Financial Careers Articles

  1. Financial Career Options For Professionals

    Find out if spreading your wings to try a new career will make you soar or fall flat.
  2. Decline Of The Independent Broker-Dealer

    Since the financial crisis of 2008-2009 the numbers of independent broker-dealers have been steadily declining. Find out why, and if the trend will continue.
  3. Sell-Side Analysts Need Series 86/87 Exams

    Though these tests are not particularly difficult or comprehensive, passing them is mandatory to work as a sell-side analyst.
  4. A Look At What Comptrollers Do

    This article examines a comptroller’s job responsibilities, skill set and formal educational requirements as well as where the job can take you in your career.
  5. 7 Designations For The Sell Side

    While all of these designations demand a substantial commitment in time, money and effort, the end result is worth it.
  6. Tips For Working As A Real Estate Agent

    Here are a few ideas that will help you advance your career as a successful real estate agent.
  7. Tips To Get Into A Broker Training Program

    Becoming a registered representative isn't easy. Learn how to succeed at the first step.
  8. A Day In The Life Of A Portfolio Manager

    Portfolio managers go by a number of job titles, manage different asset types and work under different philosophies. Here are three examples of what they do.
  9. Getting Your Real Estate License

    Each state has its own rules, regulations and examination for obtaining a real estate license. Find out what you need to know.
  10. Trying On Potential Employers

    Ditch your ego, prove that you'll work hard and don't settle for the wrong company.
  11. Get A Career In Showbiz Accounting

    An accounting career doesn't have to be boring. If you love numbers, but want excitement as well, consider the field of showbiz accounting.
  12. Designations No Retirement Planner Should Be Without

    Advance your career and gain clientele by adding a few choice certifications.
  13. What Management Accountants Do

    If you like keeping track of a company's income and expenses but also want to hold a position with significant responsibility and authority, management accounting could be the job for you.
  14. Should You Head Back To Business School?

    Find out if an MBA is necessary for you to reach your professional goals.
  15. Post-Grad Degrees That Pay The Highest

    A post-graduate degree could be well worth the extra time and expense.
  16. Becoming A Chartered Market Technician

    The CMT certification involves three tough exams. Find out what you need to do in order to pass.
  17. Evaluating Firm Size In A Financial Advisor Job Hunt

    The choice between a larger or smaller company may be decided by an advisor's experience or temperament. Find out the best size for you.
  18. Wall Street Writers: A Behind-The-Scenes Career

    Regulators, sales people and clients all look to communications professionals to help them navigate the markets.
  19. Becoming A Registered Investment Advisor

    To become a registered investment advisor requires specific licensing, qualifications and regulations, but the greater freedom may be worth it.
  20. Internships: Find The Best One For You

    It only takes a little legwork to land a prestigious career while you're still in college.
  21. Is A Stockbroker Career For You?

    Discover what you need to become a stockbroker and the variety of opportunities that are now available to you.
  22. Business Grads, Land Your Dream Job

    Companies are in need of strategic candidates, not walking resumes. Find out how to set yourself apart from the pack and land the business career you've always wanted.
  23. CIPM: The Key To A Niche Career In Finance

    The prestigious CIPM designation can give you an edge in the finance world. Here's what you need in order to get it.
  24. Examining Stereotypes In Investing

    Irrespective of age, sex and other such factors, no normal investor wants an unsuitable investment. How much people really understand about their investments depends on various factors, including how much money they have invested and for how long, how much they were informed about their investments and how much they bothered to educate themselves.
  25. Careers In The Derivatives Market

    The growing interest in and complexity of these securities means opportunities for job seekers.
  26. Careers In Buy-Side And Sell-Side Research

    The primary professions on Wall Street are made up of sell side and buy side analysts. This article is an overview of the two primary avenues for individuals interested in both fields.
  27. Finding Undiscovered Stocks

    Wall Street tends to focus on large cap stocks, leaving other stocks under-followed and undervalued.
  28. Differences Between Stockbrokers, Investment Advisors And Financial Planners

    Find out how these three financial positions differ and in which areas they can help you with your finances.
  29. How To Transition Into A Finance Career

    If you are pondering a midlife career change that involves a transition into finance, then here are a few tips that will help.
  30. A Day In The Life Of A Financial Analyst

    Generally speaking, a day in the life of a junior or senior analyst can be very labor intensive.
  31. Careers In Credit Counseling

    Consumers are increasingly in need of experts who can walk them through their financial decisions. Here's how you can help.
  32. 5 Viable Career Options In 2013

    If you are looking for a new career next year, take a look at these options. It is anticipated that there will be a high demand for these positions in 2013.
  33. How To Get A Job On Wall Street If You Went To Community College

    Community college doesn't offer an easy road to Wall Street, but it's not impossible.
  34. What To Do If You Failed Your CFA Exam

    Follow these steps to increase your odds of passing your next CFA exam.
  35. Should You Poach Clients From Other Advisors?

    Make sure you know the laws before you seek out clients from other advisors. You could end up in hot water.
  36. Costly Personality Traits In Financial Planning

    For people to be successful with their finances they must plan effectively. However, sometimes negative personality traits can hold people back.
  37. Should Investors Listen To Analyst Recommendations?

    Analysts cannot predict future events with absolute certainty any better than you can.
  38. 8 Qualities That Make A Good Insurance Agent

    Insurance agents must possess each of the following qualities in order to be successful.
  39. Help Your Clients Prepare For The Fiscal Cliff

    With the fiscal cliff fast approaching, financial advisors need to help prepare their clients for coming changes to their taxes.
  40. Working For An Independent Broker-Dealer Vs. A Big Bank

    Here is an overview of what broker-dealers and big banks have to offer to employees and the different opportunities available.
  41. Varieties Of Brokers And How To Pick The Best One

    Figuring out what kind of broker to use can be a daunting task. The key is figuring out just how much help you need.
  42. Is A Retirement Career Right For You?

    More and more people are realizing they must work part time during retirement. Here's a look at if you might have to.
  43. The Rise Of For-Women Advisor Practices

    For-women financial advisory firms help women navigate life changes such as marriage, children, retirement and widowhood.
  44. Jump Start Your Financial Career With The BAT

    The BAT is quickly becoming known in the job market as a tool to provide a window into the minds of those seeking financial jobs.
  45. 5 Top Ways New Advisors Can Land Clients

    Getting involved in the community and using social media are just some effective ways that advisors can meet potential clients.
  46. Is The CFA Worth The Effort?

    Find out if all of the effort devoted to obtaining the CFA is worth it, especially in today's crowded financial job market.
  47. CPA, CFA Or CFP® - Pick Your Abbreviation Carefully

    A couple of letters can mean a big difference. Find out which designation you need and how to get it.
  48. Becoming A Financial Analyst

    A career as a financial analyst requires preparation and hard work, but the payoff can be especially rewarding.
  49. Wanna Be A Bigwig? Try Investment Banking

    A career in this high-stress field can be very rewarding for the right person. Find out if you have what it takes.
  50. 4 Ways To Avoid Clientzillas

    Not every client can be ideal, so here are four ways to avoid the headaches that difficult clients can cause.
  51. Which Financial Careers Pay The Most?

    There are many job that can be considered "working in finance" but some definitely pay more than others.
  52. How To Land A Finance Job With A Bachelor's Degree

    Following these five tips will keep your resume out of the recycling bin.
  53. 4 Ways To Get A Head Start On Your Financial Career

    Breaking into the finance business is tough, but these tips can help.
  54. What Is Your Financial Services Business Worth?

    Understanding how much your practice is worth can help you make decisions about whether or not to sell the practice.
  55. Top Financial Careers In 2012

    Learn about the growth of the financial services sector and which industry niches are thriving in 2012.
  56. Careers For CFAs, CFPs® And CTAs

    Discover the differences between Chartered Financial Analyst, Certified Financial Planner™ and Commodity Trading Advisor credentials.
  57. Top Paying Math-Related Careers

    These jobs require specialized math skills that intimidate most laymen. But, for those with the wit and work ethic to attain this knowledge, there are many high-paying employment options.
  58. Future CEO? Get Your Start In Fixed Income

    Discover why working in fixed income can be your ticket to the highest professional goals you've set for yourself.
  59. Why There Are Few Sell Ratings On Wall Street

    We outline reasons that may show why enforcing more sell ratings isn't guaranteed to increase Wall Street's objectivity.
  60. Tips On Selling Your Financial Services Business

    Planning a sale or transition of your practice over time can help ease your clients into it and can net you a higher sale price.
  61. RV Travelers: A Niche Market For Advisors

    RV travelers can provide an interesting challenge for advisors.
  62. Fatten Up Your Take-Home Pay In 4 Easy Steps

    Many in the financial services industry are underpaid - don't be one of them.
  63. 4 Ways To Build Your Client Book

    Growing your client book takes more effort than simply running a radio or newspaper ad.
  64. Careers With Declining Salaries

    Whether due to the economy or increased competition, these careers are coming with lower and lower salaries.
  65. Unique Places Where Personal Finance Training Is Taught

    Consumers can get personal finance training from schools, the government, the military and a variety of community organizations.
  66. When (And How) To Fire A Client

    Firing the clients who take more of your time and effort than the revenue they contribute is a great way to improve your bottom line.
  67. Understanding Analyst Ratings

    Discover whether analyst recommendations are really worth listening to.
  68. Why Bad Credit Is Bad For Financial Careers

    In order to obtain and maintain a career in the financial industry, it is also important to have a clean credit report.
  69. Ethical Issues For Financial Advisors

    Learn what to do when that devil on your shoulder begins to whisper.
  70. Time Management Tips For Financial Professionals

    Learn about common time wasters and discover time-management tips that will get more work done in less time.
  71. Finding The Right Accounting Certification

    An accounting certification may be the boost your career needs. Find out how to get the most bang for your buck.
  72. 7 Types Of People Who Fail In Finance

    To work in finance, you must be hard working and team-oriented, here are some personalities that are not.
  73. How To Bring A Client Back

    Winning over a lost client isn't something you want to expend most of your effort on.
  74. Be A One-Stop Shop For Your Clients

    Offering comprehensive financial services can bring in business, but coordination is the key to success.
  75. How To Get Referrals

    Getting clients to cross your doorstep is one of the most challenging tasks in any business. Here are some tips.
  76. Advance Your Career With A Finance Job Overseas

    Many finance jobs have moved overseas, creating exciting opportunities. Find out how to get in on the trend.
  77. Advisors: How To Help Young Clients Plan For The Future

    Making high-risk investments isn't always the best course. Learn what other factors advisors should consider.
  78. An Introduction To Fiduciary Advisors

    Offering personalized solutions in a world of cookie-cutter advice may be your ticket to career perfection.
  79. How To Become A Day Trader

    We look at the training, tools, equipment and strategies needed to succeed as a day trader.
  80. Financial Careers Without A College Degree

    Credentials like on-the-job experience and licenses can be much more important for some financial careers.
  81. Find Your Niche In The Financial Industry

    In this article, we'll give you the tools you need to discover the financial career that fits you the best.
  82. Boost Earnings Through Financial Planning

    Meeting more of your clients' needs will help you achieve your financial goals.
  83. Financial Careers After Military Service

    Experience and knowledge gained in the military can transfer over to many business and finance jobs.
  84. Financial Careers With Excellent Salaries

    There are many lucrative career paths a person with an interest in finance can explore.
  85. Financial Designations That Lead To The Highest-Paying Jobs

    Not only do these finance careers pay high salaries, they're also in high demand.
  86. Why You Shouldn't Manage Your Friends' Money

    Your pals may like your returns, but it isn't wise for you to manage their money.
  87. Is A Career In Financial Planning In Your Future?

    Take our quiz to find out whether you're suited for this line of work.
  88. Best Hiring Opportunities For New Grads

    These industries are always hiring and make great starting points for new grads.
  89. An Introduction To The Chartered Business Valuator Designation

    Business valuation is a fast growing field. Discover how you can take advantage with a CBV designation.
  90. Getting A Job As The Tax Man

    If you'd like the IRS to pay you some money for a change, consider a career working in taxes.
  91. Jobs With Great Pay, But Huge Stress

    You may want these jobs for the pay and the benefits, but the work can be a killer.
  92. Top 5 Post-Grad Degrees That Lead To High Pay

    These post-grad degrees take a lot of work, but they pay off in the long run.
  93. The Future Of Sales Brokers

    The role of the sales broker, as a purely transaction-based salesperson, is changing. Find out what's next for this industry.
  94. A Look At Accounting Careers

    More than just crunching numbers, this career blends detective work with trouble shooting.
  95. The Executor's Checklist: 7 Things To Do Before They Die

    Being an executor comes with a lot of responsibility, and these tips will reduce the complications that can come with the job.
  96. Getting Accredited For A Career In Credit Analysis

    We go through the education and certifications you need to join this growing field.
  97. Introduction To The Series 65 Exam

    The Series 65 is required in many states in order to be a fee-based advisor. Find out what it is and whether you need it.
  98. Advisors: Tips For Providing For Older Clients

    Make sure the needs of baby boomers and their parents are met - if not exceeded.
  99. 6 Steps To Successfully Switching Financial Careers

    Save time and money by following these tips to a smooth career transition.
  100. Government Financial Careers: What To Expect

    Government careers paths can offer you the variety of the private sector with added job security and benefits.
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