Financial Advisor skills employers ask for

The most-asked skills

Share of Financial Advisor postings that mention each skill.

1. Leadership43%
2. Sales43%
3. Marketing34%
4. Communication30%
5. Training and coaching30%
6. Research22%
7. Microsoft Office21%
8. Problem solving20%
9. Excel19%
10. Regulatory compliance18%
11. Risk managementdistinctive16%
12. CRMdistinctive15%
13. Stakeholder management13%
14. CPAdistinctive13%
15. Accounting12%

“Distinctive” means Financial Advisor postings ask for it at least three times as often as jobs overall.

Prove it with a free skill badge:Excel,Risk management,Stakeholder management

Where Financial Advisor skills carry over

Roles whose postings ask for the most similar skills. Overlap counts the skills that define each role most.

• Marketing Specialist72% overlapShared: Marketing, Sales, Research, LeadershipHow to switch
• Chief Executive Officer67% overlapShared: Leadership, Marketing, Sales, Training and coachingHow to switch
• Sales Manager64% overlapShared: Marketing, Sales, Leadership, CRMHow to switch
• Insurance Underwriter64% overlapShared: Marketing, Leadership, Risk management, Microsoft OfficeHow to switch

Questions

What skills does a Financial Advisor need?

In 250 current Financial Advisor job postings, the skills asked for most often are Leadership (43%), Sales (43%), Marketing (34%), Communication (30%), Training and coaching (30%). Percentages are the share of postings that mention each skill.

What jobs can a Financial Advisor move into?

Measured by shared skill demand, the closest roles are Marketing Specialist, Chief Executive Officer, Sales Manager, Insurance Underwriter. Marketing Specialist shares skills such as Marketing, Sales, Research.