Direct financial activities, such as planning, procurement, and investments for all or part of an organization.

Direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.

Analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization.

Examine and analyze accounting records to determine financial status of establishment and prepare financial reports concerning operating procedures.

Conduct quantitative analyses of information affecting investment programs of public or private institutions.

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and...

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan...

Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.

Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.

Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.

Buy and sell securities and commodities to transfer debt, capital, or risk. Establish and negotiate unit prices and terms of sale.