Overview

Do you like the idea of working with (and potentially making a lot of) money? Is math fun for you? Then you might want to consider a career in  finance! From helping individuals invest their money to helping a corporation or organization spend it correctly, this career area is seeing huge growth and opportunity.
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On this page you can learn more about careers in this area and where you can obtain training or educational experience. ​
TOP RIASEC Category: Conventional, Enterprising
CTE Industry Sector: Business and Finance

Intro Video

NEW: Career Ideas based on RIASEC Score 

  • Realistic: Bank Teller, Loan Processor, Financial Clerk, Insurance Claims Clerk, Mortgage Underwriter
  • Investigative: Financial Analyst, Tax Advisor, Risk Analyst, Investment Research Analyst, Financial Planner
  • Artistic: Graphic Designer for Financial Publications, Marketing Specialist in Finance, Financial Product Designer, Creative Director in Finance, Brand Strategist for Financial Firms
  • Social: Customer Service Representative in Finance, Personal Financial Advisor, Credit Counselor, Financial Educator, Community Banker
  • Enterprising: Investment Banker, Stock Broker, Hedge Fund Manager, Venture Capitalist, Financial Services Sales Agent
  • Conventional: Accountant, Auditor, Compliance Officer, Payroll Administrator, Bookkeeper

Get Experience Now!

You can get experience in this field in the following ways:​​
  • Take math or CTE courses in business and finance in high school.
  • Join math clubs or teams to sharpen analytical skills and problem-solving abilities that are fundamental in finance.
  • Participate in stock market simulation games or use online simulators to understand investing and the stock market.
  • If available, join a school economics club to discuss and learn about financial systems and economic principles.
  • Learn to manage personal finances by setting a budget or using financial tracking apps to understand saving and spending.
  • Run for a position as a class or club treasurer to get practical experience in managing money.
  • Regularly follow financial news and market trends to understand the global economy and financial markets.
  • Participate in Future Business Leaders of America (FBLA) or a similar school business club for exposure to finance-related activities.
  • Learn to use Microsoft Excel or similar spreadsheet software, as it's a critical tool in the finance industry.
  • Reach out to a business or organization such as a bank or other financial institution and ask for information on what the job is really like and what type of education or experience is recommended. 

Career Videos

Accountant
Financial Manager
Actuary
Tax Preparer