Career Services Students


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Page Index:Finance

Academic Information: -  [Back to Top]

Career Information  -  [Back to Top]

Possible Job Titles  -  [Back to Top]

Typical Places of Employment  -  [Back to Top]

  • Banks
  • Brokerage firms
  • Insurance companies
  • Securities firms
  • Real Estate agencies
  • Corporate and international financial management
  • Personal financial plannin
  • Financial intermediary companies
  • Investment firms
  • Federal Reserve Bank
  • Consulting firms
  • Government Wall Street
  • Investment services
  • Brokerage firms
  • Commercial and investment banks
  • Insurance companies

Required Skills and Abilities -  [Back to Top]

  • Manage, evaluate, and distribute loans
  • Analyze companies offering stocks
  • Risk assessment
  • Furnish information about market conditions
  • Advise clients on proper investment strategies and financial planning
  • Providing property and casualty insurance, life insurance, or health insurance
  • Develop and prepare lease or rental agreements
  • Excellent customer service skills
  • Attention to detail
  • Personable, friendly

Alumni Resources  -  [Back to Top]

(Listed below are examples of SU Alumni and their Jobs in this major-For more alumni resources, go to Mentor Network)

Bonebrake, Nicki  12/2007 Finance LDP Lockheed Martin
Briggs, Matt    Business Analyst Bridge Technology Corporation
Carroll, Lisa 05/2004 Financial Advisor Ameriprise Financial
Gignac, Amy 05/2006 Internal Audit Consultant Protiviti
Green, Stephen 05/2003 Auditor  U.S. Army Audit Agency
Grismer, Stacy 05/2001 Data Warehouse Product Manager InforMed, LLC
Johnson, Dan 05/2007 Thompson Financial Financial Services Professional
Johnson, Daniel 05/2007 Partner Brody Financial
Kienke, Michael 05/2007 Hachette Filipacci Media Advertising Coordinator
Magaha, Kim  05/2003 Advisor & Acct Rep Strategic Wealth Management Group, LLC CFP(R)
Muir, Heather  05/2004 Operations Analyst Discovery Communications
Savage, John  05/2004 Credit Analyst Constellation Energy Commodities Group
Sherman, Jeff 05/2003 Senior Account Manager Affiliated Power Purchasers (APPI)
Traeger, Tanya 05/2008  Billing Specialist  Booz Allen Hamilton

Related Links: Further Explore this Career Field - [Back to Top]

Banking Careers

Financial Services and Financial Planning Careers

Insurance Careers

Investment Careers

Certification, Licensure and Associations

Certification is recommended in finance. A CFA (Chartered Financial Analyst) designation is sponsored by the CFA Institute. To qualify for the exam, you need a bachelor's degree and three years of professional experience in a relevant field. To earn your certification, you'll take three rigorous exams over the course of three years (usually while working in your first job).

Personal financial advisors are encouraged and sometimes required to seek their Certified Financial Planner (CFP) certification. The requirements include academic credits, passing a comprehensive set of exams, and following a strict code of ethics. A certification as a Chartered Financial Consultant (ChFC) is also useful in this field.

For sales in stocks, bonds, mutual funds, insurance and real estate, additional professional licenses are required.

Financial managers can obtain their Certified Cash Manager credentials through the Association for Financial Professionals, by passing online exams combined with at least two years of professional experience. In the financial institution industry, managers start from the Credit Business Associate designation, to Credit Business Fellow and then to Certified Credit Executive.

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