Jobs & Degrees in Finance and Investments

What kind of finance career do you want?

jobs and careers in finance and investments


Are you certain about the types of jobs in finance and investments that you would like to target in your job search? There are many exciting fields to discover and think about for your next position. Here is a list of designations, certificates, and credentials in Finance. Included in the list is types of jobs in financial planning, investment management, wealth management, Private Equity, and Venture Capital.


Finance professional designations (alphabetical order):

Accredited Asset Management Specialist (AAMS)

Accredited Investment Fiduciary (AIM)

Advanced Financial Modeler (AFM)

Certified Financial Planner (CFP)

Certified Anti Money Laundering Specialist (CAMS)

Chartered Alternative Investment Analyst – (CAIA)

Chartered Financial Analyst (CFA) ** see more below

Chartered Life Underwriter – (CLU)

Chartered Investment Counselor – (CIC)

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)

Financial Paraplanner Qualified Professional™ (FPQP™)

Investment Management Certificate (IMC)

Investment Banking RR

Personal Financial Specialist (PFS)

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)


FP&A – Financial Planning and Analysis

Financial Modeling & Valuation Analyst (FMVA)™

Certified Corporate FP&A Professional (FP&A)


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

Credit analyst

Financial analyst (FP&A on staff at traditional corporations)




Investment Banking

Mergers and Acquisitions



Private Equity – established companies


Managing Director

Vice President

Associate – pre-MBA


Venture Capital – new or start up companies

General Partner
Limited Partner
Managing Director
Venture Partner
Senior Associate / Associate


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


Portfolio Managers

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

Fixed Income




Investor Relations

Client Relationship Manager


Target industries within finance / investments



Green technology

Socially responsible investing

Impact investing

Health or medical



Private Bankers


Investment Strategist

Investment writing

Investment On Air Commentator



Mutual Fund Salespeople

Wholesalers who work with the finance industry




Certified General Accountant (CGA)
Certified Government Financial Manager (CGFM)
Certified Internal Auditor (CIA)
Certified Management Accountant (CMA)
Chartered Professional Accountant (CPA)
Certified Public Accountant (CPA)
Certified Treasury Professional (CTP)
Chartered Accountant (CA)
Chartered Global Management Accountant (CGMA)
Chartered Financial Analyst (CFA)
Chartered Certified Accountant (ACCA)
Institute of Chartered Accountants in England & Wales (ICAEW) Chartered Accountant (ACA)

Treasury Management

Treasury Management Analyst
Treasury Management Specialist
Treasury Management Sales Analyst
Treasury Management Auditor

C-Suite Executives

Chief Executive Officer (CEO)
Chief Financial Officer (CFO)
Chief Information Officer (CIO
Chief Operating Officer (COO)
Chief Marketing Officer (CMO)
Chief Compliance Officer (CCO)
Chief Human Resources Manager (CHRM)


Types of jobs for CFA & CIPM

Derivatives & Alternative Investments
Investment performance and risk evaluation
Portfolio management and wealth planning
Economics areas in corporate financial firms
Financial Reporting and Analysis
Corporate Finance
Private Equity
Venture Capital
Mutual Funds, insurance, and investment firms
Equity Investments
Fixed Income


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