Financial Services Jobs

A financial planner career involves helping to guide individuals and businesses in choosing smart investments through research and analysis. Financial planners must understand taxes and...

Being a tracer for processing mortgage insurance is a great opportunity that requires minimal upfront cost and can be completed largely at home. The role of a tracer is to contact homeowners who...

Mortgage underwriting is a career in the accounting and financial industries and requires education and experience in accounting, finance, sales or economics, usually a bachelor's degree. Mortgage...

A mortgage-appointed representative performs regulatory functions as it pertains to mortgages and investment insurance in the United Kingdom. To become a mortgage-appointed representative, you...

A loan modification allows borrowers on a mortgage to work with their existing mortgage lender to alter the terms of the mortgage. A loan modification can lower the interest rate, monthly payment...

The life of a foreign exchange (forex) trader can be both stressful and thrilling, often at the same time. Forex trading offers opportunities and flexibility that stock markets cannot match. If...

If you have a head for numbers and finance, and would enjoy helping people meet their financial goals, then you might want to consider starting your own financial planning business.

Comptrollers are also called controllers. These two job titles are actually the same position. Comptrollers are the top of the operational accounting pyramid. They are the senior managers within...

Things you should do to ensure that you pass the Chartered Financial Analyst (CFA) Level One Exam.

Working as an insurance broker can be one of the most flexible and rewarding careers available. Since nearly every broker is paid commissions, there is usually no required number of hours that...

A mortgage processor processes mortgage loan application files. The processor must learn all guidelines for all loan programs offered by the lender. When processing mortgage loans, it is mandatory...

Stock trading is a fast-moving and high-pressure job that can produce extremely high wages and bonuses. Trading takes a special talent and the best way to become a trader is to intern on a trading...

The finance sector can be one of the most financially rewarding industries in which to work. It can also be one of the most volatile. When considering the best places for finance jobs, it is...

Financial planners help people to manage their wealth by recommending investments to increase wealth and investment strategies to minimize taxes. Planners can specialize in one aspect of finances...

The role of a commercial loan broker is very exciting in today's financial world and a popular job. A commercial loan broker acts as an intermediary agent between a borrower and a lender. With so...

Financial analysts play an important role in understanding and investing in the stock market for others. Many analysts focus completely on analyzing and managing mutual funds for clients. Mutual...

The Associate in Risk Management (ARM) designation is offered through a curriculum developed by the American Institute for Chartered Property Casualty Underwriters (AICPCU) and the Insurance...

A corporate treasurer is a financial professional. He is responsible for overseeing all financial management, planning and investments for an organization. The corporate treasurer analyzes all...

A background in personal finance may provide career opportunities in investment advising. With recent public attention on 401(k) plans and other private retirement plans, the demand for...

A Masters of Business Administration (or MBA) is recognized globally as one of the most prestigious post-graduate degrees in the world, according to mba360.com. Most international corporations...

A church treasurer is a member of the congregation who is elected to handle church finances. The individual typically has business and bookkeeping skills. There usually is no pay associated with...

An investment broker is an intermediary between buyers and sellers of financial investments. In addition to from performing trades, the broker's role may range from offering minimal advice to full...

A bank president is a financial services executive who oversees banking operations, planning, policies and practices as well as a variety of other strategic objectives set forth by the Chief...

According to the Merriam Webster dictionary, risk means the "possibility of loss or injury." To prevent the possibility of loss or injury to profits and the overall success of a company or...

Financial analysts are highly skilled and educated investment professionals who research stocks, bonds and a variety of companies and industries for the purpose of recommending investments that...

A bank clerk, also called a teller, is a financial service professional. She serves as the primary point of contact for most bank customers, administering basic banking transactions and answering...

One of the more rewarding occupations often overlooked is that of a career insurance representative. Sometimes, no matter how long you prospect and follow the right steps to sales, none come to...

A mortgage closer is often a notary public or attorney who picks up extra work by acting as a closing agent for various banks, finance companies and mortgage brokers. These jobs usually require...

The demand for qualified stockbrokers will continue to increase as more people seek new opportunities to invest their money in the stock market through online trading and full service brokerage...

Thanks to the advent of online trading, you don't need a stockbroker if you want to buy or sell stock, bonds, mutual funds or any other investment securities. But a stockbroker can be helpful if...

The mortgage processor plays an important role as the one person in the mortgage process who interacts with all the parties involved in the transaction. The primary function of the mortgage...

A research analyst, sometimes known as a financial analyst, is a financial services professional employed primarily by large investment banks, insurance companies, securities firms and the...

The Series 7, formally known as the General Securities Representative License, is the most common license in the investment industry. The Financial Industry Regulatory Authority, or FINRA,...

Finding people who are not too keen on being found is referred to as ‘skip tracing’. This can be a necessary part of life for collections agents, judgment collectors, businesses owed funds from...

A person who prepares taxes for an individual and receives payment for this service is a tax preparer. The cost to hire an individual or company to prepare your taxes depends on the level of...

As more people seek assistance with using credit wisely and debt-management solutions, non-profit consumer-credit agencies look for qualified professionals to provide counseling services. To...

A stock trader is a financial-services professional who manages the financial portfolio of his clients by purchasing and selling securities based on the individual financial objectives of his...

The idea of providing financial advice and selling investment products is appealing to many financially minded people, even those who do not know how a stockbroker spends their days. Although it...

Financial planners and investment advisers influence or make decisions over billions of dollars daily. With this comes a responsibility to not only make people money, but to mitigate losses,...

Engraved on the Supreme Court building are the words: "Equal Justice Under Law". Our society is based on the principal that everyone should be treated fairly in our system of justice....

A stockbroker performs investment functions on behalf of a client, which can be an individual or a company. Brokers also offer clients advice on their current investments and on potential new...

A stockbroker is a financial investor for individual clients and organizations. She buys and sells stocks and authorizes financial items for organizations and businesses. A stockbroker needs a...

If you want to become a stockbroker, you have several different options for how and where to work. Some companies pay for your training, so once you secure a position with them, they pay for your...

Stockbrokers have many laws to follow. Some have to do with reporting procedures of address changes, licensing and even filing systems. Most of these have nothing to do with the general public and...

To be an adjuster in Florida, you'll need to get a Florida adjuster license. These steps will walk you through the process you'll need to follow. Steps are given for residents and non-residents.

If you want a career in financial planning, you can choose to work either as a financial analyst or as a financial adviser. Both offer advice on investments, but to different types of clients....

Many people never go into the career they choose initially. Some find a niche in a job along the way that fits them perfectly. This is how many stockbrokers end up in their jobs. Working at a...

Being a stock broker can be a very rewarding career in the financial services industry. It allows you to use a variety of skills and resources to help others achieve their financial goals. Stock...

Stock brokers buy and sell investment shares of ownership in companies, known as stock, on behalf of their clients. According to Payscale.com, the average salary of a broker depends largely upon...

Economics is the study of the use of resources, such as labor, money, land and other natural resources. The field of economics is broad, and many jobs across a number of different industries...