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Finance professional skills for your resume and career

Updated January 8, 2025
4 min read
Quoted experts
Raymond Peters,
Kim Tan Ph.D.
Finance professional example skills
Below we've compiled a list of the most critical finance professional skills. We ranked the top skills for finance professionals based on the percentage of resumes they appeared on. For example, 16.6% of finance professional resumes contained financial objectives as a skill. Continue reading to find out what skills a finance professional needs to be successful in the workplace.

15 finance professional skills for your resume and career

1. Financial Objectives

Financial objectives are a company's financial goals and aims regarding the future. These objectives are determined and achieved through financial planning. Corporations normally set milestones for the fiscal year and build strategies and plan to fulfill those milestones.

Here's how finance professionals use financial objectives:
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives and presented potential solutions.
  • Manage and conduct analyses to assist senior management in planning, evaluating financial requirements and meeting financial objectives.

2. Financial Products

Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.

Here's how finance professionals use financial products:
  • Customized need based solutions utilizing in-house and outside contracted financial products to suit individual and business clients.
  • Prospected individuals and sold financial products via consultative sales.

3. Securities

Here's how finance professionals use securities:
  • Received and maintain Series 6 and 63 Securities licenses in addition to Life, Health, and Disability Insurance license.
  • Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

4. FINRA

Here's how finance professionals use finra:
  • Sponsored by FINRA member firm to take the Series 7, Series 66, and Insurance exams within required time window.
  • Maintain an active Life, Accident and Health License with NYS, along with active FINRA Series 6 and 63 registrations.

5. Annuities

Here's how finance professionals use annuities:
  • Propelled to level of Life Founders Platinum, Agency Distribution Chairman's Council, and Masters Prudential Annuities Council, 2015.
  • Provided the above clients with appropriate investment advice, qualified 403(b) tax- sheltered annuities, and life insurance.

6. LLC

An LLC, or limited liability company, is a form of business structure run by the company's members. Any profits the LLC makes is divided between the members depending on the percentage of ownership each member has, which is then taxed. An LLC blends the limited liability feature of a corporation with the taxation requirements of a partnership.

Here's how finance professionals use llc:
  • Started my own Registered Investment Advisory firm called Rock Castle AssetManagement LLC.
  • Used Pershing LLC's Net Exchange Pro internet-based trading system for investment professionals on a daily basis.

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7. 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 professionals use financial services:
  • Provided financial analysis and consult for use of financial services including insurance and investments.
  • Serve as a registered representative offering financial services through investments and mutual funds.

8. Mutual Funds

Here's how finance professionals use mutual funds:
  • Collaborate with brokers to offer all lines of insurance, mutual funds, and health plans to a variety of markets.
  • Designed and presented multiple financial planning strategies for clients utilizing equities, fixed income, mutual funds and insurance products.

9. Financial Guidance

Here's how finance professionals use financial guidance:
  • Provide comprehensive business analysis, decision support and financial guidance to Controllers.
  • Provided knowledgeable, objective financial guidance and customized strategies to consumer.

10. Team-Oriented Environment

Here's how finance professionals use team-oriented environment:
  • Led several subject matter expert roles in team-oriented environment.
  • Work in a team-oriented environment to help meet company performance objectives.

11. Disability Insurance

Here's how finance professionals use disability insurance:
  • Gained expertise in individual retirement planning, business planning, life insurance, disability insurance, and long-term care insurance planning.
  • Explained features, advantages, and disadvantages of various policies to promote the sale of life and disability insurance plans.

12. Risk Management

Risk management is the method of recognizing, evaluating, and managing risks to an organization's resources and profits. Financial insecurity, regulatory liability, strategic management mistakes, incidents, and natural hazards are just some of the challenges or dangers that could arise. For digitalized businesses, IT security vulnerabilities and data-related threats, as well as risk management techniques to mitigate them, have become top priorities.

Here's how finance professionals use risk management:
  • Collaborated with senior advisory staff to design and implement customized financial and risk management planning for businesses and individuals.
  • Provided analysis of risk management strategy and made recommendations to improve protection.

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 professionals use customer service:
  • Developed and cultivated a book of business centered on strong relationships and customer service.
  • Demonstrated exceptional customer service and effective communication throughout the servicing process.

14. Financial Professionals

Here's how finance professionals use financial professionals:
  • Partnered with senior management and experienced financial professionals on joint work opportunities.
  • Provide information on all products to financial professionals and individual shareholders.

15. Financial Strategies

Here's how finance professionals use financial strategies:
  • Specialize in assessing risk and developing financial strategies for individuals and small business owners.
  • Scheduled meetings with clients and developed and implemented financial strategies.
top-skills

What skills help Finance Professionals find jobs?

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

What skills stand out on finance professional resumes?

Raymond PetersRaymond Peters LinkedIn profile

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 professional skills would you recommend for someone trying to advance their career?

Kim Tan Ph.D.Kim Tan Ph.D. LinkedIn profile

Professor, Accounting, Chair, California State University - Stanislaus

Travel abroad. Study/work on some certification to learn new/related skills (MOOC). Volunteer work. Work to help support the family. Prepare for graduate school. Work at a lower-level job in an organization they are interested in.

What type of skills will young finance professionals need?

Karyl Leggio Ph.D.Karyl Leggio Ph.D. LinkedIn profile

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?
Read more about what experts have to say about finance professional

List of finance professional skills to add to your resume

Finance professional skills

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

  • Financial Objectives
  • Financial Products
  • Securities
  • FINRA
  • Annuities
  • LLC
  • Financial Services
  • Mutual Funds
  • Financial Guidance
  • Team-Oriented Environment
  • Disability Insurance
  • Risk Management
  • Customer Service
  • Financial Professionals
  • Financial Strategies
  • Insurance Products
  • Financial Solutions
  • Strong Analytical
  • Financial Security
  • Estate Planning
  • Health Insurance
  • Financial Reports
  • Hyperion
  • Financial Data
  • Policy Options
  • Sales Presentations
  • Financial Statements
  • Financial Resources
  • Retirement Planning
  • Product Knowledge
  • Client Relationships
  • AXA
  • Journal Entries
  • Investment Products
  • Long-Term Care Insurance
  • Investment Strategies
  • Investment Programs
  • Risk Tolerance
  • Investment Portfolios
  • Insurance Coverage
  • Life Insurance Policies
  • Cold Calls

Updated January 8, 2025

Zippia Research Team
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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