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Career Cluster

Finance

Image of careers in Finance
  1. Do you enjoy working with numbers?
  2. Are you good at math?
  3. Are you interested in the stock market?
  4. Do you want to help people secure their financial futures?
  5. Do you enjoy working in a fast-paced environment?
  6. Do you feel confident handling other people’s money?

If you answered yes to some of these questions, perhaps you should consider a career in the finance career cluster. You might enjoy a career as a:

  • credit analyst
  • financial examiner
  • loan officer
  • stockbroker
  • tax preparer
  • actuary
  • insurance agent
  • financial advisor

Cluster Definition

Jobs in the finance career cluster involve providing services for financial and investment planning, banking, insurance, and business financial management.

Career Pathways in Finance

A career pathway is an area of concentration within a career cluster. Each pathway contains a group of careers requiring similar academic and technical skills as well as similar industry certifications or postsecondary education. The finance career cluster has five pathways:

Accounting

This pathway is involved in analyzing and interpreting financial records in order to prepare statements and financial documents for regulatory authorities. Jobs include:

  • accountant
  • tax advisor
  • budget analyst
  • actuary
  • auditor


Banking Services

Banking services employees provide loans, credit, and payment services to individuals and businesses. Jobs include:

  • loan officer
  • teller
  • compliance officer
  • credit analyst
  • new accounts clerk
  • internal auditor
  • bill collector
  • mortgage underwriter
  • repossession agent
  • customer service representative


Business Finance

This pathway is involved in directing and analyzing companies' budgets, investments, and financial policies. Careers in this pathway also create and maintain accounting systems to help organizations report and make financial decisions. Jobs include:

  • auditor
  • tax examiner
  • financial analyst
  • treasurer
  • controller
  • economist


Insurance

Workers in this pathway provide loss and risk protection to policyholders. Jobs include:

  • actuary
  • insurance underwriter
  • insurance appraiser
  • claims agent
  • claims adjuster
  • insurance agent
  • claims investigator


Securities and Investments

Jobs in this pathway involve helping individuals and businesses make investment decisions and reach their financial goals. Occupations in this pathway include:

  • financial advisor
  • real estate asset manager
  • securities underwriter
  • securities sales agent



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