Top skills for Financial Planner jobs
Based on 86 active Financial Planner postings · updated Oct 8, 2026.
Skills employers ask for
The share of Financial Planner postings that list each skill. Text that appears in almost every posting — equal-opportunity and benefits sections — is left out.
- Financial Planning73%
- Financial Goals45%
- Licensing45%
- Regulations45%
- Referrals36%
- Marketing33%
- Banking31%
- Emerging Trends31%
- Mutual Funds30%
- Disciplined29%
- Financial Services25%
- Investments23%
- New Relationships20%
- Wealth Planning19%
- Investment Planning18%
- Wealth Management18%
- Driven16%
- Mentorship16%
- Business Objectives15%
- Estate Planning15%
- Exercises Judgment15%
- Business Success11%
- Client Base11%
- Client Loyalty11%
- Finance11%
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