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What Can You Do With A Major In Financial Services? 

The major in financial services is designed for the student who is interested in a career in the dynamic financial services sector which includes personal financial planning, banking, insurance, and related areas. The financial planning track integrates finance, accounting, employee benefits, and insurance. The objective is to prepare the student for careers in the growing fields of financial services and financial planning. This track also emphasizes communication skills. The curriculum is designed to prepare students for the examinations leading to professional designation such as Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC).

Typical Entry Level Job Titles

Commodities Trader
Credit Counselor
Credit Analyst
Financial Planner 

Typical Job Titles Which Require 2 Years Minimum Experience And/or Master's Degree

Audit Manager
Bank Manager
Payroll Administrator

Branch Manager
Budget Analyst
Business Analyst
Loan Administrator

Career Directions  

Actuary   Foreign Exchange Trader
Appraiser        Government Officer
Audit Manager   Insurance Agent/Broker
Bank Manager   Investment Researcher
Bank Representative   Investment Banker
Bookkeeper   Investor Relations Specialist
Branch Manager   Loan Officer
Budget Analyst   Loan Processor
Business Analyst   Management Accountant
Business Manager   Market Research Analyst
Chief Executive Officer   Mergers and Acquisitions Manager
Chief Financial Officer        Mutual Fund Manager
Claim Adjuster/Examiner   Mutual Fund Trader
Commodities Trader   Payroll Administrator
Consumer Credit/Loan Officer   Portfolio Analyst
Controller   Real Estate Developer
Cost Manager   Sales Analyst
CPA   Securities Analyst
Credit Counselor   Securities Broker
Credit Manager   Stockbroker
Economist   Trust Analyst
Estimator   Systems Analyst
External Auditor   Stockbroker
Financial Planner   Finance Writer
Financial Analyst    

Typical Employers/Work Settings

  • Accounting Firms
  • Advertising Agencies
  • Banking Firms
  • Colleges/Universities
  • Financial Institutions
  • Foreign Trade Companies
  • Government Agencies
  • Insurance Companies
  • Investment Firms
  • Loan Agencies
  • News Organizations
  • Non-profit Organizations
  • Property Insurance Companies
  • Strategic Planning Companies
  • Private Businesses
  • Foundations
  • Commercial Banks
  • Mortgage Banks
  • Hospitals
  • Real Estate Brokers
  • Financial Service Firms

Match This Major To Careers

Question Mark with wording What Can I do with this major?

Beginning Salary Ranges What Are Typical Salaries?

National Average:  Entry Level with a Bachelor’s Degree: $49,000 -From the Spring 2008 NACE Salary Survey (National Association of Colleges and Employers) Note: starting salaries directly correlate with level of each student's GPA, Internship Experience and professionalism.  

Salary Resources  


Links To Professional Associations

Professional Associations are important to explore because many offer student memberships and can give you access to other professionals and their experiences, research, convention or workshop opportunities, professional development and most importantly job databases

American Finance Association
Association for Financial Professionals                                                     
National Association of Personal Financial Advisors  
Southern Finance Association  

Certified Financial Planners Board of Standards
Insurance Information Institute
Financial Industry Regulatory Authority
Financial Management Association
Financial Planning Association
Securities Industry and Financial Markets Association
American Association of Finance and Accounting
Investment Management Consultants Association
International Academy of Financial Management
National Association of Real Estate Brokers
Commercial Finance Association

U.S. Department of The Treasury

Job Search Information Financial careers - includes industry resources, career paths, scholarships, supplemental free online courses, and internship opportunities. 


Graduate Schools

Applying To Graduate And Professional Schools

Link to UNF Academic Program

The  Coggin College of Business   at the University of North Florida offers a Bachelor of Business Administration in  Financial Services. 

Career Action Plan

  • Conduct and informational interview and/or shadow a professional in this career field
  • Develop leadership skills on-campus by participating in student clubs and groups (i.e. RA, Presidential Envoys, Peer Advisors, Student Government, etc. )
  • Look to do an internship in your junior and/or senior year to gain experience
  • Develop sales skills
  • Look to join the investment club at UNF