5.2 KiB
Market evidence report — financial-broker
Source: 36 real job ads (JSearch API, countries: us 36), extracted into the MSSQL evidence store; as of 2026-07-11. This report contains extracted, aggregated facts only — no ad text is reproduced (copyright / platform terms).
Seniority distribution
| Seniority | Ads | Share |
|---|---|---|
| mid | 32 | 89 % |
| junior | 3 | 8 % |
| n/a | 1 | 3 % |
Tools — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
| 1 | Microsoft PowerPoint | 3 | 8 % |
Hard skills — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
| 1 | financial planning | 18 | 50 % |
| 2 | business development | 12 | 33 % |
| 3 | financial advice | 7 | 19 % |
| 4 | investment management | 7 | 19 % |
| 5 | portfolio management | 7 | 19 % |
| 6 | wealth management | 7 | 19 % |
| 7 | client relationship development | 6 | 17 % |
| 8 | insurance sales | 5 | 14 % |
| 9 | investment sales | 5 | 14 % |
| 10 | prospecting | 5 | 14 % |
| 11 | client relationship management | 4 | 11 % |
| 12 | regulatory compliance | 4 | 11 % |
| 13 | relationship building | 4 | 11 % |
| 14 | banking | 3 | 8 % |
| 15 | financial analysis | 3 | 8 % |
| 16 | insurance solutions | 3 | 8 % |
| 17 | retirement income planning | 3 | 8 % |
| 18 | retirement planning | 3 | 8 % |
| 19 | risk management | 3 | 8 % |
| 20 | tax strategy | 3 | 8 % |
Methods — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
| 1 | financial planning | 5 | 14 % |
| 2 | marketing | 5 | 14 % |
| 3 | business development | 3 | 8 % |
| 4 | high-touch client service | 3 | 8 % |
Responsibilities — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
| 1 | appointment scheduling | 6 | 17 % |
| 2 | business development | 5 | 14 % |
| 3 | client relationship building | 5 | 14 % |
| 4 | advice delivery | 4 | 11 % |
| 5 | client guidance | 4 | 11 % |
| 6 | portfolio management | 4 | 11 % |
| 7 | providing financial advice | 4 | 11 % |
| 8 | referral generation | 4 | 11 % |
| 9 | relationship maintenance | 4 | 11 % |
| 10 | client communication | 3 | 8 % |
| 11 | customer service delivery | 3 | 8 % |
| 12 | financial goal assessment | 3 | 8 % |
| 13 | lead generation | 3 | 8 % |
| 14 | maintaining client relationships | 3 | 8 % |
| 15 | making client appointments | 3 | 8 % |
| 16 | participant education | 3 | 8 % |
| 17 | plan implementation | 3 | 8 % |
| 18 | practice building | 3 | 8 % |
| 19 | relationship building | 3 | 8 % |
| 20 | sales goal achievement | 3 | 8 % |
| 21 | seminar conduction | 3 | 8 % |
Regional breakdown
Corpus note: 36 relevant ads in total — below the 100-ad target for a fully reliable ranking. Percentages above should be read as indicative.
US (us)
36 ads.
Top hard skills:
- financial planning — 50 % (18 ads)
- business development — 33 % (12 ads)
- financial advice — 19 % (7 ads)
- investment management — 19 % (7 ads)
- portfolio management — 19 % (7 ads)
- wealth management — 19 % (7 ads)
- client relationship development — 17 % (6 ads)
- insurance sales — 14 % (5 ads)
- investment sales — 14 % (5 ads)
- prospecting — 14 % (5 ads)
Top tools:
- Microsoft PowerPoint — 8 % (3 ads)
- Microsoft Excel — 6 % (2 ads)
- Microsoft Office — 6 % (2 ads)
Seniority: mid 89 % · junior 8 % · n/a 3 %
UK (gb)
Insufficient evidence — 0 ads (minimum for a regional ranking: 30). No ranking is reported for this region.
EU/DACH (de, at, ch, nl)
Insufficient evidence — 0 ads (minimum for a regional ranking: 30). No ranking is reported for this region.
Job title variants in the market
| Title | Ads |
|---|---|
| Financial Advisor | 3 |
| Senior Financial Advisor – Experienced Professionals | 3 |
| Associate Financial Advisor | 2 |
| Financial Advisor - Baltimore, MD and Surrounding | 2 |
| Wealth Advisor - Webster Bank | 2 |
| Associate, Financial Advisor, Conshohocken, PA | 1 |
| Careers at WealthBridge Financial Group | Culture & Opportunities |
| Commercial Mortgage Broker | 1 |
| Entry-Level Financial Advisor: Growth, Training & Licensing | 1 |
| Experienced Financial Advisor | 1 |
| Experienced Financial Advisor Agent | 1 |
| Financial Advisor - Southeastern PA | 1 |
| Financial Advisor - Columbia, MD and Surrounding | 1 |
| Financial Advisor - Great Falls, VA | 1 |
| Financial Advisor - Lexington Park or Waldorf, MD | 1 |
| Financial Advisor - Lynchburg, VA | 1 |
| Financial Advisor - Montgomery, Frederick and Washington County MD | 1 |
| Financial Advisor - Pittsburgh, PA | 1 |
| Financial Advisor - Rockville or Gambrills, MD | 1 |
| Financial Advisor - Silver Spring, MD | Silver Spring, MD, USA |
| Financial Advisor | Clementon, NJ, USA |
| Financial Advisor Manager - Philly / South Jersey / Delaware Valley Area | Wilmington, DE, USA |
| Financial Advisor Trainee-Dyker Heights, Brooklyn | 1 |
| Financial Advisor, NASA Federal Credit Union | 1 |
| Financial Advisor/Stockbroker Trainee | 1 |
Methodology: entities extracted per ad ({hard_skills, tools, methods, responsibilities, seniority}), normalized, counted as DISTINCT ads per entity; report threshold ≥ 3 ads. Headline sections in skills.md/tools.md use the stricter ≥ 20 % threshold.