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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