Financial Services
Resources
The Financial Services Career Cluster focuses on careers that help individuals and families manage their personal finances, build wealth, and achieve financial security. This cluster emphasizes roles in advising, planning, and managing personal budgets, investments, insurance, and retirement planning. Professionals in this field work to provide guidance on saving, spending, credit management, and achieving financial goals, helping people make informed decisions to secure their financial futures and navigate complex financial systems.
Possible Careers Include:
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Financial Planning and Advisory Careers
- Personal Financial Advisor
- Financial Planner
- Wealth Manager
- Retirement Planner
- Investment Advisor
- Certified Financial Planner (CFP)
- Financial Coach
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Banking and Credit Careers
- Personal Banker
- Loan Officer (Personal Loans, Home Loans, Auto Loans)
- Credit Counselor
- Mortgage Broker
- Loan Underwriter
- Credit Analyst
- Customer Service Representative (Banking)
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Insurance Careers
- Insurance Agent (Life, Health, Disability, Long-Term Care)
- Claims Adjuster (Personal Insurance)
- Risk Advisor
- Insurance Underwriter
- Actuarial Analyst
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Tax and Accounting Careers
- Tax Preparer
- Tax Advisor (Personal Finance Focus)
- Accountant (Personal Finances and Small Businesses)
- Certified Public Accountant (CPA)
- Enrolled Agent (EA)
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Investment and Wealth-Building Careers
- Stockbroker
- Portfolio Manager
- Financial Analyst (Personal Investments)
- Hedge Fund Analyst (Individual Clients)
- Securities Trader
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Consumer Education and Advocacy Careers
- Financial Literacy Educator
- Debt Specialist
- Consumer Advocate
- Budget Analyst (Personal and Household)
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Technology and Financial Tools Careers
- FinTech Specialist (Personal Finance Apps and Tools)
- Digital Banking Specialist
- Data Analyst (Personal Finance Services)