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ELMI Home > Career Resources > Career Clusters >

Financial Services


Financial Services Career Cluster Table Excel file | Adobe Acrobat file

What's in the Table pdf file

Workers in financial services careers make strategic decisions to obtain, save, protect, and grow the financial assets of individuals and businesses. These careers require skills in organization, time management, customer service and communication as well as strong computation, analytical, and interpersonal skills.

There are five career pathways in the Financial Services Cluster:
  • Accounting
  Examples of jobs in this pathway: Accountant; Auditor; Bookkeeper; Bursar; Certified Public Accountant (CPA); Tax Accountant; Public Accountant; Revenue Audit Clerk; Tax Preparer; Plant Controller; General Ledger Accountant; Internal Auditor

  • Banking Services
  Examples of jobs in this pathway: Credit Analyst; Loan Officer; Teller; Loan Processor; Customer Service Rep; Data Processor; Internal Auditor; Compliance Officer; Title Abstractor or Examiner; Repossession Agent; Debt Counselor

  • Business Finance
  Examples of jobs in this pathway: Financial Analyst; Treasurer, Controller, and Revenue Agent; Economist; Tax Collector; Revenue Agent; Benefits Specialist; Real Estate Analyst; Certified Purchasing Professional

  • Insurance
  Examples of jobs in this pathway: Claims Rep, Examiner, and Investigator; Insurance Appraiser; Underwriter; Actuary; Sales Agent; Customer Service Agent; Processing Clerk; Direct Marketing Rep; Insurance Broker; Loss Prevention Specialist

  • Securities and Investments
  Examples of jobs in this pathway: Personal Financial Advisor; Tax Preparation Specialist; Sales Agent, Securities or Commodities; Investment Adviser; Brokerage Clerk; Fraud Examiner; Securities Analyst; Stock Broker; Risk Management Specialist; Commodities Trader


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