Notice

This page is intended to be informative and the listed careers represent roles available in the financial services industry. Not all roles may be available at ROI Financial.

Financial Planner

Financial Planner

Financial planners must crunch numbers and apply principles of accounting in order to devise plans suitable for individual investors. They also need to inspire trust in people and promote their services. Finance majors are strong interpersonal skills.

Financial Analyst

Financial Analyst

Financial analysts build financial models and conduct complex quantitative analyses. Financial analysts also produce reports detailing their findings and present their analyses to other members of the banking or finance team.

Investor Relations

Finance majors with strong writing, organizational, and communication skills can thrive in this role. Investor relations professionals prepare and present financial information about their company or corporate clients to investors, analysts, and business media.

Book Keeper

Bookkeeper

Bookkeeping is the work of a bookkeeper (or book-keeper), who records the day-to-day financial transactions of a business. They usually write the daybooks containing records of sales, purchases, receipts, and payments.

Accountant

Accountant

Finance majors learn to construct, interpret, and critique financial statements while completing the accounting component of their studies. Thus, they become capable of carrying out complex accounting work in financially oriented industries.

Credit Analyst

Credit Analyst

Credit analysts evaluate the financial standing of loan prospects and assess the risks involved with offering them financing. Finance majors learn to appraise the financial viability of entities and interpret their financial records and data. The investigative mindset of a finance major would enable the credit analyst to scrutinize the legitimacy of financial information furnished by clients.

Commercial Real Estate

Commercial Real Estate Agent

Finance majors with strong verbal skills and a sales orientation should consider a career as a commercial real estate agent. Commercial real estate agents analyze the business plans and financial status of clients in order to recommend appropriate spaces for their enterprises.