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Gone are the days when there were limited career options available in the field of finance. Lack of awareness and limited knowledge was a great hindrance in leading the right path. The world is moving fast. Now artificial intelligence is affecting every nook and corner globally.

Name a sector, you will find that artificial intelligence is there to disrupt that particular sector. Data is said to be the new oil. With data, combined with the ability of the machine to learn itself for the better and refined outcome is no longer a dream.

You can get high precision results in applying machine learning and deep learning techniques. But for that along with expertise in artificial intelligence tools and techniques, you will need domain expertise.

You must remember that finance is a domain that is the backbone of any business. Name it. Whether it’s a small business, large corporates, or even government, everyone’s success depends on how well they manage their finance.

Notwithstanding the growing economy, the finance sector has more developed and is well organized now. The finance industry is multifaceted. It has a myriad of job opportunities to the aspirants who want to create a niche for themselves in the field of finance.

Nowadays it is easy to find a job where one has an interest. The only requisite is to have the right skill set to be able to get the job. And a career in finance is among the various other available good alternatives.

So, let’s have a look at these promising career opportunities, though traditional is yet still relevant and available in the finance domain.

1. Want to Plan the Finance for Individual or Business Go for a Financial Planner

Financial planners advise the people and help them to meet their financial goals. It can be choosing a good retirement policy or saving to fulfill future financial obligations. Financial planners also suggest various policies that help in saving tax or getting good term insurance.

Roles and Responsibilities

  • As a financial planner, your job will be to advise your clients on how to meet their financial objectives.
  • The financial planner can either work for large insurance companies or investment firms.
  • They can also work independently.


  • Financial Planner should have sound knowledge of all the investment-related transactions to be able to give sound advice to their clients.
  • Financial Planner should possess strong communication skills.

Educational Qualification

  • There is no prerequisite for a financial planner to obtain a high degree in finance.
  • Financial Planner should obtain the license to become a certified financial planner. Without obtaining this license, the financial planner cannot work independently.

2. Banks and Financial Institution Attracts You, a Commercial Banker Will Be the Right Choice

Commercial banks include large entities to local institutions that offer financial services. These services range from the opening of the bank account to providing loans and other services. There are a myriad of job opportunities in this sector. It includes jobs of tellers, loan officers, back-office jobs, and Branch managers.

Roles and Responsibilities

The role of the commercial banker is to assess the financial needs of the client and address them.

The role of commercial banker includes the following duties:

  • communicating with the clients
  • Setting of the sales target and achieving them
  • promoting banking products
  • Opening accounts

Help Your Finances


Strong communication and interpersonal skills are basics to the job role of a commercial banker.

Educational Qualification

  • At the entry-level, there is no educational prerequisite.
  • To reach higher positions a Master Degree in Finance is preferred

3. Looking for Stock Market or Want to Pick Stocks for Investing, Go for an Equity Research Analyst

Equity Research Analyst monitors market data and news reports. They analyze these data and news reports to draw meaningful conclusions. They assist the portfolio managers and fund managers in making informed decisions for their clients.

Roles and Responsibilities

  • The role of the Equity Research Analyst is to study the various trends and patterns of stocks and industry.
  • They assist the portfolio manager in making informed decisions.
  • Equity Research Analyst should be able to create algorithms that help in identifying profitable stocks investment opportunities.
  • They are required to write an unbiased equity research report after analyzing the trends and patterns of the stock.


  • Basic knowledge of financial modeling
  • Report writing skills
  • Strong communication skills
  • Ability to do in-depth research.

Educational Qualification

Bachelor’s degree in Economics will help the Equity Research Analyst to understand the macroeconomic trends better.

A Master Degree in Finance or Business Analysis is an added advantage.

4. The Nitty-gritty of Insurance Interests You Then Choose Actuarial Science

An actuary is a professional whose role is to measure and manage the risk and uncertainty. They employ financial theory to assess the financial cost attached to the happening of an event. It is also their job to help the client to reduce this financial cost.

Roles and Responsibilities

  • To assess the financial security systems.
  • As an Actuary you will be responsible for ascertaining the likeliness of the occurrence of any undesirable event.
  • Another important role of an Actuary is to minimize the impact of the economic losses arising as an outcome of the occurrence of the undesirable event.


  • Strong understanding of Mathematics and Business.
  • Problem-solving skills.
  • Good business sense.

Education Qualification

•    Masters Degree in one of the following stream:

  • Mathematics
  • Statistics
  • Finance
  • Economics

5. Financial Analysts Help Plan for Investments and Management of Corporate Funds

Financial Analyst is the most coveted career in the financial sector. The financial Analyst job is to prepare financial reports and assist companies in their investment decisions.

Financial Analyst jobs are available at the junior and the senior level.

Financial Analysts can choose to work either in the securities industry or large corporations.

In the security industry, Financial Analyst analyzes stocks and bonds for banks and other companies.

In large corporations, Financial Analyst analyzes the internal financial data of the company and produce financial plans. They also project revenues and expenses. They assist the managers to make informed investment decisions.

Roles and Responsibilities

  • The prime role of the financial analyst is to advise the companies on investment decisions.
  • A financial analyst has to analyze the factors like market trends, the financial health of a company, and other macro and microeconomics trends.
  • The financial Analyst also analyzes the financial information to forecast the future growth of the business.


  • Analytical mindset
  • Strong communication skills
  • Technology Savvy
  • Leadership skills
  • Self-disciplined

Educational Qualification

Bachelors degree with a major in one of the following field is preferred:

  • Economics
  • Finance
  • Statistics

6. Corporate Finance Personal Execute Plans by Financial Analysts

The corporate finance career is available at the entry-level as well as senior positions.

At the senior level, the role becomes intense and more complicated. Therefore, senior positions in corporate finance require specialization. These jobs are available at the MNCs and startups as well.

Roles and Responsibilities

  • To prepare financial statements of the organization
  • To arrange and manage the capital required to run the enterprise
  • To maximize the corporate value

The personnel in corporate finance needs to perform the following functions:

  • Planning and executing the overall financial strategy of the company.
  • Negotiate the lines of credit
  • Communication with third parties, such as auditors.


The following skills set help in the job at corporate finance:

  • Leadership skills
  • Ability to work independently
  • Team Management
  • Strong communication
  • Well versed with technology
  • Analytical skills

Educational Qualification

A minimum requirement for any job in corporate finance is the bachelor degree in any of the following stream:

  • Finance
  • Accounting
  • Business
  • Economics
  • Higher specialization courses in Finance like CFA are requisite for jobs at a senior level in Corporate Finance.

7. A Corporate Investment Banker Guy Looks after and Manages the Corporates Funds Needs

Investment Bankers work for corporate, Government, and high net worth individuals. They work in the capital market.

Their finance career revolves around assisting their clients in raising the capital from the market. They also provide financial advisory services to the clients. Apart from this, they are also engaged in the mergers and acquisition activities.

Roles and Responsibilities

  • Assisting in mergers and acquisitions deals.
  • Underwriting of new stock issues.
  • Acting in the capacity of a financial advisor


Career in Finance

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Educational Qualification

  • Bachelor’s degree in suffices at the entry-level.
  • A Master in Finance from a good business school is a great advantage to scale up in investment banking jobs.
  • Professional courses like Chartered Financial Analyst have added advantages.

A Concluding Remark

Don’t forget that the world is moving towards an AI-enabled world. So even you move up on the ladder of the finance career, you need to upgrade your skills. Skills to match the growing needs of the finance sector. Do explore the exciting field of AI along with expertise finance domain knowledge.  

Written By
Karun Verma is an internet marketer with an experience of 10 years. He holds an MCA degree and a PGDBA in Marketing and specializes in Technical SEO. He is a digital marketing consultant currently offering his services to the other SEO agencies based in Canada, USA and India. Follow him on Linkedin

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