We may earn a commission if you click on a product link and make a purchase at no additional cost to you. For more information, please see our disclosure policy.
Last updated: January 15, 2026
Key Takeaways
- High Earning Potential: Financial services careers often offer above-average compensation, especially in roles tied to investments, risk management, and senior-level financial decision-making.
- Diverse Career Paths: The industry spans planning, analytics, compliance, technology, and investment roles, allowing professionals to align careers with technical, strategic, or client-focused
strengths . - Strong
Hiring Trends: Renewed demand across financial services has created opportunities for both experienced professionals and those transitioning into the field. - Education Matters: Most financial services roles require strong academic credentials, specialized
training , or certifications to remain competitive and advance long term. - Challenging Yet Rewarding: These careers demand precision, accountability, and adaptability, but offer meaningful impact, intellectual challenge, and long-term career stability.
Careers in Financial Services are some of the most challenging and rewarding careers. It is certainly one of the higher-paying industries and the last few years have seen renewed
Top Financial Careers
- Financial Planner: Help individuals manage their finances by creating comprehensive financial plans, offering advice on investments, retirement, and estate planning, and guiding clients toward their long-term financial goals.
- Actuary: Utilize mathematics, statistics, and financial theory to analyze the financial costs of risk and uncertainty, providing crucial data for decision-making in
insurance , pensions, and other economic sectors. - Credit
Analyst : Assess the creditworthiness of individuals, businesses, and organizations by analyzing financial statements and credit data, helping lenders determine the risk of lending money or extending credit. - Portfolio Manager: Manage investment portfolios on behalf of clients or institutions, making decisions about investment mix and policy, matching investments to objectives, and balancing risk against performance.
Learn Finance with Top Industry Experts. The 365 Financial Analyst program equips you with the versatile skillset you need to start a career in data science
- Financial Consultant: Provide specialized financial advice to clients, helping them make informed decisions on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement.
- Private Equity
Analyst : Assist in identifying, evaluating, and managing private equity investments, performing financial modeling, market research, and due diligence to support investment decisions and portfolio management. - Wealth Manager: Offer comprehensive financial services and advice to high-net-worth clients, including investment management, tax planning, estate planning, and retirement planning, tailored to individual needs.
- Corporate Treasurer: Manage a company’s financial assets, including cash management, investments, and risk management, ensuring the company maintains optimal liquidity and financial stability.
- Financial Software Developer: Design and develop software applications for financial services, creating tools for trading, risk management, and financial analysis, ensuring they meet industry standards and client needs.
- Quantitative
Analyst : Use mathematical models to identify financial opportunities and manage risk, applying quantitative methods to develop strategies for trading, investing, and managing financial portfolios.
Optimize your job search in minutes with 18 powerful tools
Build a standout resume, tailor it to every role, discover jobs you’ll love, and apply with one click — all in one place. Perfect for self-starters who want speed and flexibility.
Compliance
- What They Do –Compliance Officers oversee the Corporate Compliance Program, functioning as an independent and objective body that reviews and evaluates compliance issues/concerns within the organization. Many of these are driven by regulatory requirements, while others are considered best practice. They develop, initiate, and maintain policies and procedures for organizations and their related activities to prevent illegal, unethical, or improper conduct.
- How Much They Make – This depends on their background and experience. Many compliance officers are trained lawyers, which allows them to command higher compensation. Others who have pursued a career specifically in compliance might not make as much, but this can vary significantly.
Salary survey here ==>> Compliance Officer
-
- Education and
Training Requirements – Most compliance officers havecollege degrees and, as indicated above, many of them are trained lawyers. Much, of course, depends on the role. You can find some of the requirements at the following link ==>>How to Become a Compliance Officer
- Education and
Risk Officer
- What They Do –Risk officers are responsible for the governance and management necessary to identify, evaluate, mitigate, and monitor the company’s financial risk. Develops &/or utilizes financial risk management tools and practices to analyze and report on financial market risks. Monitors the organization’s financial risk management policies and limits to ensure that they comply with applicable regulations and industry standards.
- How Much They Make – Compensation has a broad range, depending on the position’s responsibilities and level. ==>>Risk Management Salaries
- Education and
Training Requirements – As with most of these positions, acollege degree is a must-have (difficult without one). You can find some of the requirements at the following link ==>>Financial Risk Manager
Building a successful career in finance requires a combination of education, experience, and a deep understanding of the markets. Fortunately, there are many great books out there that can help aspiring finance professionals develop the skills and knowledge they need to succeed.
Asset Managers
- What They Do –Asset managers offer financial advice to individuals, organizations, and corporations. While they typically work within a
team that includes tax and estate-planning professionals, they may also recommend investment portfolio solutions.
- How Much They Make – According to Glassdoor.com, the median
salary can go well above $100,000.Salary survey here ==>> Asset Manager Salaries
- Education and
Training Requirements – Generally speaking, you don’t start your career as an asset manager. You typically work your way up through an organization, supporting asset management professionals as you work toward becoming one yourself. You can find some of the requirements at the following link ==>>How to Become an Asset Manager
Learn Finance with Top Industry Experts. The 365 Financial Analyst program equips you with the versatile skillset you need to start a career in data science
Investment Banking Analyst
- What They Do –Analysts are typically hired directly out of
college and begin their careers in structuredtraining programs. As entry-level professionals, they handle much of the core workload in investment banking. For those focused on investment banking interview preparation, it’s essential to understand that analysts prepare presentations, perform complex financial analyses, conduct industry and company research, and manage essential administrative tasks. - How Much They Make –First-year investment banking analysts typically earn total compensation in the $120,000–$150,000 range, including base
salary and bonus. By the associate level, total compensation normally ranges from $250,000–$400,000, with top performers at elite firms earning even more in strong deal years.
Salary survey here ==>> Investment Banking Salary & Compensation, Average Bonus in Banking - Education and
Training Requirements – It is doubtful you will get into this line of work without a college degree. The better the school (and your grades), the better your chances. You can find some of the requirements at the following link ==>>How To Become An Investment Bank Analyst
Learn Crash Courses presents Certified Financial Planner Crash Course - Complete Review - Top Test Questions!
Financial Auditor
- What They Do –Financial auditors
plan audits to assess internal control effectiveness, review compliance with applicable regulations, ensure standardaccounting practices and corporateaccounting policies are followed, and provide recommendations that create greater efficiencies/controls in terms of operations and financial reporting.
- How Much They Make – Financial auditors typically earn total compensation in the $65,000–$95,000 range, depending on experience, industry, and credentials. Senior auditors, managers, and those in specialized or regulated sectors often earn well into six figures.
Salary survey here ==>> Salary for Auditors
Further Guidance & Tools
- Outlook Data: Use BLS Occupational Outlook to compare growth, typical pay, and requirements across core finance careers.
- Planner Path: Use CFP Board career guidance to understand financial planning roles, standard tracks, and
skills employers expect. - Actuary Track: Use SOA career paths to map risk-focused roles and the learning steps that lead to actuarial opportunities.
- Investment Roles: Use CFA Institute career paths to explore portfolio management and analytics roles and the capabilities tied to investment work.
- Professional Check: Use SEC IAPD to verify registrations and disclosures when evaluating firms or professionals in advisory and wealth management environments.
Showcases superior resumes for a wide range of professionals--from entry-level personnel to senior staff members-in the fields of Accounting, Tax, Finance, and Law, plus other related fields including Information Systems/Information Technology.
Next Steps
- Target Roles: Pick two financial services career paths and list the
skills , tools, and credentials that appear most often in job descriptions. - Skill Proof: Build one concrete work sample, case study, or project summary that demonstrates results you can discuss in interviews.
- Resume Fit: Rewrite
your resume headline and core bullets to mirror role keywords and quantify outcomes tied to revenue, risk, or efficiency. - Network Map: Identify
hiring managers, recruiters, and alumni in your target niche and request focused conversations that uncover needs and referrals. - Interview Prep: Prepare concise stories for client impact, analytical rigor, and ethical judgment, then practice answering common finance role questions.
Final Words
Financial services can offer high pay, strong mobility, and meaningful work, but the best opportunities go to specific candidates. You can choose a path that matches your
Mark Fiebert is a former finance executive who hired and managed dozens of professionals during his 30-plus-year career. He now shares expert job search, resume, and career advice on CareerAlley.com.