11.07.25

Want an Advisor Job? Get New Skills, Says Deloitte

by: Karen DeMasters

Deloitte’s 2026 Investment Management Outlook reports that advisory firms are seeking new talent with advanced skills in artificial intelligence — especially “agentic AI,” which allows programs to make decisions independently. Traditional financial expertise remains important, but firms now prioritize digital fluency, product innovation and cross-disciplinary thinking. Job postings mentioning AI have risen 25% since 2022, now appearing in 2.4% of all U.S. industry listings. Advisors must also master complex financial products, communication and client education. The report stresses that future success will depend on transforming workforces to blend technology, education and innovation for competitive advantage.

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