Do you enjoy working with numbers?
Are you good at math?
Are you interested in the stock market?
Do you want to help people secure their financial futures?
Do you enjoy working in a fast-paced environment?
Do you feel confident handling other people's money?

If you answered yes to two or more 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 four pathways: banking and related services, insurance services, business financial management, and financial and investment planning.

Banking and Related Services
This pathway includes all the occupations required to make banking institutions run. Jobs include loan officer, teller, compliance officer, credit analyst, new accounts clerk, internal auditor, bill collector, mortgage underwriter, customer service representative, and commercial workout specialist.

Insurance Services
Workers in this pathway provide services to policyholders and insurance companies. Jobs include actuary, insurance underwriter, insurance appraiser, claims agent, claims adjuster, insurance agent, and claims investigator.

Business Financial Management
This pathway is involved in directing companies' investment policies and preparing financial documents for regulatory authorities. Jobs include tax examiner, financial analyst, treasurer, tax preparer, controller, economist, and auditor.

Financial and Investment Planning
Jobs in this pathway involve managing other people's money and helping other people reach their financial goals. Occupations in this pathway include stockbroker, investment advisor, development officer, real estate asset manager, securities underwriter, and securities sales agent.

Click here for a visual representation of the finance career cluster.

Print and Internet Resources

These Print and Internet Resources offer references for career cluster exploration, including trade, professional, and business associations, government departments and agencies, labor unions, and cluster-specific career Web sites.

Finance Print and Internet Resources

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