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Become A Finance Professional

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Working As A Finance Professional

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Analyzing Data or Information
  • Deal with People

  • Mostly Sitting

  • Stressful

  • $71,550

    Average Salary

What Does A Finance Professional Do At AXA

* recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced AXA Advisors financial professionals, and ensuring compliance oversight and supervision.
* In addition, the District Manager will exemplify the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with Branch and Company strategy.
* A commitment to obtaining FINRA registrations, industry licenses and designations would be required to join our team of respected sales managers.
* We offer a generous compensation model, asset-accumulation strategies, recognition programs, and a comprehensive benefits package including 401(k) and company-paid retirement plans.
* Take this opportunity to turn your strong leadership abilities and effective management skills into a rewarding practice.
* AXA Advisors, LLC, Member SIPC (NY, NY 212
* is an Equal Opportunity Employer M/F/D/V.
* GE
* Exp

What Does A Finance Professional Do At Rose International Inc.

* Prepares customer quotations and pricing maintenance as required per customer contract;
* Customer set up and system maintenance within Mfg Pro; Maintenance of customer warranty data, fault code and customer master profiles; Monitors, investigates, and maintains transactions within error recycle;
* Provides support to sales managers, customer service personnel and customers as needed;
* Processes customer credits as required per customer program; Implements customer program changes and ricing actions;
* Maintains and administers the Junk System and issues statements and credit memos timely; Processes online debit/credit memos;
* Track and distributes lead market data daily; Miscellaneous tasks as assigned by supervisor

What Does A Finance Professional Do At New York Life Insurance Company

A licensed financial services professional is responsible for: Meeting and contacting new potential clients to discuss financial concerns and needs Conducting information gathering meetings with clients Analyzing client needs and presenting potential solutions Providing on-going service to clients Developing and implementing personal business and marketing plans On-going development of professional skills and knowledge We offer a comprehensive benefits package that includes: Defined Benefit Pension Plan 401(k) Saving Plan Health/Dental/Life/Disability Continuing education reimbursement Reimbursement for industry designations Discounts from major wireless carriers Local discounts (based on location) for gym members Perks: Enjoying a flexible lifestyle Being your own boss, but with many levels of support and expertise behind you Working toward personal and professional growth Pursuing an opportunity for very high income Performing a valuable service to others in your community Opportunity to move into management coaching others to be successful Discounts from major wireless carriers Local discounts (based on location) for gym members Job

What Does A Finance Professional Do At Foresters Financial Services

* Act as a liaison between the representative and their clients.
* The type of support is dictated by whether or not the incumbent is FINRA licensed.
* As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative.
* Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages.
* Maintain representative’s file organization.
* What You Will Learn:
* Products and services including Mutual Funds, Annuities and Life Insurance,
* Retirement products including IRAs and 403(b)s
* College funding products including ESAs and 529 plans
* Asset allocation strategy
* Time value of money
* Prospecting and telephone techniques (if you become FINRA licensed)
* Compliance training

What Does A Finance Professional Do At Harvard University

* The Senior Grants and Projects Manager will work closely with leading faculty and researchers across the various Harvard T
* H. Chan School of Public Health academic departments in the financial and general management of sponsored and non-sponsored awards.
* The Senior Grants & Contracts Manager will be part of a small, high performing team, referred to as the Research Administration Support Team (RAST), and will have diverse experiences -- through assignments aimed at helping a variety of different faculty members, departments and research centers.
* The Senior Grants & Contracts Manager will be part of the central Sponsored Programs Office, but will function autonomously and will help to inform research administration best practices.
* Main duties include, but are not limited to:
* Developing proposal budgets
* Coordinating the grant proposal process, reviewing proposals and awards for compliance
* Reviewing expenditures and assisting in developing spending plans, authorizing new accounts and changes to existing accounts
* Preparing sub agreements
* Managing post-award and non-sponsored funds
* Maintaining award data in Harvard’s financial systems
* Advising on best practices in research administration, participating in the development of research administration training and helps develop team members as needed
* Assisting with other ad hoc projects as they arise
* Other duties as assigned
* School/Unit:Harvard T
* H. Chan School of Public Health EEO Statement:We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation or any other characteristic protected by

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How To Become A Finance Professional

A bachelor’s degree is required for entry-level jobs, and a master’s degree in business administration (MBA) is useful for advancement.


Securities, commodities, and financial services sales agents generally must have a bachelor’s degree to get an entry-level job. Studies in business, finance, accounting, or economics are important, especially for larger firms. Many firms hire summer interns before their last year of college, and those who are most successful are offered full-time jobs after they graduate.

Numerous agents eventually get a master’s degree in business administration (MBA), which is often a requirement for high-level positions in the securities industry. Because the MBA exposes students to real-world business practices, it can be a major asset for jobseekers. Employers often reward MBA holders with higher level positions, better compensation, and large signing bonuses.


Most employers provide intensive on-the-job training, teaching employees the specifics of the job, such as the products and services offered. Trainees in large firms may receive technical instruction in securities analysis and selling strategies. Firms often rotate their trainees among various departments to give them a broad understanding of the securities business.

Securities, commodities, and financial services sales agents must keep up with new products and services and other developments. They attend conferences and training seminars regularly.

Licenses, Certifications, and Registrations

Brokers and investment bankers must register as representatives of their firm with the Financial Industry Regulatory Authority (FINRA). To obtain the license, potential agents must pass a series of exams.

Many other licenses are available, each of which gives the holder the right to sell different investment products and services. Traders and some other sales representatives also need licenses, although these vary by firm and specialization. Financial services sales agents may need to be licensed, especially if they sell securities or insurance. Most firms offer training to help their employees pass the licensing exams.

Agents who are registered with FINRA must attend continuing education classes to keep their licenses. Courses consist of computer-based training on legal requirements or new financial products or services.

Although not always required, certification enhances professional standing and is recommended by employers. Brokers, investment bankers, and financial services sales agents can earn the Chartered Financial Analyst (CFA) certification, sponsored by the CFA Institute. To qualify for this certification, applicants need a bachelor’s degree or 4 years of related work experience and must pass three exams, which require several hundred hours of independent study. Applicants also must have an international passport. Exams cover subjects in accounting, economics, securities analysis, financial markets and instruments, corporate finance, asset valuation, and portfolio management. Applicants can take the exams while they are getting the required work experience.


Securities, commodities, and financial services sales agents usually advance to senior positions in a firm by accumulating a greater number of accounts. Although beginners often service the accounts of individual investors, they may eventually service large institutional accounts, such as those of banks and retirement funds.

After taking a series of tests, some brokers become portfolio managers and have greater authority to make investment decisions regarding an account. For more information on portfolio managers, see the profile on financial analysts.

Some experienced sales agents become branch office managers and supervise other sales agents while continuing to provide services for their own clients. A few agents advance to top management positions or become partners in their firms.

Many investment banks use an “up or out” policy, in which entry-level investment bankers are either promoted or terminated after 2 or 3 years. Investment banks use this policy to ensure that entry-level positions are not occupied long term, allowing the bank to bring in new workers.

Important Qualities

Analytical skills. To judge the profitability of potential deals, securities, commodities, and financial services sales agents must have strong analytical skills. This includes computer programming skills which they use to analyze financial products. 

Customer-service skills. Securities, commodities, and financial services sales agents must be persuasive and make clients feel comfortable with the agent’s recommendations.

Decisionmaking skills. Investment banking traders must make split-second decisions, with large sums of money at stake.

Detail oriented. Investment bankers must pay close attention to the details of initial public offerings and mergers and acquisitions because small changes can have large consequences.

Initiative. Securities, commodities, and financial services sales agents must create their own client base by making “cold” sales calls to people to whom they have not been referred and to people not expecting the call.

Math skills. Securities, commodities, and financial services sales agents need to be familiar with mathematical tools, including investment formulas.

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Finance Professional jobs

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Finance Professional Career Paths

Finance Professional
Sales Consultant Sales Manager General Manager
Account Manager
5 Yearsyrs
Senior Finance Analyst Business Consultant Regional Accounts Manager
Business Account Manager
6 Yearsyrs
Finance Manager General Manager Business Developer
Business Development Account Manager
8 Yearsyrs
Finance Manager Sales Manager Business Developer
Business Development Officer
7 Yearsyrs
Specialist Operations Manager Assistant Vice President
Business Relationship Manager
9 Yearsyrs
Senior Finance Analyst Business Developer Senior Recruiter
Client Relationship Manager
7 Yearsyrs
Business Development Manager Senior Account Manager Account Director
Client Services Director
9 Yearsyrs
Agent Account Representative Territory Sales Manager
Commercial Account Manager
8 Yearsyrs
Specialist Recruiter Inside Sales Representative
Inside Sales Manager
7 Yearsyrs
Finance Advisor Assistant Vice President Vice President, Business Development
Managing Director
11 Yearsyrs
Bank Specialist Branch Manager General Manager
Managing Partner
9 Yearsyrs
Business Analyst Business Manager Property Manager
Portfolio Manager
7 Yearsyrs
Relationship Banker Assistant Branch Manager Account Executive
Relationship Manager
6 Yearsyrs
Relationship Banker Branch Manager Account Manager
Sales Account Manager
6 Yearsyrs
Finance Advisor Finance Analyst Finance Manager
Sales Manager
5 Yearsyrs
Business Development Manager Development Director Assistant Vice President
Senior Relationship Manager
10 Yearsyrs
Business Analyst Finance Manager Account Manager
Territory Account Manager
8 Yearsyrs
Sales Consultant Senior Sales Representative Account Executive
Territory Manager
7 Yearsyrs
Bank Specialist Assistant Branch Manager Account Executive
Territory Sales Manager
7 Yearsyrs
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Finance Professional Demographics


  • Male

  • Female

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Mandarin

  • French

  • Cantonese

  • Arabic

  • Hindi

  • Russian

  • Italian

  • Chinese

  • Vietnamese

  • Gujarati

  • German

  • Japanese

  • Urdu

  • Polish

  • Marathi

  • Sindhi

  • Hebrew

  • Bulgarian

  • Greek

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Finance Professional

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Finance Professional Education

Finance Professional

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Real Finance Professional Salaries

Job Title Company Location Start Date Salary
Structured Finance Professional MacQuarie Holdings (USA) Inc. New York, NY Sep 19, 2010 $140,000
Budget and Finance Professional University of Colorado Aurora, CO Jan 20, 2013 $63,870
Budget and Finance Professional University of Colorado Aurora, CO Jan 20, 2010 $60,000
Finance Professional 2 University of Minnesota Minneapolis, MN Sep 08, 2015 $45,989
Financial Professional National Securities Corporation Huntington, NY Oct 01, 2010 $36,877
Financial Professional National Securities Corporation Huntington, NY Sep 01, 2010 $33,267
Financial Professional National Securities Corporation Huntington, NY Dec 04, 2009 $33,267
Financial Professional National Securities Corporation Huntington, NY Oct 01, 2010 $33,267

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Top Skills for A Finance Professional


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Top Finance Professional Skills

  1. Financial Services
  2. Life Insurance Policies
  3. Financial Products
You can check out examples of real life uses of top skills on resumes here:
  • Established myself as a market leader of insurance and financial services to federal employees in the state of Nebraska
  • Recommend financial products and services supporting customer goals.
  • Provide detailed advice on Financial Products after reviewing financial goals with clients.
  • Performed analysis on a variety of insurance and investment products from multiple providers.
  • Assist COVA employees with benefit analysis, retirement planning, exit strategy, pension maximization, and more.

Top Finance Professional Employers

Finance Professional Videos

A Day In The Life of a Trader | Employee Profiles | J.P. Morgan