I was chatting to one of the guys at Springer Financial advisors recently about the skills that are required to get into that particular field of finance. My little girl had been looking into careers at her school and the position of financial advice came up. Unfortunately for me it was one of those moments where your small child looks up at you with those wondering eyes and asks you a question which you cannot answer, promoting their disappointment. Because of this situation I decided to go and find out for myself what skills actually are required to be a financial advisor and if you have ever wondered this yourself, here they are.


A financial advisor must know a great deal about a whole host of important aspects of the financial world so that they can offer their advice on a huge range of subjects. In order to amass this knowledge, a financial advisor must be willing to put in many hours of hard work and studying so that they have a clear view of what is happening in many different sides of the financial landscape.


In order for an advisor to actually give their advice and thoughts to a client, they must have faith in their own convictions and be able to offer advice with absolute confidence. No client wants an advisor who does not seem sure in themselves as this can cause a lack of faith and trust in the professional. A good advisor researches hard and walks in to a meeting with a client full of confidence in the decision that they have made.

Relationship Building

The success of a fingernail advisor is about much more than just offering good quality advice which turns out to be successful, it is also about generating and maintaining clients. In order to do this, advisors must be very good when it comes to building relationships and more importantly keeping these relationships strong. This requires excellent communication skills from the financial advisor as well as the ability to create a trust between advisor and client.


At the very root of financial advice is salesmanship, this is a highly competitive industry and you are essentially asking people to buy your advice from you. In order to be able to sell you need to persuade clients that you are not only offering the best advice but also the best value for money. Targets are high in the word of financial advice and if you want to succeed, you need to become a great sales person.


Many people hold their money very dearly to them and when you are approaching the subject of what to do with that money, you need to show strong levels of empathy and discretion so that you can win and keep the trust of the client that you are working with.