Is Finance a Good Career Path? An Industry Veteran’s Insight

One of the most surprising aspects of my two-decade career in financial services at two of the largest brokerage firms was how many career paths there are in the industry.

The financial services industry is not only limited to roles like Financial Advisor, Financial Planner, Finance Analyst, Research Analyst, Investment Banker, Accountant, or other jobs in finance.

Finance is a good career path because there are so many different paths. Many don't even require a finance degree or related coursework.

Many people would be surprised to find out how many career paths there are and how well careers in financial services pay. Most jobs do not require a finance degree or business degree of any kind.

Financial Advisors need internal customer service. There are many areas within Service. Expertise in finance is generally not required. Positions in Service are easier ways to get your foot in the door.


In Financial Services, there are many roles behind the scenes. Many of these roles are reconciling financial data and financial records.


This position is responsible for developing new products and features. They can be investment products or software.

Product Development

The Financial Services Industry and investment firms are highly regulated. Risk and Compliance are roles I never knew existed before my career began.

Investment Product Risk Manager

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