Manages a company’s financial records and checks that the numbers are correct
bookkeeper
Helps people choose insurance plans and manage financial risk
insurance agent
Manages people’s investments and retirement savings
investment manager
Studies financial data and gives advice about investments or business decisions
financial analyst
Helps people plan how to use their money and save for the future
financial advisor
Works at a bank and helps customers with loans accounts and services
banking advisor
Helps businesses plan budgets and control spending
financial planner
Manages the money and financial activities of a company
finance manager
Helps people prepare and file their taxes correctly
tax preparer
Checks a company’s financial records to make sure they are correct and legal
auditor
Approves or rejects loan applications after reviewing financial information
credit analyst
Collects payments from people who owe money to a company or bank
debt collector
Lends money to people or businesses and manages loans
loan officer
Keeps financial records and prepares financial reports for a business or person
accountant
Helps people buy or sell property and explains mortgage options
mortgage broker
Works with customers who have credit cards or loans and helps manage payments
credit officer
Works at a cash desk and handles payments and transactions
cashier
Studies money and the economy to understand how markets work
economist
Helps people buy sell and invest in stocks and other investments
stockbroker
Works at a bank and helps customers open accounts deposit money and ask questions
bank teller