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Financial and Investment Planning Student Studying a Chart Inside Her Office

Find a Career in
Financial and Investment Planning

What are the salary expectations?

Median salary

$71,000

Median annual salary based on certification and degree program completion.

Financial and Investment Planning Student Taking Notes While Working on His Laptop

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Find the career in Financial and Investment Planning thats right for you

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Brokerage Clerks

Perform duties related to the purchase, sale or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.
Account Clerk
AS Degree
Account Clerk
Certificate of Achievement
Account Clerk I
Certificate or Training
Account Clerk II
Certificate or Training
Account Clerk Program
Certificate or Training

Energy Brokers

Buy or sell energy products on the behalf of residential or commercial customers or utilities. Negotiate and oversee contracts for energy sales.
Agriculture - Natural Resources
Certificate of Achievement
Agriculture - Natural Resources
AS Degree
Coastal Environmental Studies
AA Degree
Coastal Environmental Studies
AS Degree
Construction - Sustainable Construction: Sustainable Design
Certificate of Achievement

Investment Fund Managers

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Accounting - Financial Planning
Certificate of Achievement
Broker License
Certificate of Achievement
Business Admin: Financial Investment
Certificate of Achievement
Business Admin: Financial Investment
AS Degree
Business: Finance
AA Degree

Investment Underwriters

Manage communications or negotiations between corporate issuers of securities and clients regarding private equity investments. Underwrite the issuance of securities to provide capital for client growth. Negotiate and structure the terms of mergers or acquisitions.
Accounting - Financial Planning
Certificate of Achievement
Broker License
Certificate of Achievement
Business Admin: Financial Investment
Certificate of Achievement
Business Admin: Financial Investment
AS Degree
Business: Finance
AA Degree

Loan Counselors

Provide guidance to prospective loan applicants who have problems qualifying for traditional loans. Guidance may include determining the best type of loan and explaining loan requirements or restrictions.
Bank Teller
Certificate or Training
Banking
Certificate of Achievement
Banking And Finance
Certificate of Achievement
Banking And Finance
AS Degree
Business Administration: Banking And Finance
Certificate of Achievement

Personal Financial Advisors

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Accounting - Financial Planning
Certificate of Achievement
Bank Teller
Certificate or Training
Banking
Certificate of Achievement
Banking And Finance
Certificate of Achievement
Banking And Finance
AS Degree

Risk Management Specialists

Analyze and manage risk management issues by identifying, measuring, and making decisions on operational or enterprise risks for an organization.
Accounting - Financial Planning
Certificate of Achievement
Applied Mathematics
AA Degree
Broker License
Certificate of Achievement
Business Admin: Financial Investment
Certificate of Achievement
Business Admin: Financial Investment
AS Degree

Sales Agents, Financial Services

Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
Basic Cruise Line Sales And Operations
Certificate of Achievement
Broadcast Sales And Management
Certificate of Achievement
Broadcast Sales And Management
AS Degree
Business: Finance
AA Degree
Escrow
Certificate of Achievement

Sales Agents, Securities and Commodities

Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
Basic Cruise Line Sales And Operations
Certificate of Achievement
Broadcast Sales And Management
Certificate of Achievement
Broadcast Sales And Management
AS Degree
Business: Finance
AA Degree
Escrow
Certificate of Achievement

Securities and Commodities Traders

Buy and sell securities and commodities to transfer debt, capital, or risk. Establish and negotiate unit prices and terms of sale.
Accounting - Financial Planning
Certificate of Achievement
Broker License
Certificate of Achievement
Business Admin: Financial Investment
Certificate of Achievement
Business Admin: Financial Investment
AS Degree
Business: Finance
AA Degree
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