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

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.

A business degree was not necessary for any of the following roles. I do not have a bachelor's degree in finance, yet I did them all. All of this pinballing around raised my income nearly 8x in 22 years.


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.


These roles include supporting Tax Reporting, Financial Performance Reporting, Money Movement, Financial Statements, Securities Trading, Trade Corrections, Corporate Actions, Retirement Processing, and Fee Billing.

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

Product Development

Investment Product Risk Manager

There are many roles in these areas, and most pay well. Examples of roles within risk management include Financial Risk Manager, Product Risk, Technology Risk, and Credit Risk.

For me, this role was in the Investment Risk department, but these analytical roles exist in all areas of the industry. There are many roles that revolve around analyzing data to report to management.

Analytics Manager

Product Manager: Advice & Research

A Product Manager in an Advice & Research department partners with stakeholders to determine firm financial advice on topics like: “Maxing out a 401k?” or “asset allocation.”

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