Target Jobs in Finance and Investments


Professional designations (alphabetical order):

Accredited Asset Management Specialist (AAMS)

Accredited Investment Fiduciary (AIM)

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

Chartered Retirement Planning Counselor (CRPC)

Certificate in Investment Performance Measurement (CIPM)

Certified Fraud Examiner (CFE)

Certified Investment Management Analyst (CIMA)

Certified Private Wealth Advisor (CPWA)

Certified Public Accountant (CPA)

Certified Trust and Financial Advisor (CTFA)

Enrolled Agent (EA)

Finance Risk Manager (FRM)

Investment Management Certificate (IMC)

Retirement Income Certified Professional (RICP)

Securities industry professional licenses such as the Series 24, 6, 63, 7, 65, 66, 79 (

the 66 is 6 and 65 together)

Investment banking RR

Advanced Financial Modeler (AFM)
Financial Modeling & Valuation Analyst (FMVA)™


Types of Jobs:

Buy side trading

Buy side analysts

Sell side trading

Sell side analysts

Difference between buy side vs sell side


Research/financial analysts

Entry-level analyst

Investment analyst (investing, banks, brokerage, hedge funds)

Equity analyst

Financial analyst (on staff at traditional corporations)

Chief Financial Officer




Investment Banking

Mergers and Acquisitions



Private Equity – established companies

Associate – pre-MBA

Vice President/Principal

Managing Director/Partner


Venture Capital – new or start up companies


Financial Planning/Wealth Management/Investment Management:

Wirehouse financial advisor

Wealth Management financial advisor/CFP

Portfolio Advisor (money managing)

Investment advisor associate

Para-planner, Registered Paraplanner℠

Office administration, Back Office admin

Client Service (Client Relationship Manager, Client Service Associate, Financial Planning Associate)

Junior advisor

Advisor – Sales/Prospecting – seminar leader/business development



Private Bankers


Investment Strategist

Investment writing

Investment On Air Commentator



Mutual Fund Salespeople

Wholesalers who work with the finance industry


Portfolio Managers

(Mutual funds, investment companies, banking, hedge funds)

Fixed Income




Investor Relations

Client Relationship Manager


Target industries within finance/investments



Green technology

Health or medical