Financial Advisor

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. Go to Sample Templates ↓ below to see how to include them on your resume.

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

Choose a category
  • Finance
  • Financial Analysis
  • Financial Advisory
  • Investments
  • Financial Planning
  • Financial Services
  • Banking
  • Portfolio Management
  • Risk Management
  • Insurance
  • Business Development
  • Management
  • Corporate Finance
  • Sales
  • Life Insurance
  • Wealth Management
  • Retirement Planning
  • Retail Banking
  • Business Strategy
  • Strategic Planning
  • Microsoft Access
  • Customer Service
  • Project Management
  • Business Planning
  • Marketing Strategy
  •   Show full list

Resume Skills: Financial Analysis

  • Portfolio Performance Evaluation
  • Risk Assessment
  • Fundamental and Technical Analysis
  • Financial Modeling
  • Mergers & Acquisitions Analysis
  • Quantitative Modeling
  • Risk Management
  • Financial Forecasting
  • Balance Sheet Management
  • Cash Flow Analysis
  • ROI & Profitability Analysis
  • Investment Analysis
  • Portfolio Management
  • Credit Analysis
  • Corporate Finance
  • Financial Reporting
  • Forecasting
  • Quantitative Analysis
  • Investment Strategies
  • Valuations
  • Tax Planning
  • Financial Risk Management
  • Balance Sheet Analysis
  • Asset Management
  • Retirement planning
  • Estate Planning
  • Investment Management
  • Education Funding
  • Profit Reconstruction
  • Scenario Analysis
  • Predictive Modelling
  • Risk Quantification
  • Earnings Capacity

Resume Skills: Tools

  • Microsoft Office Suite
  • SalesForce
  • Capital IQ
  • Bloomberg Terminal
  • BlackRock Aladdin
  • CRM (Client Relationship Management) Systems
  • Financial Modeling Software
  • Portfolio Management Tools
  • Data Analysis Tools
  • Microsoft Excel
  • Factset
  • QuickBooks
  • Tableau
  • Oracle Financials

Resume Skills: Regulations & Policies

  • SEC regulations
  • FINRA rules
  • GDPR
  • Anti-Money Laundering (AML)
  • SOX
  • Securities Laws
  • Financial Regulatory Framework
  • Tax Laws
  • Financial Literacy
  • Banking Regulations
  • Business Ethics
  • FINRA compliance

Resume Skills: Regulatory Knowledge

  • SEC regulations
  • FINRA rules
  • GDPR
  • Anti-Money Laundering (AML)
  • SOX
  • Sarbanes-Oxley Act (SOX)
  • Dodd–Frank Wall Street Reform
  • FRB
  • CFPB Compliance
  • GAAP
  • SEC Reporting
  • AML
  • KYC guidelines
  • Financial Services Regulation
  • FINRA regulations
  • Series 7
  • Series 66

Resume Skills: Investment Strategies

  • Portfolio Optimization
  • Asset Allocation
  • Investment Strategies
  • Fund Analysis
  • ESG Investing
  • Tax-Efficient Investing
  • Risk Analysis
  • Retirement Planning
  • Estate Planning

Resume Skills: Software

  • MS Excel
  • Quicken
  • Albridge
  • Morningstar Direct
  • Finance Logix
  • Bloomberg Terminal
  • Microsoft Office Suite (Excel, PowerPoint, Word)
  • QuickBooks
  • Oracle Financial Management
  • Tableau
  • Python (pandas, numpy)
  • MS PowerPoint
  • Hyperion
  • SAP
  • MS Office Suite
  • Quickbooks
  • Turbo Tax
  • Oracle Financials
  • Thomson Reuters Eikon
  • Intuit QuickBooks
  • Oracle Hyperion
  • Microsoft Dynamics
  • Zoho Books
  • Sage 50cloud
  • Oracle Financial
  • Microsoft Dynamics GP
  • BETA Systems
  • TurboTax

Resume Skills: Financial Regulations

  • Investment Advisers Act 1940
  • SEC Compliance and Disclosure Regulations
  • The Dodd-Frank Act
  • Sarbanes-Oxley Act

Resume Skills: Languages

  • English
  • French
  • Spanish

Resume Skills: Client Service & Relations

  • Client Acquisition
  • Client Retention
  • Wealth Preservation Strategies
  • Relationship Building
  • Compliance
  • Due Diligence

Resume Skills: Investment Evaluation

  • (DCF) Discounted Cash Flow Analysis
  • Sensitivity Analysis
  • Portfolio Management

Resume Skills: Analytical Tools

  • Excel Pivot Tables and VLOOKUP
  • SPSS
  • SAS

Resume Skills: Data Analysis

  • Microsoft Excel
  • SQL
  • Python (Pandas, Numpy)
  • Tableau
  • Power BI
  • R

Resume Skills: Data Analytics

  • Python
  • R
  • SAS
  • SQL
  • SPSS

Resume Skills: Other

  • Microsoft Office Suite
  • Project Management
  • Compliance
  • Regulatory Reporting
  • Bloomberg Terminal
  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Sample Financial Advisor Resume: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Choose a template
Your Name
Financial Advisor
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE January 2020 - Present
Senior Financial Advisor
Boosted the firm's risk management policies leading to a 25% reduction in insurance costs
Structured investment portfolios for high-net-worth clients resulting in a 30% upward revision of firm's growth projections
Garnered expertise in wealth management by increasing assets under management (AUM) by $20 Million in the last fiscal year
JP Morgan February 2016 - December 2020
Financial Advisor
Increased customer satisfaction rates by 35% with strategic financial advisory practices
Implemented a data-driven approach to financial analysis, streamlining the decision-making process by 40%
Enhanced sales of life insurance products by 30%, contributing to business development
Resume Worded June 2012 - January 2016
Financial Analyst
Streamlined financial services by introducing new software, leading to a savings of 20 hours per week
Fostered proficient use of Microsoft Access for data management, boosting team efficiency by 15%
Curated strategic financial plans tailored to client needs, increasing reputation in retail banking
Resume Worded University January 2016
Master of Business Administration (MBA) - Finance
Thesis focusing on Impact Investing & Responsible Finance
Resume Worded Academic Center December 2015
Chartered Financial Analyst (CFA) - Level III
Part-Time certification alongside Financial Analyst Role at Resume Worded
Certifications: Certified Financial Planner (CFP) - March 2017, Series 7 and Series 66 Licenses - April 2016
Publications: Contributor to 'Investing for the Long Haul' Financial Blog with 50+ articles published
Professional Development: Attended the Annual Financial Planners Association Conference - 2021, 2020, 2019
Volunteering: Financial Literacy Volunteer - Youth Financial Literacy Foundation, 2018-Present
Your Name
Investment Advisor
City, Country  •  (123) 456-789  •  [email protected]  •
Fidelity Investments March 2021 - Present
Senior Investment Advisor
Designed a balanced portfolio management system, enhancing returns by 20% YoY
Established new relationships with 200+ prospective investors facilitating business expansion
Grew net new money by $35 Million, leading to 25% growth in overall assets under management
Resume Worded January 2016 - February 2021
Investment Advisor
Drove cohesive collaboration with financial planning team, boosting wealth management services by 30%
Implemented risk management strategies reducing potential investment losses by 20%
Facilitated retirement planning for 600+ clients across various sectors, ensuring customer satisfaction and loyalty July 2011 - December 2015
Investment Analyst
Improved financial advisory services by leveraging data analytics, saving $2M annually
Launched growth strategies in retail banking sector, securing 100+ new high net worth clients
Adapted quickly to dynamic business strategy plans, enhancing company revenue growth by 15%
Resume Worded Academic Center January 2016
Executive Master of Business Administration (MBA)
Specialization in Finance and Investment
Resume Worded University July 2011
Bachelor of Science in Economics
Minors in Statistics and Corporate Finance
Awards: Dean's List 2010 and 2011 (Top 10%)
Tools: Microsoft Office Suite, SalesForce, Capital IQ, Bloomberg Terminal, BlackRock Aladdin
Investment Analysis: Portfolio Performance Evaluation, Risk Assessment, Fundamental and Technical Analysis, Financial Modeling, Mergers & Acquisitions Analysis
Financial Regulations: Investment Advisers Act 1940, SEC Compliance and Disclosure Regulations, The Dodd-Frank Act, Sarbanes-Oxley Act
Languages: English (Native), French (Conversational)
Certifications: Chartered Financial Analyst (CFA) - Level II (2019), Certified Financial Planner (CFP) (2021)
Leadership & Volunteering: Vice President - Resume Worded Investment Club (2015 - Present), Treasurer - Local Rotary Club (2012 - 2016)
Projects: Created a personal finance blog with 20+ articles on investment strategies, pension planning, and tax-saving tips
Courses: Investment Management and Portfolio Theory - Khan Academy, Risk Management in Banking and Financial Markets - edX
Your Name
Wealth Manager
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE April 2019 - Present
Senior Wealth Manager
Implemented innovative financial analysis methodologies, growing the firm's high net worth individual (HNWI) client base by 20%
Rejigged corporate finance strategies resulting in AUM growth of $40 Million within two fiscal years
Instrumental in developing the firm's business strategy leading to a revenue increment of 25%
Wells Fargo July 2014 - March 2019
Wealth Manager
Upgraded financial planning processes, leading to a surge in client base by 35%
Oversaw management of assets worth $100 million, increasing profits by 15%
Increased sales of life insurance products by 20% through comprehensive investment advisory
Resume Worded March 2010 - June 2014
Financial Consultant
Improved retail banking services by revamping operational efficiency, driving a 20% uptick in customer retention
Executed risk management strategies reducing insurance expenditure by 10%
Contributed to strategic planning leading to increased visibility in the finance sector
Resume Worded Academic Center September 2008
Master of Business Administration (MBA) - Finance
Received School of Business Excellence Award for Top Performance
Resume Worded University May 2006
Bachelors of Science - Finance and Economics
Cum Laude Honors (Top 10% of Graduating Class)
Relevant Coursework: Investments, Corporate Finance, Portfolio Management, Econometrics
Financial Analysis: Quantitative Modeling, Risk Management, Financial Forecasting, Balance Sheet Management, Cash Flow Analysis, ROI & Profitability Analysis
Investment Management: Portfolio Optimization, Asset Allocation, Investment Strategies, Fund Analysis, ESG Investing, Tax-Efficient Investing
Client Service & Relations: Client Acquisition, Client Retention, Wealth Preservation Strategies, Relationship Building, Compliance, Due Diligence
Software & Tools: Microsoft Office Suite (Advanced), CRM (Client Relationship Management) Systems, Financial Modeling Software, Portfolio Management Tools, Data Analysis Tools
Certifications: Certified Financial Planner (CFP) - 2014, Chartered Financial Analyst (CFA) - Level III - 2010
Professional Associations: Member of the Financial Planning Association (FPA), Member of the CFA Institute
Continuing Education: Completed a course on ESG Investing at Resume Worded Institute - 2020
Volunteering: Treasurer at local non-profit organization (2016 - Present), Financial Counselor at a Financial Literacy Program (2014 - 2019)

Compare Your Resume To These Financial Advisor Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

How do I add skills to a Financial Advisor resume?

Review the job posting closely.

Go through the Financial Advisor posting you're applying to, and identify hard skills the company is looking for. For example, skills like Financial Planning, Banking and Financial Analysis are possible skills. These are skills you should try to include on your resume.

Add industry skills like Portfolio Management and Investments.

Add other common skills from your industry - such as Finance, Financial Advisory and Financial Services - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Risk Management, Business Planning and Business Development - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Highlight specific financial experience.

On Financial Advisor resumes, you should include examples that show you're comfortable dealing with a range of finance responsibilities, from reporting to automating tasks.

Emphasize your accounting skills.

As the job title suggests, accounting is a pretty common skill for Financial Advisor roles. Use the infographic for examples of how to show accounting experience.

Use the exact job title.

Try to add the exact job title, Financial Advisor, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

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

Financial Advisor Soft Skills

Here are common soft skills that appear on Financial Advisor job postings. Unlike hard skills, which refer to tools, software or techniques, soft skills focus on character traits and interpersonal skills. Instead of listing these phrases on your resume, try to show them through your bullet points like in the examples below.

Tip: Do not list these words or phrases on your resume, and instead focus on the hard skills we described above.

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Financial Advisor Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
Senior Financial Analyst

Resume Example
Entry Level/Junior Financial Analyst

Resume Example
Real Estate Financial Analyst

Resume Example
Chief Financial Officer (CFO) - 1

Resume Example
Chief Financial Officer (CFO) - 2

Resume Example
E-Commerce Chief Financial Officer

Browse Skills from Similar Jobs

Frequently Asked Questions

What are the top skills you should add to your Financial Advisor resume?

Some popular Financial Advisor hard skills are Finance, Financial Analysis, Financial Advisory, Investments, Financial Planning, Financial Services, Banking and Portfolio Management.

Depending on the job you apply to, skills like Business Planning, Insurance, Business Development, Risk Management and Management can also be good to include on your resume.

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

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