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This question is about banking associate resumes.
What is the role of an associate banker?
The role of an associate banker is to be a financial planner and advisor for their customers. In banking, it is a position that is one step above the entry-level analyst position. While analyst positions are typically filled with bachelor's degrees, associate positions are filled with MBA graduates for many top-tier firms.
The work of an associate banker involves providing investment options and assistance in preparing long-term financial goals, estates, taxes, and wills. A banker will meet with their clients to review financial records, update them on their investments, or change financial plans.
This means that to start a career as an associate banker, a person should have a resume that shows experience and education in finance. This most often comes via a bachelor's degree in finance, economics, or a similar field.
However, it is possible to become an associate banker without a bachelor's degree if a person has gained enough work experience in finance.
In addition to education and experience, a banker also often needs to obtain licensure to work in their state. This comes in the form of certification and testing required to ensure that the personal banker has sufficient knowledge and ethical conduct in their position.
Most bankers need to register with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. However, this typically depends on the size of the firm or bank that they work for.
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