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Financial Services Jobs

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  • How to Make Money The Fast Way

    This is a great way to earn an extra income but not so much this is not a get rich quick scheme but it can be depending on your dedication and determination. This is a realistic opportunity to...

  • Jobs That Fall Under Financial Service Careers

  • Wire Transfer Job Description

    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...

  • Importance of Integrity in Financial Careers

    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...

  • Is Training Involved in Financial Services Careers?

    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...

  • Careers in Financial Advising

  • Job Description for a Funds Manager

    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...

  • Bank Jobs Defined

    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...

  • The Definition of a Stock Broker

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

  • Pros & Cons of a Career in Financial Services

    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...

  • What Makes a Good Candidate for a Stockbroker?

    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...

  • Education Requirements for Financial Planner Jobs

    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...

  • Education Requirements for Financial Advisor Jobs

    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...

  • North Carolina Requirements for Series 6 and Series 63 Licenses

    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.

  • Beginner Stock Market Jobs

    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...

  • Job Description of Pawnbroker

    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...

  • What Is a Company Controller?

    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...

  • Career Description of an Income Tax Preparer

    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...

  • Financial Planning Career Descriptions

    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...

  • The Life of a Forex Trader

    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...

  • Reason for a Financial Planning Business

    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.

  • Bank Comptroller Job Description

    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...

  • A Day in the Life of a Stock Trader

    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...

  • Best Places for Finance Jobs

    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...

  • Careers in Financial Planning

    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...

  • Mutual Fund Analyst Definitions

    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...

  • Associate in Risk Management Certification

    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...

  • Corporate Treasurer Job Description

    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...

  • Career of a Stockbroker

    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...

  • Information on an MBA in Finance

    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...

  • Church Treasurer Job Descriptions

    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...

  • Requirements for Investment Brokers

    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...

  • Bank President Job Description

    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...

  • Risk Analyst Job Description

    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...

  • CFA Job Description

    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...

  • Job Description for a Bank Clerk

    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...

  • The Average Salary of a Mortgage Closer

    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...

  • What Does It Take to Be a Stock Broker?

    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...

  • About the Role of a Stockbroker

    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...

  • What Does a Mortgage Processor Do?

    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...

  • Research Analyst Job Descriptions

    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...

  • Series 7 License Education Requirements

    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,...

  • Types of Tax Preparers

    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...

  • Consumer Credit Counselor Job Requirements

    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...

  • Stock Trader Job Description

    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 Best Advice for Becoming a Stockbroker

    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' & Investment Advisers' Duties

    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,...

  • Is a Degree Needed to be a Stock Broker?

    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...

  • Stock Broker Job Description

    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...

  • Stock Brokers and Organizational Structure

    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...

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