Jobs that use financial products the most include finance professional, registered representative, and product representative.
| Rank | Job title | Salary | % of all skills | Job openings |
|---|---|---|---|---|
| 1 | Finance Professional | $55,551 | 15% | 124,570 |
| 2 | Registered Representative | $54,074 | 14% | 17,622 |
| 3 | Product Representative | $65,710 | 12% | 225,930 |
| 4 | Stock Broker | $59,096 | 11% | 29,202 |
| 5 | Finance & Sales Representative | $86,114 | 11% | 175,031 |
| 6 | Investment Executive | $130,432 | 10% | 77,837 |
| 7 | Personal Banking Representative | $33,833 | 9% | 41,795 |
| 8 | Licensed Sales Producer | $38,353 | 9% | 40,137 |
| 9 | Finance Agent | $54,522 | 8% | 95,381 |
| 10 | Business Banker | $69,423 | 7% | 70,054 |
What jobs use Financial Products the most?
1. Finance Professional
How finance professional uses Financial Products:
- Evaluate, present, and manage solutions in alignment with client needs and NASD requirements.
- Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
- License to provide health and life insurance, annuities, securities, and long term care products.
Most common skills for finance professional:
- Financial Objectives
- Financial Products
- Securities
- FINRA
- Annuities
- LLC
2. Registered Representative
How registered representative uses Financial Products:
- Manage variable and fix immediate and defer annuities for wealth accumulation.
- Develop knowledge of complex financial instruments and successfully communicate strategies for utilizing various securities in achieving client financial objectives.
- Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
Most common skills for registered representative:
- Financial Services
- Financial Products
- Securities
- Annuities
- Long-Term Care
- Health Insurance
3. Product Representative
How product representative uses Financial Products:
- Interact with all COSTCO members that approach or pass by the product display to achieve maximum sales for the vendor.
- Manage telephone relationships with senior management of client companies to troubleshoot and develop product.
- Develop and implement marketing programs for distributors and retailers, including co-op advertising plans, promotional events, and merchandising techniques.
Most common skills for product representative:
- Product Knowledge
- Financial Products
- Customer Service
- FDA
- Market Trends
- Product Line
4. Stock Broker
How stock broker uses Financial Products:
- Manage communication with clients regarding margin call requirements base on NYSE and NASD standards.
- Administer the purchase and sale of small cap equities trade on NASDAQ and NYSE exchanges.
- Study to pass all require FINRA testing!
Most common skills for stock broker:
- Financial Products
- Client Portfolios
- Securities
- Bonds
- Stock Market
- Cold Calls
5. Finance & Sales Representative
How finance & sales representative uses Financial Products:
- Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
- Perform advance math functions with capability to analyze credit and financial information.
- Used profiling analysis tools to identify cross-sell opportunities and ultimately increase the product-per-customer ratio.
Most common skills for finance & sales representative:
- Financial Products
- Work Ethic
- Customer Service
- Loan Applications
- Product Knowledge
- FSR
6. Investment Executive
How investment executive uses Financial Products:
- Manage nearly USD 20MM in Peruvian equities for select high net worth individuals.
- Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
- Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
Most common skills for investment executive:
- Develop Strong Relationships
- Comprehensive Knowledge
- Financial Products
- Business Development
- Securities
- Estate Planning
7. Personal Banking Representative
How personal banking representative uses Financial Products:
- Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
- Open new bank accounts, order debit and ATM cards for new and existing customers.
- Coach associates in cross-selling of products, create work schedules and implement procedures to reduce expenses.
Most common skills for personal banking representative:
- Bank Products
- Profiling
- Customer Inquiries
- Financial Products
- Financial Services
- Customer Issues
8. Licensed Sales Producer
How licensed sales producer uses Financial Products:
- Generate production and leads through telemarketing sales.
- Provide quotes, bound coverage for insurance products through Allstate and its brokered affiliates for new business and cross sell campaigns.
- Directly-Assist agency owner in developing new market strategies to solicit new business and increase cross-selling to existing book of business.
Most common skills for licensed sales producer:
- Customer Service
- Financial Products
- Life Insurance
- Product Knowledge
- Policy Changes
- Outbound Calls
9. Finance Agent
How finance agent uses Financial Products:
- Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
- Assemble, and stage POS system.
- Test and diagnose problems on POS VeriFone FD55 and component parts.
Most common skills for finance agent:
- Term Care
- Customer Inquiries
- Annuities
- Financial Products
- Customer Issues
- Payment Arrangements
10. Business Banker
How business banker uses Financial Products:
- Facilitate the origination process; manage re-looks with corporate small business lending group.
- Manage a portfolio in various stages of workout including liquidation, refinancing, restructure, rehabilitation, bankruptcy and litigation.
- Develop relationships with high-value commercial clients by prospecting and cross-selling banking product portfolio.
Most common skills for business banker:
- Customer Service
- Financial Products
- Financial Services
- Financial Statements
- Business Development
- Cash Flow Analysis
11. Communications Manager Internship
How communications manager internship uses Financial Products:
- Manage a web-base graphical interface that utilize a SQL database to better track fabrication lab operations.
- Orchestrate social media outreach with Facebook, create web banner and overall messaging.
- Design, develop and implement a LinkedIn demonstration to help familiarize all internal employees of the professional media site LinkedIn.
Most common skills for communications manager internship:
- Internship Program
- Market Research
- Business Plan
- Financial Products
- Payroll
- Administrative Tasks
12. Investment Consultant
How investment consultant uses Financial Products:
- Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
- Research securities to determine value by analyzing financial statements, corporate filings and earnings reports
- Preform timely and accurate securities operational support functions, trade processing, settlement reporting.
Most common skills for investment consultant:
- Financial Services
- FINRA
- Financial Products
- Client Relationships
- Investment Products
- Client Satisfaction
13. Retirement Plan Specialist
How retirement plan specialist uses Financial Products:
- Generate sales leads for personal investments, annuities and plan sales.
- Participate in establishing and testing pension plans on PeopleSoft to automate applicable calculations.
- Call into the ADP payroll client base to cross-sell retirement products and work with payroll reps on joint sales.
Most common skills for retirement plan specialist:
- Life Insurance
- Financial Products
- FINRA
- ERISA
- Retirement Accounts
- Plan Design
14. Finance Coach
How finance coach uses Financial Products:
- Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
- Review home buying information with clients and discuss HUD programs available.
- Carry out office objectives while constantly reviewing company program guidelines and HUD funding conditions essential to reaching company goals.
Most common skills for finance coach:
- Money Management
- Financial Stability
- Financial Services
- Financial Management
- Financial Products
- Community Outreach
15. Natural Gas Trader
How natural gas trader uses Financial Products:
- Achieve the highest profit margin of metals derivatives team.
- Manage and trade daily power positions in the PJM region.
- Manage business, sales, marketing, international negotiation and communication for a commodities business.
Most common skills for natural gas trader:
- Risk Management
- Derivative
- Gas Supply
- Storage Assets
- Financial Products
- Market Trends
16. Real Estate Loan Officer
How real estate loan officer uses Financial Products:
- Manage a multifacete commercial real estate investment firm.
- Supervise loan from origination and application through processing and final disposition.
- Complete origination documents, obtain necessary signatures and deliver complete loan package to processing.
Most common skills for real estate loan officer:
- Real Estate Loans
- Mortgage Loans
- Business Development
- Escrow
- Financial Products
- Financial Statements
17. Marketing Officer
How marketing officer uses Financial Products:
- Develop and manage marketing programs and partner integration for industry marketing in government, healthcare and education markets.
- Create Facebook social media program to enhance search engine traffic.
- Double Facebook fan base within the first year of its launch.
Most common skills for marketing officer:
- Digital Marketing
- Website Content
- Promotional Campaigns
- Product Development
- Financial Products
- Sales Strategies
18. Senior Energy Trader
How senior energy trader uses Financial Products:
- Hire and manage an experience team of NERC energy traders.
- Execute and manage spreads, cracks, and volatility portfolio futures and OTC.
- Project manage new commercial paper program conversion on Bloomberg trading system which streamline processing under tight time deadlines.
Most common skills for senior energy trader:
- Risk Management
- Portfolio Management
- Derivative
- Fixed Income
- Financial Products
- Trade Execution
19. Personal Banking Officer
How personal banking officer uses Financial Products:
- Work one-on-one with clients to gather requirements and identify cross-selling opportunities and leverage customer leads and referrals to identify new prospects.
- Refer customers to bankers regarding any new accounts, investments, loans, reordering new checks and ATM cards.
- Cultivate relations with company business partners to identify and maximize cross-sell opportunities.
Most common skills for personal banking officer:
- Bank Products
- Loan Applications
- Cross-Sell
- Financial Products
- Financial Services
- Customer Relationships
20. Finance Manager Assistant
How finance manager assistant uses Financial Products:
- Monitor all transactions in assign inventory finance portfolio to manage invoice funding approval decision.
- Improve existing financial policies and procedures and reinforce accounting operations, accounting close, account reporting and reconciliations.
- Test PeopleSoft functionality and participate in data cleansing as part of implementation.
Most common skills for finance manager assistant:
- Payroll
- Financial Assistance
- Patient Accounts
- General Ledger
- Financial Products
- Financial Management
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Updated December 28, 2023