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Finance advisor skills for your resume and career

Updated January 8, 2025

4 min read

Quoted experts

Raymond Peters,

David M. Lang

One of the most important hard skills a finance advisor can have is a strong familiarity with help in setting and achieving financial goals. Finance advisors need to demonstrate a history of work with investment products and wealth management. Finance managers need these hard skills in order to provide guidance and create objectives for clients and organizations.

When it comes to soft skills, finance advisors should have strong strategic planning and professional development skills. In serving clients, finance advisors also need strong customer service skills to ensure customer satisfaction.

Below we've compiled a list of the most critical finance advisor skills. We ranked the top skills for finance advisors based on the percentage of resumes they appeared on. For example, 7.1% of finance advisor resumes contained team support as a skill. Continue reading to find out what skills a finance advisor needs to be successful in the workplace.

15 finance advisor skills for your resume and career

1. Team Support

Here's how finance advisors use team support:

Directed quarterly client review follow-up, maintained client information and account folders and facilitated other team support functions.

2. Wealth Management

Wealth management is the act of good wealth planning for purposes of growth and sustenance.

Here's how finance advisors use wealth management:

Provide comprehensive investment planning and wealth management strategies to individual clients; prepare personal investment plans and implement with financial.
Provided personal investment and wealth management services to individuals with comprehensive investment planning * Developed custom asset allocation strategies.

3. Securities

Here's how finance advisors use securities:

Structured and managed investment portfolios using a range of financial instruments, including equity securities and fixed income instruments.
Reviewed all securities transactions to ensure accuracy of information and that trades conform to regulations of governing agencies.

4. Strong Computer

Here's how finance advisors use strong computer:

Demonstrated strong computer program knowledge of compa

5. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how finance advisors use financial services:

Selected as spokesperson for company-sponsored events and as host presenter in seminars focused on multiple topics within the financial services industry
Provided quality financial advice and counsel to individual investors delivered through one-on-one consultative relationships at these prestigious financial services companies.

6. Client Facing

Here's how finance advisors use client facing:

Developed invaluable client facing experience to further understanding of wealth management goals for portfolios.
Performed holistic financial planning through effective fact-finders and client facing, providing insurance & investment solutions as necessary.

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7. Investment Strategies

The investment strategy is a term used in finance that refers to a set of rules that helps individual investors to make the right decisions to achieve their financial goals. The investment strategies are made after having a closer look at the future needs of the assets, lifestyle, risk tolerance, financial situations, and expected returns.

Here's how finance advisors use investment strategies:

Participated in performing hedging, financial modeling, financial analysis, and risk-tolerance assessments to advise high-net-worth clients on investment strategies.
Developed investment strategies designed to achieve specific portfolio yield objectives of individual and institutional investors with emphasis on optimum tax advantages.

8. Training Programs

Here's how finance advisors use training programs:

Participated in corporate training programs for personal and professional growth while completing industry required certifications.
Launched new sales training programs to drive continuous profitability improvements.

9. FINRA

Here's how finance advisors use finra:

Demonstrated extensive knowledge of SEC and FINRA regulatory requirements and expert knowledge of internal brokerage and insurance policies and procedures.
Resolved in-branch administrative and operational problems and corrected issues involving non-compliance with SEC and FINRA regulatory standards.

10. Investment Products

Investment products refer to a collective name of all stocks, bonds, derivatives, options, and any other instrument of finance that people invest in with hopes of gaining profit.

Here's how finance advisors use investment products:

Maintained knowledge of investment regulations and guidelines associated with company investment products, and responded to financial inquiries through various channels.
Educated and trained staff of institution to successfully understand investment products of fixed income markets established in rules and regulations.

11. Investment Management

Here's how finance advisors use investment management:

Identified and developed portfolio solutions including customized investment management and stock option grants to advisory services for top level business executives.
Assisted clients in developing comprehensive wealth strategies encompassing retirement planning, college savings planning, investment management and legacy planning.

12. Good Judgment

Here's how finance advisors use good judgment:

Developed independent decision making and good judgment skills.
Exercised good judgment, making appropriate recommendations based upon the client's individual situation, goals, needs, and objectives.

13. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how finance advisors use customer service:

Tasked to cross-sell additional financial product offerings to existing clients with an emphasis on customer retention and providing exceptional customer service.
Provided quality customer service while working in a high-volume customer focused environment and offering products that enhance our customers experience.

14. Financial Solutions

Here's how finance advisors use financial solutions:

Worked closely with clients to develop customized, long-term financial solutions meeting a variety of personalized goals and objectives.
Design personalized approach to provide customized financial solutions tailored to each client's individual and business needs.

15. Client Relationships

Here's how finance advisors use client relationships:

Documented financial transactions by entering account information and recommends financial actions by analyzing accounting options thus, developing deeper client relationships.
Leveraged rich industry experience and product knowledge that contributed to establishing credible client relationships and exceeding mutual funds sales goals.

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What skills help Finance Advisors find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on finance advisor resumes?

Raymond Peters

MBA Director & Leadership Instructor, Nicholls State University

We repeatedly hear from employers that "essential/soft" skills remain high on their recruiting wish list. As someone who has hired professionals for over 40 years, you generally assume that if an applicant has experience at a reputable institution, they should have the technical qualifications for the role. What you are looking for is credential separation. What makes them stand out? Have they been in parts to practice his/her communication skills? Similarly, with conflict resolution and problem-solving skills. Internships and applied work experience are always beneficial. Lastly, the customer service experience is desirable.

What finance advisor skills would you recommend for someone trying to advance their career?

David M. Lang

Professor, California State University - Sacramento

The job market will reward people that require as little supervision and training as possible. Our pandemic times and likely, our post-pandemic times will involve a fair amount of remote working. As such, employers will want to make sure that the individuals they hire are self-motivated, quick learners who can hit the ground running without a lot of hand-holding. If taking a year off, I would make sure that job applicants devote some time to learning about the industry standards in which they plan to work. Does the industry use a particular software? Start learning about how to use that. Does the occupation use specific data or require coding? Devote some time to learning the basics of that as well. As always, don't forget the soft skills of communication (orally and written) and interpersonal relationships.

What type of skills will young finance advisors need?

Karyl Leggio Ph.D.

Professor of Finance, Loyola University Maryland

For the past several years, it is a given that graduates will have strong financial skills. In addition, new employees need to work effectively in teams, be strong critical thinkers, be self-directed, and be able to present their views in a persuasive and well-documented way.

Do you want to know more?

List of finance advisor skills to add to your resume

The most important skills for a finance advisor resume and required skills for a finance advisor to have include:

Team Support
Wealth Management
Securities
Strong Computer
Financial Services
Client Facing
Investment Strategies
Training Programs
FINRA
Investment Products
Investment Management
Good Judgment
Customer Service
Financial Solutions
Client Relationships
Taking Care
Insurance Products

Investment Solutions
Mutual Funds
Retirement Planning
Business Development
Life Insurance
Term Care
Financial Strategies
Client Acquisition
Work Ethic
Health Insurance
Annuities
Financial Products
Brand Awareness
Exceptional Client
Asset Allocation
Financial Markets
Profiling

Excellent Time Management
Financial Data
Kids
Asset Management
Strong Analytical
Cross-Selling
Professional Work
Investment Planning
Bonds
Estate Planning
Risk Tolerance
Risk Management
Client Satisfaction
Persistence
Term Development

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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