Careers

Accountant

They are financial professionals who record, analyze, and interpret financial data, preparing statements, managing taxes, auditing for accuracy, and providing insights for business decisions, bridging the gap between a company's financial health (accounting) and its future growth (finance) by ensuring compliance and informing strategy

Banker

A professional managing financial services for individuals or businesses, ranging from retail roles (accounts, loans) to complex investment banking (IPOs, mergers), acting as a trusted advisor for financial decisions, wealth management, capital raising, and market transactions. The term is broad, covering personal bankers, commercial bankers (for businesses), and investment bankers (capital markets).

Broker

An individual or firm that acts as an intermediary, buying and selling financial assets (like stocks, bonds, or currencies) on behalf of clients, connecting investors to markets and charging a commission or fee for facilitating transactions

Credit counselor

A professional who helps individuals manage and repay debt by providing financial education, creating budgets, analyzing credit, and developing debt management plans (DMPs), often negotiating with creditors for lower interest rates or waived fees to help clients avoid bankruptcy and achieve financial stability. They offer personalized guidance on managing loans, credit cards, and general money matters, acting as intermediaries with lenders to restructure payments.

Financial Consultant

A professional who provides expert guidance to individuals or businesses on managing finances, creating investment strategies, planning for goals (like retirement or buying a home). Improves financial efficiency, often by analyzing assets, cash flow, and risks to develop personalized plans

Financial planner

A professional who helps individuals and families manage their money, create comprehensive strategies, and achieve long-term goals like retirement, education, or wealth building, covering budgeting, investing, taxes, and estate planning through holistic, personalized guidance

Financial writer

A professional who creates, edits, and researches content related to the finance industry, including banking, investing, personal finance, economics, and fintech. They act as interpreters, transforming complex, data-heavy financial information into clear, engaging, and accurate content for a wide range of audiences, from consumers to industry professionals.

Financial analyst

They evaluate financial data, market trends, and economic conditions to help companies and individuals make informed investment, budgeting, and strategic decisions.

Insurance agent

A licensed professional who sells, markets, and services insurance policies (life, health, auto, property) for individuals or businesses, acting as an intermediary between clients and carriers, either working for one company (captive) or multiple (independent), helping clients find suitable coverage and assisting with claims, often earning commissions. In finance, they are crucial for risk management, offering products that protect assets and future financial security, and may also sell securities-based products like variable annuities, requiring additional financial licensing (FINRA).

Insurance salesperson

Sells policies like life, health, property, and casualty insurance, acting as a financial guide to match clients with coverage for financial protection, requiring licensing and skills in sales, customer service, and financial needs assessment to advise individuals/businesses on managing risks.

Investment Analyst

They research and evaluate financial data (like stocks, bonds, economic trends) to provide "buy, sell, or hold" recommendations, helping firms and clients make informed decisions for profitable investments.

Mortgage banker

A company or individual that originates, underwrites, funds, and often services real estate loans, using their own or borrowed capital, and can sell the loans on the secondary market, unlike brokers who only connect borrowers with lenders. They guide clients through the loan process, from application to closing, and manage payments, acting as a direct lender and financial intermediary for homebuyers and businesses.

Real estate sales person

A licensed professional who helps clients buy, sell, lease, or rent properties, working under a licensed broker for compensation, typically a commission

Stock analyst

A financial professional who researches and analyzes public companies and industries to forecast stock performance, providing buy/sell/hold recommendations to investors, using financial statements, economic data, and models to identify undervalued or overvalued securities for firms or clients. They work in investment banks (sell-side) or for investment funds (buy-side) and are crucial for helping investors make informed decisions

Underwrite

The process where a professional or institution assesses the risk of a financial venture (like a loan, insurance policy, or stock offering) to decide if it's worth taking on and at what price/terms, ensuring potential losses are covered by premiums or interest, with the goal of making a profit by taking on calculated risk in exchange for a fee