Financial Advisor Requirements, Skills & Qualifications

The following common skills and qualifications are required of a Financial Advisor:

  • Bachelor’s degree in business, finance or related field.
  • x years of  experience as a Financial Advisor or similar role
  • Life and health license
  • Valid driver’s license
  • Knowledge of securities and insurance industries
  • Proficient in Word, Excel, Outlook and PowerPoint
  • Sense of ownership and pride in your performance and its impact on company’s success
  • Critical thinker and problem-solving skills
  • Team player
  • Good time-management skills
  • Great interpersonal and communication skills

Note that this is not an exhaustive list of Financial Advisor skill, qualifications and experience. Job requirements for specific Financial Advisor roles may vary, depending on the industry and type of employer.

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