critical Illness
  • Investment Strategies
  • Protection
  • Health Insurance
  • Estate Planning
  • Wealth Accumulation
  • Personal Financial Planning
  • Management Consulting
  • Economics
  • Change Management
  • Strategy
  • Sales Management
  • Superannuation
  • Self Managed Superannuation Funds (SMSF)
  • Loans
  • Social Media
  • Accounting
  • Leadership
  • Financial Reporting
  • Coaching
  • Financial Risk
  • Interim Management
  • Mutual Funds
  • Financial Accounting
  • Financial Modeling
  • Fixed Annuities
  • 401(k) Retirement Savings Plans
  • IRAs
  • Trading
  • Merchandising
  • Data Analysis
  • Marketing
  • Bonds
  • Public Speaking
  •   Show full list

  Where on my resume do I add these buzzwords?

Add keywords directly into your resume's work experiences, education or projects. Alternatively, you can also include a Skills section where you can list your technical skills in order of your proficiency.

Only include these technical skills or keywords into your resume if you actually have experience with them.

Word Cloud for Financial Advisor Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Financial Advisor job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Financial Advisor Skills and Keywords to Include On Your Resume

Browse Skills from Similar Jobs

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

Get a Free Resume Review

Most resumes get auto-rejected because of small, simple errors. These errors are easy to miss but can be costly in your job search.

If you want to make sure your resume is error-free, upload it to Score My Resume for a free resume review. You'll get a score so you know where your resume stands, as well as actionable feedback to improve it.

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