Financial Services Jobs

A wire transfer clerk or specialist performs all transactions required to transfer money and securities between one party and another and from one location to another. This individual may be...

Financial professionals, such as bank tellers, loan officers, credit counselors and licensed financial planners, are regularly entrusted with the privilege of handling other people's sensitive...

When you start a career in financial services you will be required to have some sort of training. There are a variety of career paths that you can choose from. Each career will have its own level...

Investing is an integral part of planning for retirement and purchases, and allows people to earn more interest on their money. Funds managers are among the professionals responsible for assisting...

You don't have to be a financial genius to work at a bank. A wide variety of positions are available. Some positions require only a high school diploma, although all positions require basic math...

Mortgage lenders everywhere struggle with getting new clients. The only way to effectively get new clients is to network, network, network. Through the use of social networking and basic client...

Financial advising is a challenging and lucrative career opportunity. People at different stages in their financial lives require the help of an expert. You may find yourself called upon to help a...

A personal financial planner helps individuals and businesses safeguard and grow their monetary resources. People with a knack for financial topics and working with others may find this field an...

Getting a job on Wall Street can be very rewarding. There are a variety of financial career opportunities on Wall Street, such as a financial advisor, financial consultant, stock broker or...

A stockbroker (general securities registered representative) is a licensed professional who buys and sells investment instruments on behalf of individuals and corporations. Stockbrokers match...

Every year billions of dollars are placed in transactions for various financial services. This can include everything from insurance to investing in common stocks, and offers a number of notable...

A stockbroker is a financial professional who buys and sells stocks and other securities. Regulated by the Securities and Exchange Commission (SEC), there are specific licensing requirements to be...

Financial planners, often called financial advisors or money managers, advise and counsel clients on how to best retain and grow their money in order to meet their respective short- and long-term...

Building a financial advisory business take time, knowledge, hard work, and professional contacts. After qualifying for the job, a financial adviser must not only keep his clients happy, but also...

Financial planning and analyzing takes certain skills and attributes. You have be proficient at working with numbers and understand the complexities of money, investing and debt management. In...

To get a job offering financial advice, first you must learn all you can about the industry. By becoming an expert in how financial markets work, you will be in a position to offer advice. To...

Financial advisors help individuals make important investment decisions, give tax advice, and help them with long- and short-term goals like retirement and paying for their children's college...

Financial representatives offer clients of banking institutions access to a wide variety of financial products and services. Leveraging the brand or strength of a bank's franchise, they help...

To sell securities in North Carolina, you must have licenses, including Series 6 and Series 63. All aspects of industry licensing are administered by the Financial Industry Regulatory Authority.

Becoming a Christian financial planner can be a rewarding way to help others achieve their philanthropic goals and achieve financial independence. Your commitment to Biblical principles and ethics...

Beginner stock market jobs can lead into lifelong careers. Finance professionals, however, must often first pay their dues before advancing to more senior roles. Several Wall Street professions...

When money is tight and payments are due immediately, often your only source of quick cash is to take your valuables to the local pawnbroker. A change in fortune may allow you to reclaim your...

A controller is a financial manager employed by a company for preparing all financial statements and for casts required for reporting to shareholders and government regulatory agencies. This is a...

Tightening mortgage lending guidelines and standards have made it increasingly more difficult to become a mortgage loan officer than in the 1990s and early 2000s. However, these changes are for...

In the United States, income tax refers to a percentage of income or money earned from work, interests or benefits that is due to federal, state or local governments annually. Because tax laws...

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...

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...