Careers in Finance

Stan T.


Careers in Banking

Credit Analysts

Joseph Ali from Citigroup
1 reviews
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 decisionmaking.
$86170
Bachelor's degree
Strong job growth
High job satisfaction
Personality Match

Interest Match

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 servicing officers, loan underwriters, and payday loan officers.
$76930
Bachelor's degree
High job satisfaction
Personality Match

Interest Match

Credit Counselors

advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling.
$49940
Bachelor's degree
Strong job growth
High job satisfaction
Personality Match


Loan Counselors

provide guidance to prospective loan applicants who have problems qualifying for traditional loans. Guidance may include determining the best type of loan and explaining loan requirements or restrictions.
$49940
No degree required
Strong job growth
Personality Match

Credit Authorizers

authorize credit charges against customers' accounts.
$43580
Bachelor's degree
Personality Match

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 applicant's credit standing.
$43580
No degree required
Personality Match


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 papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.
$42780
No degree required
Strong job growth
Personality Match

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 department if customer fails to respond, initiating repossession proceedings or service disconnection, and keeping records of collection and status of accounts.
$40630
No degree required
Strong job growth
High job satisfaction
Personality Match

Tellers

Harriet from
1 reviews
receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.
$32960
No degree required
Personality Match


Careers in Business Finance

Treasurers and Controllers

direct financial activities, such as planning, procurement, and investments for all or part of an organization.
$151510
Master's degree
Strong job growth
High job satisfaction
Personality Match

Interest Match

Financial Managers

1 reviews
direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.
$151510
Bachelor's degree
Strong job growth
High job satisfaction
Personality Match

Interest Match

Investment Bankers

Investment Bankers help corporations and governments with financial planning. They help select stocks, bonds, and other investment products based on the needs of their clients.
$118400
Bachelor's degree
Personality Match


Financial Analysts

Adam Garcia from The Stock Dork
Steve Morrow from
3 reviews
conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
$96630
Bachelor's degree
Strong job growth
Personality Match

Interest Match

Credit Analysts

Joseph Ali from Citigroup
1 reviews
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 decisionmaking.
$86170
Bachelor's degree
Strong job growth
High job satisfaction
Personality Match

Interest Match

Budget Analysts

examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports.
$82690
Bachelor's degree
Personality Match

Interest Match


Accountants

Gemma Roberts from
George Birrell from TaxHub
Steve M from
Ben Currier from
5 reviews
analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization.
$81660
Bachelor's degree
Strong job growth
High job satisfaction
Personality Match

Interest Match

Tax Preparers

Dmytro Serheeiv from Self-employed
1 reviews
prepare tax returns for individuals or small businesses.
$52710
No degree required
Strong job growth
Personality Match

Interest Match

Personal Bankers

The main responsibility of a Personal Banker is to assist customers with their banking needs. They help customers open accounts, apply for loans, and address issues with their accounts.
$38600
Personality Match


Careers in Investment

Venture Capitalists

Healy Jones from Kruze Accounting
Tyler Forte from
2 reviews
Venture Capitalists invest in small companies that require capital to expand in exchange for equity in the companies that they invest in. Venture Capitalists are often the ones responsible for funding startups.
$191400
Master's degree
Personality Match

Personal Financial Advisors

Joshua Gerstler from The Orchard Practice
Chris Nddie from Self-employed
Jim Eutsler, CFP®, ChFC®, CMA from HCM Wealth Advisors
Margaret M. Koosa from The Alchemists, Your Wealth Concierge
7 reviews
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.
$122490
Bachelor's degree
Strong job growth
High job satisfaction
Personality Match

Interest Match

Investment Bankers

Investment Bankers help corporations and governments with financial planning. They help select stocks, bonds, and other investment products based on the needs of their clients.
$118400
Bachelor's degree
Personality Match


Portfolio Managers

Portfolio Managers manage the portfolios of investment funds. This may include mutual funds, exchange-traded funds (ETFs), or money market funds.
$102300
Bachelor's degree
Personality Match

Fraud Examiners and Investigators

obtain evidence, take statements, produce reports, and testify to findings regarding resolution of fraud allegations. May coordinate fraud detection and prevention activities.
$96630
Bachelor's degree
High job satisfaction
Personality Match

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.
$96630
Master's degree
High job satisfaction
Personality Match

Interest Match


Financial Quantitative Analysts

develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments. Develop mathematical or statistical models for risk management, asset optimization, pricing, or relative value analysis.
$96630
Master's degree
High job satisfaction
Personality Match

Interest Match

Risk Management Specialists

analyze and manage risk management issues by identifying, measuring, and making decisions on operational or enterprise risks for an organization.
$96630
Bachelor's degree
High job satisfaction
Personality Match

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 structure the terms of mergers or acquisitions.
$96630
Bachelor's degree
High job satisfaction
Personality Match


Securities and Commodities Sales Agents

buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
$96540
Bachelor's degree
Strong job growth
Personality Match

Interest Match

Financial Services Sales Agents

sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
$96540
No degree required
Strong job growth
Personality Match

Securities and Commodities Traders

Derin Ibrahim from IG Markets
3 reviews
buy and sell securities and commodities to transfer debt, capital, or risk. Establish and negotiate unit prices and terms of sale.
$96540
Bachelor's degree
Strong job growth
Personality Match


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 securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.
$58460
Bachelor's degree
Personality Match


Careers in Accounting

Treasurers and Controllers

direct financial activities, such as planning, procurement, and investments for all or part of an organization.
$151510
Master's degree
Strong job growth
High job satisfaction
Personality Match

Interest Match

Financial Managers

1 reviews
direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.
$151510
Bachelor's degree
Strong job growth
High job satisfaction
Personality Match

Interest Match

Economics Professors

teach courses in economics. Includes both teachers primarily engaged in teaching and those who do a combination of teaching and research.
$123720
Doctoral degree
Strong job growth
High job satisfaction
Personality Match

Interest Match


Personal Financial Advisors

Joshua Gerstler from The Orchard Practice
Chris Nddie from Self-employed
Jim Eutsler, CFP®, ChFC®, CMA from HCM Wealth Advisors
Margaret M. Koosa from The Alchemists, Your Wealth Concierge
7 reviews
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.
$122490
Bachelor's degree
Strong job growth
High job satisfaction
Personality Match

Interest Match

Economists

conduct research, prepare reports, or formulate plans to address economic problems related to the production and distribution of goods and services or monetary and fiscal policy. May collect and process economic and statistical data using sampling techniques and econometric methods.
$120880
Doctoral degree
Strong job growth
High job satisfaction
Personality Match

Interest Match

Environmental Economists

conduct economic analysis related to environmental protection and use of the natural environment, such as water, air, land, and renewable energy resources. Evaluate and quantify benefits, costs, incentives, and impacts of alternative options using economic principles and statistical techniques.
$120880
Doctoral degree
Strong job growth
Personality Match

Interest Match


Business Professors

teach courses in business administration and management, such as accounting, finance, human resources, labor and industrial relations, marketing, and operations research. Includes both teachers primarily engaged in teaching and those who do a combination of teaching and research.
$107270
Doctoral degree
Strong job growth
High job satisfaction
Personality Match

Interest Match

Financial Analysts

Adam Garcia from The Stock Dork
Steve Morrow from
3 reviews
conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
$96630
Bachelor's degree
Strong job growth
Personality Match

Interest Match

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.
$96630
Master's degree
High job satisfaction
Personality Match

Interest Match


Financial Quantitative Analysts

develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments. Develop mathematical or statistical models for risk management, asset optimization, pricing, or relative value analysis.
$96630
Master's degree
High job satisfaction
Personality Match

Interest Match

Securities and Commodities Sales Agents

buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
$96540
Bachelor's degree
Strong job growth
Personality Match

Interest Match

Financial Examiners

enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify, or authenticate records.
$92730
Bachelor's degree
High job satisfaction
Personality Match

Interest Match


Credit Analysts

Joseph Ali from Citigroup
1 reviews
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 decisionmaking.
$86170
Bachelor's degree
Strong job growth
High job satisfaction
Personality Match

Interest Match

Budget Analysts

examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports.
$82690
Bachelor's degree
Personality Match

Interest Match

Accountants

Gemma Roberts from
George Birrell from TaxHub
Steve M from
Ben Currier from
5 reviews
analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization.
$81660
Bachelor's degree
Strong job growth
High job satisfaction
Personality Match

Interest Match


Auditors

examine and analyze accounting records to determine financial status of establishment and prepare financial reports concerning operating procedures.
$81660
Bachelor's degree
Strong job growth
High job satisfaction
Personality Match

Interest Match

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 servicing officers, loan underwriters, and payday loan officers.
$76930
Bachelor's degree
High job satisfaction
Personality Match

Interest Match

Property and Real Estate Managers

1 reviews
plan, direct, or coordinate the selling, buying, leasing, or governance activities of commercial, industrial, or residential real estate properties. Includes managers of homeowner and condominium associations, rented or leased housing units, buildings, or land (including rights-of-way).
$73210
Bachelor's degree
Strong job growth
High job satisfaction
Personality Match

Interest Match


Farm Products Purchasing Agents

purchase farm products either for further processing or resale. Includes tree farm contractors, grain brokers and market operators, grain buyers, and tobacco buyers. May negotiate contracts.
$72370
Bachelor's degree
Personality Match

Interest Match

Lodging Managers

Izzy Defourny from Kafunta Safaris
Michael Ort from Hyatus
2 reviews
plan, direct, or coordinate activities of an organization or department that provides lodging and other accommodations.
$65270
Bachelor's degree
High job satisfaction
Personality Match

Interest Match

Tax Examiners

determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.
$62040
Bachelor's degree
High job satisfaction
Personality Match

Interest Match


Tax Preparers

Dmytro Serheeiv from Self-employed
1 reviews
prepare tax returns for individuals or small businesses.
$52710
No degree required
Strong job growth
Personality Match

Interest Match


Careers in Insurance

Actuaries

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 rates required and cash reserves necessary to ensure payment of future benefits.
$123180
Bachelor's degree
Strong job growth
High job satisfaction
Personality Match

Interest Match

Insurance Underwriters

Josh Sousa from TruStar
1 reviews
review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications.
$80390
Bachelor's degree
High job satisfaction
Personality Match

Property Claims Examiners

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 legal counsel on claims requiring litigation.
$70650
Bachelor's degree
High job satisfaction
Personality Match


Insurance Adjusters 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 medical specialists, agents, witnesses, or claimants to compile information. Calculate benefit payments and approve payment of claims within a certain monetary limit.
$70650
Bachelor's degree
Personality Match

Insurance Sales Agents

James Johnson from TitanGroup Agency of Symmetry Financial Group
Micah Metcalf from Metcalf Financial
Mike Raines from Special Risk Term Life Insurance
4 reviews
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.
$69100
Bachelor's degree
Strong job growth
Personality Match

Auto Damage Appraisers

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 automotive repair shop on repair costs.
$68540
Associate's degree
Personality Match

Interest Match


Insurance Claims Clerks

obtain information from insured or designated persons for purpose of settling claim with insurance carrier.
$45070
No degree required
Personality Match

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 insurance policy changes, changing policy records to conform to insured party's specifications, compiling data on lapsed insurance policies to determine automatic reinstatement according to company policies, canceling insurance policies as requested by agents, and verifying the accuracy of insurance company records.
$45070
No degree required
Personality Match




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