A Guide To Financial Careers
This guide will provide you with the information you need to decide if a career in finance is right for you, and help you narrow down your options within the finance field.
The guide will begin by providing background information on the financial industry, including an overview of various qualifications and credentials that are commonly found in the industry and the main types of institutions that employ finance workers. After this introductory material, we will move on to discuss specific roles, such as investment banker, trader or portfolio manager. In each of these sections, you will find information on where jobs are, as well as on the career path and qualifications often necessary to find a job. Each section will also provide a brief sketch of what the different jobs entail.

While you won't find everything you need to make a career choice in this guide, you should find enough information to provide you with a good starting point towards narrowing your focus on what type of finance job might be right for you. Armed with that knowledge, you'll then be able to dig deeper to find more information on the jobs that are particularly intriguing to you. Are you ready to move towards the career of your dreams?
The information found in this introductory chapter will provide a foundation for the more job-specific details discussed in subsequent chapters.
In this chapter, we will look at a broad outline of common finance firms; later, we will examine some of these in more detail as we discuss specific roles in the finance industry.
These jobs generally involve working with corporations, governments and other large institutions and either helping them to raise capital or providing them with strategic advice. While many investment bankers may begin their career as generalists, they often go on to develop expertise in a particular industry or sector, after which their career might become more specialized.
Trading jobs generally involve buying and selling stocks, bonds, currencies, commodities, or some other financial instrument either to facilitate customer needs or to take a proprietary position in order to benefit from expected market movements.
In this chapter, we will take a look at financial advisor jobs. These jobs are perhaps the most familiar to the general public and are primarily focused upon providing financial services to the retail investor. The term "financial advisor" encompasses a variety of jobs whose practitioners have often been referred to as stockbrokers, although the industry has tried to move away from that term.
In this chapter we will look at finance jobs for individuals that like to look at "the big picture" by analyzing the economy or the broad financial markets.
Torn between a career in finance and a career in Hollywood? If so, the jobs in this chapter might appeal to you.
hese jobs are among the most common in the financial industry and can encompass a variety of different job descriptions and take place at a number of different institutions.
These are some of the prestigious roles in the finance industry and involve directly managing institutional and retail client portfolios.
Embarking on a career in finance also usually involves a fair amount of education, so it pays to do extensive research prior to beginning a career search in the field of finance.