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
  • Sales
  • Life Insurance
  • Wealth Management
  • Retirement Planning
  • Retail Banking
  • Business Strategy
  • Strategic Planning
  • Microsoft Access
  • Customer Service
  • 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
  • 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
  •   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.

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?

1
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.

2
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.

3
Add skills into your work experience.

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

4
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.

5
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.

6
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.

  • Leadership
  • Leadership
  • Public Speaking
  • Public Speaking

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

Get your Resume Instantly Checked, For Free

Upload your resume and we'll spot the issues in it before an actual Financial Advisor recruiter sees it. For free.

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 Inheritance Tax Planning, Insurance, Pension Funds, Risk Management and Microsoft Access can also be good to include on your resume.

What soft skills do hiring managers expect for a Financial Advisor role?

Examples of Financial Advisor soft skills include Team Leadership, Negotiation, Teamwork, Leadership and Public Speaking.

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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