What is the Finance Industry?

The Finance Industry is an umbrella term that encompasses many roles and career paths in financial services, banking, investing, advising, insurance, and real estate. There are nearly 7 million Americans employed in the finance and insurance industry. Employment in this industry is extremely varied and may offer many opportunities for advancement and career changes.
The financial sector is a section of the economy made up of firms and institutions that provide financial services to commercial and retail customers. The financial services sector is comprised of banking, mortgages, credit cards, payment services, tax preparation and planning, accounting, and investing. Financial services are often limited to the activity of firms and professionals, while financial products are the financial instruments these professionals provide to their clients.

Potential Career Examples in the Finance Industry

  • Banks
  • Credit Unions
  • Tax Preparer / Accountant
  • Insurance providers
  • Financial Planner / Advisor / investment managers
  • Mortgage brokers
  • Payment processors
Career Qualifications
Additional certification or licensing may be required for product sales, investment advising, and/or money management.


 Compensation in the finance sector can vary and may include:

  • Full/part-time (salary/hourly)
  • Contract work
  • Grant-funded positions

Finance Resources

Finance Professional Profile

Justin Chidester, CFP®, AFC®, AFCPE® Member and Owner of Wealth Mode Financial Planning

 I provide financial planning to people who are like me: those who want to raise a family without sacrificing their bucket list items. I empower my clients to align their money with their personal values, invest right, and use their wealth for good. I call that “living in Wealth Mode,” which sounds a lot cooler than “making good financial decisions.”

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