The Finance sector is all about money, investments, and assets. Responsibilities may include processing financial transactions, loan and other financial applications, accounting, and investment management. If you enjoy numbers, you might like a job in the finance sector.

Skills for the Finance Industry

  • Communication
  • Technology
  • Reporting
  • Problem Solving
  • Math


Explore Different Careers in Finance

Sell goods for wholesalers or manufacturers to businesses or groups of individuals. Work requires substantial knowledge of items sold. Includes: Account Representative, Customer Account Technician, Inside Salesperson, Outside Sales Representative, Route Sales Representative, Sales Consultant, Sales Professional, Sales Representative (Sales Rep), Salesman, and Salesperson.


Average Income: $72,000 per year


Education: Bachelor’s Degree

Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment. Includes: Accounting Supervisor, Banking Center Manager (BCM), Branch Manager, Business Banking Manager, Credit Administration Manager, Credit Manager, Financial Center Manager, and Financial Planning Manager.


Average Income: $147,800 per year


Education: Bachelor’s Degree

Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company. Includes:  Insurance Agent, Insurance Broker, Insurance Sales Agent, Sales Agent, Sales Associate, Sales Representative, and Underwriting Sales Representative.


Average Income: $59,300 per year


Education: Bachelor’s Degree

Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions. Includes: Broker, Commodities Broker, Equity Trader, Financial Advisor, Financial Consultant, Investment Representative, Investments Advisor, Investments Specialist, Personal Banker, and Trader.


Average Income: $139,500 per year


Education: Bachelor’s Degree

Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution’s various transactions. Includes: Account Representative, Bank Teller, Branch Operations Specialist, Customer Relationship Specialist, Customer Service Associate (CSA), and Financial Services Representative (FSR).


Average Income: $36,200 per year


Education: High School Diploma or Equivalent

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses. Includes: Analyst, Credit Products Officer, Equity Research Analyst, Financial Analyst, Investment Analyst, Planning Analyst, Portfolio Manager, Real Estate Analyst, Securities Analyst, and Trust Officer.


Average Income: $88,600 per year


Education: Bachelor’s Degree

Teach courses in business administration and management, such as accounting, finance, human resources, labor and industrial relations, marketing, and operations research. Includes: Accounting Instructor, Accounting Professor, Associate Professor, Business Administration Professor, Business Instructor, Business Professor, Instructor, Management Professor, Marketing Professor, and Professor.


Average Income: $106,900 per year


Education: Graduate Degree

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes: Commercial Banker, Commercial Loan Officer, Corporate Banking Officer, Financial Aid Advisor, Financial Aid Counselor, Financial Aid Officer, Financial Counselor, Loan Counselor, Loan Officer, and Mortgage Loan Officer.


Average Income: $79,700 per year


Education: Bachelor’s Degree

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients. Includes: Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Planner, Investment Advisor, Portfolio Manager, and Wealth Advisor.


Average Income: $11,100 per year


Education: Bachelor’s Degree

Interview loan applicants to elicit information; investigate applicants’ backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan. Includes: Closer, Licensed Loan Officer Assistant, Loan Analyst, Loan Clerk, Loan Closer, Loan Originator, Loan Processor, Mortgage Broker, Mortgage Loan Processor, and Mortgage Processor.


Average Income: $43,800 per year


Education: Associate’s Degree or On-The-Job Training

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