Finance Careers

There's a lot of money to be made in finance... but if it were easy, everyone would do it. Learn how to get a job in finance or start a financial planning business, and find out what kind of education, training, and certifications you'll need.
young woman on laptop in office
The Best CFA Exam Prep Courses in 2022
Mature man doing working at home
The Best Online Bookkeeping Classes for 2022
A bank teller hands a card to a customer.
What Is the American Institute of Banking (AIB)?
Business people in room smiling
What Do Financial Job Titles Really Mean?
Business people having conversation in corporate environment
What is Corporate Culture?
Business meeting with consulting firm
What Is the Staff Utilization Rate in Consulting?
Discussing billable hours
What Does Billable Hours Mean in Consulting?
Getty-Work-Team-79365744.jpg
What Financial Job Descriptions Mean
Top 10 Best Entry-Level Finance Jobs for Graduates
A day in the life of a financial controller: develop reports and analyses crucial to business management; approve budgets and exercise fiduciary oversight; being a CPA is an advantage but other kinds of financial training are also desirable; stay up to date on IT developments for finance, like cloud computing
What Financial Controllers Do
Financial representative meeting with clients
A Guide to Financial Representative Duties, Pay and More
Newspaper showing Mutual Funds activity
Why Mutual Funds Accounting Is Such a Complex and Vital Process
Manager at his desk reviewing reports while talking on the phone at the same time.
What Is Management Reporting?
Businesswoman smiling and shaking hands with businessman
Reasons Why Salary Transparency Is Gaining Popularity
Financial analyst using computers
What Salary Should You Expect As a Chartered Financial Analyst?
Pedestrians walk past Merrill Lynch offices in New York City
Why the Fuss About SEC Rule 15c3-3?
A day in the life of a financial planner: Ensure client records are maintained and kept current, Act as a liaison between the client and other financial professionals, Guide clients through personal financial analysis, including goal setting
Financial Planner Job Description, Salary, Skills, & More
A day in the life of a broker sales assistant: Screen telephone calls to financial advisors, troubleshoot for clients, maintain client report and satisfaction, solve operational problems such as issues with statements, deposits, checks and credit card transactions
Registered Broker's Sales Assistant Job Description: Salary & More
mark to market accounting balance sheet
What Is Mark to Market Accounting?
Budget manager sitting at a desk
What Is Bottom-Up Budgeting and Forecasting?
Coworkers looking at a budget report
What Is a Corporate Budget Exercise?
Senior client discussing with a loan officer
Loan Officer Job Description: Salary, Skills, & More
Close up shot of the exterior of a bank building.
Want to Work in Banking? Find the Right Job for Your Interests
Portrait of confident businesswoman in office
Here Is a Look at What Branch Operations and Service Managers Do
people standing together to form a graph symbol
How to Become a Financial Advisor
Securities traders enjoy fast-paced, high paying careers.
Securities Trading Careers
Woman sitting on curb with head on her hand after an accident and before filing an insurance claim.
Insurance Claims Examiner Responsibilities and Salary
Man explaining an insurance policy
Find Out If a Career as an Insurance Underwriter Is Right for You
Two professional women having a discussion in an office
What Is a Book of Business?
Senior couple looking over documents with financial advisor
The Best Places for Financial Advisors to Work
Mature man standing in front of a bank teller in a bank
Bank Teller Job Overview
A Day in the Life of an Investment Banker
Investment Banker Job Description: Salary, Skills, & More
Cropped Image Of Hand Holding Us Paper Currency
Careers in Corporate Treasury
A day in the life of an insurance claims adjuster: Maintain knowledge of specialized areas; travel; examine records; review policies
Insurance Claims Adjuster Job Description: Salary, Skills, & More
Businessmen shaking hands
How to Avoid Common Mistake of Using Resume Buzzwords
Hiring software
Best Way to Beat Hiring Software
Teacher in classroom with students using computers
Tips for Going Back to Work as a Teacher After a Break
A day in the life of a certified public accountant: Start with a BA in accounting, some get a Master's as well; you must pass a state exam in order to practice; advise businesses and individuals on their financial options; prepare annual reports and file taxes
Certified Public Accountant (CPA) Job Description: Salary, Skills, & More
Financial Advisor
What Is the Series 66 Exam?
Carnegie Mellon University logo
Top Schools That Offer Quantitative Finance Programs
Students Raising Hands During Seminar
Continuing Financial Education at the NYIF
Basketball announcer Jim Spanarkel wearing a headset and commenting on a game.
Learn About Jim Spanarkel, Financial Advisor and Basketball Announcer
Financial analyst using computers
Earning a CFA (Chartered Financial Analyst) Certification
Young businessman studying financial information
How Financial Advisors Using FINRA for Testing and Certification
Bald Man Working On Laptop At Home
The Best Tax Preparation Courses of 2022
A woman sitting down in a cafe and using a laptop to work on her lunch break
Best CPA Prep Courses of 2022
Woman working from home using laptop computer while reading text message on mobile phone
Best CMA Exam Prep Courses of 2022
Male worker working from Home
Best CAIA Exam Prep Courses of 2022
Serious businessman using laptop at office desk
Best Series 66 Exam Prep Courses of 2022
Male designer drawing at desk
Best FRM Exam Prep Courses of 2022
A Single Mom Sitting At Kitchen Table Working From Home
The Best Series 6 Exam Prep Courses in 2022
Young woman sitting in living room on floor and working on laptop from home
Best Series 63 Exam Prep Courses of 2022
Professor walking by college students taking test in classroom
The Best CFP Exam Prep Courses of 2022
Female student at home studying
The Best Series 3 Exam Prep Courses in 2022
Woman sitting at table, using laptop
The Best SIE Exam Prep Courses in 2022
Woman drinking coffee and using laptop at home
The Best Series 65 Exam Prep Courses in 2022
Medical Billing
The 6 Best Online Medical Billing and Coding Classes of 2022
Financial advisor helping a client
FINRA BrokerCheck Database for Researching Financial Advisors
Two women at a meeting with a financial advisor
The Best Career Options for Law Degree Holders Interested in Finance
Public accounting firms are major employers and developers of financial talent.
Career Information on Working at Public Accounting Firms