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Top financial advisor skills needed to get the job.
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Comments (4)

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What are the top 3 traits or skills every financial advisor must have to excel?

Can you suggest any tips or insights to develop your financial advisor expertise?

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Rob in East Orange, New Jersey

28 months ago

I was told that a people person, which I am considered to be, is a huge factor.

I posted above you about passing the licensing exam, But I am confident my people skills, likable personality and raw skill to sell will play a major part in my projected success.

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xdv in Spring, Texas

20 months ago

You need to be personable, very determined, you cant let rejection way you down, you need to be smart but you dont have to be a genius(I have found they normally dont make the buisness because they are very hard to get along with). If you can do all that and dont give up a financial advisor can ultimately be very rewarding.

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Squee in Los Angeles, California

12 months ago

Cake

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