Finance Cluster

Jobs in the finance career cluster involve providing services for financial and investment planning, banking insurance, and business financial management.

Explore the Finance Career Cluster

  • 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

Career Pathways in Finance

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.