Top skills for Investment Advisor jobs
Based on 79 active Investment Advisor postings · updated Oct 8, 2026.
Skills employers ask for
The share of Investment Advisor postings that list each skill. Text that appears in almost every posting — equal-opportunity and benefits sections — is left out.
- Financial Services82%
- Portfolio Management71%
- Investment Management69%
- Decision Making67%
- Consulting65%
- Critical Thinking65%
- Financial Planning63%
- Driven60%
- Wealth Management56%
- Banking53%
- Client Base51%
- Insurance49%
- Counseling45%
- Direct Marketing45%
- Outbound Sales45%
- Total Rewards45%
- Career Development44%
- Mentorship44%
- Finance41%
- Accountability22%
- Financial Goals21%
- Referrals18%
- Mutual Funds15%
- Upselling15%
- Market Data6%
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