Financial Services

About The Industry

Do you like to work with numbers? Do you want to help people plan for their financial futures? This industry includes careers in financial and investment planning, banking, Insurance, and business financial management. Careers in the finance industry involve managing and working with money. Many of the occupations in this industry typically require a bachelor’s degree for entry, although specific designations range from a high school diploma or equivalent and short-term on-the-job training for occupations such as loan interviewers and clerks to a bachelor’s degree and 5 or more years of work experience in a related occupation for financial managers.

We Found 30 Careers!

Treasurers and Controllers

Industries: Financial Services

Direct financial activities, such as planning, procurement, and investments for all or part of an organization.

Education

Masters Degree

Average Salary

$113,520

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Financial Managers, Branch or Department

Industries: Financial Services

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.

Education

Bachelors Degree

Average Salary

$113,520

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Claims Examiners, Property and Casualty Insurance

Industries: Financial Services

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.

Education

Bachelors Degree

Average Salary

$57,380

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Insurance Adjusters, Examiners, and Investigators

Industries: Financial Services

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.

Education

Bachelors Degree

Average Salary

$57,380

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Insurance Appraisers, Auto Damage

Industries: Financial Services

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.

Education

Some College Courses

Average Salary

$67,520

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Accountants

Industries: Financial Services

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.

Education

Bachelors Degree

Average Salary

$66,780

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Auditors

Industries: Financial Services

Examine and analyze accounting records to determine financial status of establishment and prepare financial reports concerning operating procedures.

Education

Bachelors Degree

Average Salary

$66,780

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Budget Analysts

Industries: Financial Services

Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports.

Education

Bachelors Degree

Average Salary

$71,260

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Credit Analysts

Industries: Financial Services

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.

Education

Bachelors Degree

Average Salary

$75,650

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Financial Analysts

Industries: Financial Services

Conduct quantitative analyses of information affecting investment programs of public or private institutions.

Education

Bachelors Degree

Average Salary

$74,840

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Personal Financial Advisors

Industries: Financial Services

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.

Education

Bachelors Degree

Average Salary

$104,210

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Insurance Underwriters

Industries: Financial Services

Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications.

Education

Bachelors Degree

Average Salary

$77,950

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Loan Officers

Industries: Financial Services

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, and loan underwriters.

Education

Bachelors Degree

Average Salary

$68,130

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Tax Preparers

Industries: Financial Services

Prepare tax returns for individuals or small businesses.

Education

High School Diploma

Average Salary

$41,000

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Financial Quantitative Analysts

Industries: Financial Services

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 mathematical models used to develop improved analytical tools or advanced financial investment instruments.

Education

Masters Degree

Average Salary

$86,260

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Risk Management Specialists

Industries: Financial Services

Analyze and manage risk management issues by identifying, measuring, and making decisions on operational or enterprise risks for an organization.

Education

Bachelors Degree

Average Salary

$86,260

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Fraud Examiners, Investigators and Analysts

Industries: Financial Services

Obtain evidence, take statements, produce reports, and testify to findings regarding resolution of fraud allegations. May coordinate fraud detection and prevention activities.

Education

Bachelors Degree

Average Salary

$86,260

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Actuaries

Industries: Financial Services

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.

Education

Bachelors Degree

Average Salary

$110,000

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Insurance Sales Agents

Industries: Financial Services

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.

Education

Bachelors Degree

Average Salary

$48,160

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Sales Agents, Securities and Commodities

Industries: Financial Services

Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.

Education

Bachelors Degree

Average Salary

$64,490

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Sales Agents, Financial Services

Industries: Financial Services

Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.

Education

High School Diploma

Average Salary

$64,490

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Securities and Commodities Traders

Industries: Financial Services

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

Education

Bachelors Degree

Average Salary

$64,490

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Bill and Account Collectors

Industries: Financial Services

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.

Education

High School Diploma

Average Salary

$37,550

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Tellers

Industries: Financial Services

Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.

Education

High School Diploma

Average Salary

$28,630

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Brokerage Clerks

Industries: Financial Services

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.

Education

Bachelors Degree

Average Salary

$48,450

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Credit Authorizers

Industries: Financial Services

Authorize credit charges against customers' accounts.

Education

Bachelors Degree

Average Salary

$37,460

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Credit Checkers

Industries: Financial Services

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.

Education

High School Diploma

Average Salary

$37,460

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Loan Interviewers and Clerks

Industries: Financial Services

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.

Education

High School Diploma

Average Salary

$41,050

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Insurance Claims Clerks

Industries: Financial Services

Obtain information from insured or designated persons for purpose of settling claim with insurance carrier.

Education

High School Diploma

Average Salary

$38,850

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Insurance Policy Processing Clerks

Industries: Financial Services

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.

Education

High School Diploma

Average Salary

$38,850

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