What Skills Are Required to be a Financial Advisor

I have always felt that the best way to choose your career is not only by doing something which you are passionate about, but also something which you are naturally gifted at doing. Once you possess the skill set you need, you might find a job with a good salary and enjoy your work as well.

There are many different types of people from creative types to caring types but today we are going to focus on those who love finance and numbers like Patrick Dwyer financial advisor and it is his career that we are going to look at today. The role of financial advisor is a great career choice and aside from being naturally gifted with numbers, here are the skills that are required to fulfill this role.


In your role as a financial advisor you must have confidence in yourself that you can tell people, or at least advise them on what they should do with their money. The reason why you should be confident is because you need your clients to feel confident enough to take your advice on board, if you are not confident, you cannot expect them to take your word.

Hard Working

Financial advisors need to be experts in a wide range of financial markets and movements and it is up to your to work incredibly hard so that you can stay on track of what is happening in all of the different aspects of the financial worlds. This is about being far more than a jack of all trades, you must be a master of all trades so that you can give sound advice and in order to do this, you must be willing to work hard.


The world of financial advice, much like many industries, is highly competitive and in order to attract and keep clients, you need to be able to sell them your advice. Many forget this aspect of financial advice but it is in fact one of the most important skills which a financial professional needs to possess.

Relationship Building

Having clients is about more than just offering them sound advice, it is also about building relationships with them so that they feel comfortable with you when talking about their money. You could be highly successful and offer the very best advice but if you can not be likable, you are unlikely to keep clients for a very long time.


Financial advisors do not always get it right and you must be able to possess the ability to bounce back from things when they do not go your way. Financial advisors often live and die by the advice which they give and this is very much a results driven industry, in order to stay on top of your game, you need to be able to overcome the set backs and win more than you lose.