Financial Advisor Resume Keywords and Skills (Hard Skills)

We researched over five thousand Financial Advisor job postings and found the keywords that were used most frequently by employers. In other words, these are examples of the most sought after skills by recruiters and hiring managers.

When writing your resume, keep in mind that every job is different. While the keywords below are the most popular, you should include the skills and keywords that are most pertinent to the exact job that you're applying to. To do this, use the free Targeted Resume platform which will help you identify skills to include on your resume based on the job description.

Without further ado, here's a list of the most common resume skills and keywords for this role.

  • 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?

Try to add these keywords directly into your resume's work experiences. Alternatively, you can also include a Skills section where you can list your technical skills in order of your proficiency.

Oh and one more thing! It goes without saying, but only include these technical skills or keywords into your resume if you actually have experience with them.

Word Cloud for Financial Advisor Skills & Keywords

To make it easy for you to see which keywords are most important, we've created a word cloud that highlights the top Financial Advisor skills and keywords you should include on your resume. The bigger the word, the more frequently it showed up in employer's job postings, and thus, the more essential it is to include 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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