Finance Careers helps professionals find opportunities in finance careers across all specialties and locations.

Finance Careers The financial career group covers all positions where money and finance management are the primary tasks. This includes not only "Wall St." finance positions in investment banking and brokerage, but includes all banking and insurance sectors. Covering all aspects of financial management, planning, and risk mitigation, the finance career group has been a rapidly growing and lucrative field. In addition the entire banking, insurance, and financial industry, this group of jobs also includes financial management within regular business.

Finance careers include all banking jobs, financial positions, and careers in the insurance sector. Typical jobs include financial analysts, bank managers and staff, brokers, investment bankers, investment analysts, financial planners, insurance agents, and all operational level positions within the sector.
Master the art of closing deals and making placements. Take our Recruiter Certification Program today. We're SHRM certified. Learn at your own pace during this 12-week program. Access over 20 courses. Great for those who want to break into recruiting, or recruiters who want to further their career.


Analyze statistical data, such as mortality, accident, sickness, disability, and retirement rates and construct probability tables to forecast risk and liability for payment of future benefits. May ascertain insurance...
Most have a bachelor's degree

Bill and Account Collectors

Locate and notify customers of delinquent accounts by mail, telephone, or personal visit to solicit payment. Duties include receiving payment and posting amount to customer's account; preparing statements to credit...
Most have a high school diploma or GED

Brokerage Clerks

Perform duties related to the purchase, sale or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering...
Most have a bachelor's degree

Claims Adjusters, Examiners, and Investigators

Review settled claims to determine that payments and settlements are made in accordance with company practices and procedures. Confer with legal counsel on claims requiring litigation. May also settle insurance claims.

Claims Examiners, Property and Casualty Insurance

Review settled insurance claims to determine that payments and settlements have been made in accordance with company practices and procedures. Report overpayments, underpayments, and other irregularities. Confer with...
Most have a bachelor's degree

Credit Analysts

Analyze credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with credit information for use in decision making.
Most have a bachelor's degree

Credit Authorizers

Authorize credit charges against customers' accounts.
Most have a bachelor's degree

Credit Authorizers, Checkers, and Clerks

Authorize credit charges against customers' accounts. Investigate history and credit standing of individuals or business establishments applying for credit. May interview applicants to obtain personal and financial...

Credit Checkers

Investigate history and credit standing of individuals or business establishments applying for credit. Telephone or write to credit departments of business and service establishments to obtain information about...
Most have a high school diploma or GED

Energy Brokers

Buy or sell energy products on the behalf of residential or commercial customers or utilities. Negotiate and oversee contracts for energy sales.

Financial Analysts

Conduct quantitative analyses of information affecting investment programs of public or private institutions.
Most have a bachelor's degree

Financial Quantitative Analysts

Develop quantitative financial products used to inform individuals or financial institutions engaged in saving, lending, investing, borrowing, or managing risk. Investigate methods for financial analysis to create...

Fraud Examiners, Investigators and Analysts

Obtain evidence, take statements, produce reports, and testify to findings regarding resolution of fraud allegations. May coordinate fraud detection and prevention activities.
Most have a bachelor's degree

Insurance Adjusters, Examiners, and Investigators

Investigate, analyze, and determine the extent of insurance company's liability concerning personal, casualty, or property loss or damages, and attempt to effect settlement with claimants. Correspond with or interview...
Most have a bachelor's degree

Insurance Appraisers, Auto Damage

Appraise automobile or other vehicle damage to determine repair costs for insurance claim settlement. Prepare insurance forms to indicate repair cost or cost estimates and recommendations. May seek agreement with...
Most have a bachelor's degree

Insurance Claims and Policy Processing Clerks

Process new insurance policies, modifications to existing policies, and claims forms. Obtain information from policyholders to verify the accuracy and completeness of information on claims forms, applications and...

Insurance Claims Clerks

Obtain information from insured or designated persons for purpose of settling claim with insurance carrier.
Most have a high school diploma or GED

Insurance Policy Processing Clerks

Process applications for, changes to, reinstatement of, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on...
Most have a high school diploma or GED

Insurance Sales Agents

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.
Most have a bachelor's degree

Insurance Underwriters

Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications.
Most have a bachelor's degree

Investment Fund Managers

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

Investment Underwriters

Manage communications or negotiations between corporate issuers of securities and clients regarding private equity investments. Underwrite the issuance of securities to provide capital for client growth. Negotiate and...

Loan Interviewers and Clerks

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...
Most have an associate's or 2-year degree

Loan Officers

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan...
Most have a bachelor's degree

Office Machine Operators, Except Computer

Operate one or more of a variety of office machines, such as photocopying, photographic, and duplicating machines, or other office machines.
Most have a high school diploma or GED

Personal Financial Advisors

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...
Most have a bachelor's degree

Proofreaders and Copy Markers

Read transcript or proof type setup to detect and mark for correction any grammatical, typographical, or compositional errors. Includes proofreaders of Braille.
Most have a bachelor's degree

Risk Management Specialists

Analyze and manage risk management issues by identifying, measuring, and making decisions on operational or enterprise risks for an organization.
Most have a bachelor's degree

Sales Agents, Financial Services

Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
Most have a bachelor's degree

Sales Agents, Securities and Commodities

Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
Most have a bachelor's degree

Securities and Commodities Traders

Buy and sell securities and commodities to transfer debt, capital, or risk. Establish and negotiate unit prices and terms of sale.

Securities, Commodities, and Financial Services Sales Agents

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...

Tax Preparers

Prepare tax returns for individuals or small businesses.
Most have a high school diploma or GED


Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.
Most have a high school diploma or GED

Title Examiners, Abstractors, and Searchers

Search real estate records, examine titles, or summarize pertinent legal or insurance documents or details for a variety of purposes. May compile lists of mortgages, contracts, and other instruments pertaining to titles...
Most have a high school diploma or GED
The financial industry has been in focus as of late due to the financial crisis and resultant collapse of many major banks and financial institutions. The industry as a whole has shed a huge number of jobs in the past five years. However, this constriction has followed decades of rapid growth. Finance itself, as a product and service, is one of the major products and "exports" of the United States. New financial instruments, rapid capital expansion, financing opportunities, and internationalization have created an ideal climate for innovation in the financial sector. Careers in finance tend to be both well compensated and still in relatively good demand. There is softness in the financial sector due to economic events, however general growth in the sector should continue as finance and insurance become increasingly important products of our society.

Jobs in the financial sector, whether banking, finance, isurance, or brokerage, typically require strong undergrate performance. Although specific majors are not required to enter the profession, typical areas of study include Economics, Math, Statistics, American Studies, and History. Strong quantitive skills are required and most management level positions in finance encourage Masters level work.