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Financial Specialists: Schools and Careers

Browse all of the tabs below for info about Financial Specialists:

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  • Top Cities
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About Financial Specialists

Financial Specialists

Financial specialists sell products and services for financial institutions. Financial specialists help their customers determine their short-term and long-term financial objectives. They provide their clients various financial instruments. They also offer insurance and provide investment services. Financial specialists typically have experience in banking or sales and hold a bachelor's degree. Some financial specialists work as insurance executives or in the accounting field.

Financial Specialists Responsibilities

  • Obtain a thorough understanding of financial instruments and insurance
  • Assess client's needs
  • Explain the details of financial instruments and insurance to clients
  • Evaluate the success level of the financial plan
  • Assist clients with making changes to the financial plan
  • Analyze financial data

Financial specialists need good marketing and sales skills. They also should have good communication and customer service skills. Financial advisors need good math skills and should be detail oriented. A financial advisor also needs a solid foundation with financial software programs.

Employment Outlook

Growth in the profession has been caused by the deregulation in the financial industry. Baby boomers looking for financial advice are also increasing the demand for financial specialists.

According to the Bureau of Labor Statistics the median annual wage for financial specialists in 2008 was $57,150.

Financial Specialists Education, Certification, and Licensing

Typically, employers are seeking candidates that have a bachelor's degree in finance or marketing. Useful courses include economics, global finance and math. Usually on-the-job training is provided for the financial products and services that the company offers. Financial specialists are required to get special licenses to sell securities and insurance.

Resources for Financial Specialists

Major Employers of Financial Specialists

The major employers are banks, insurance companies and credit unions.

Schools for Financial Specialists are listed in the column to the left.

The Top Cities tab shows employment statistics for Financial Specialists by major metro area.

The Top Industries tab shows which industries have the most jobs for Financial Specialists, along with salary data by industry.

The Find Schools tab lets you search for schools by field of study, degree level, and location.

Employment For:
All Jobs > Financial Specialists

Schools for Financial Specialists (including online schools)

These schools offer particularly quick info upon request, and we have written detailed profiles for each (click school names to see the profiles).

Request info from multiple schools, by clicking the Get Info links.

SchoolLocationsDegreesQuick Info
AIU OnlineOnlineAssociate, Bachelor, MasterGet Info
ATI Career Training CenterFL, NM, OK, TXDiplomaGet Info
Allied Medical & Technical InstitutePADiplomaGet Info
Alvernia CollegePAMasterGet Info
American InterContinental UniversityGA, TXAssociate, Bachelor, MasterGet Info
American Sentinel UniversityOnlineBachelor, MasterGet Info
Andover CollegeMEAssociateGet Info
Angley CollegeOnlineBachelorGet Info
Argosy UniversityAZ, CA, CO, FL, GA, HI, IL, MN, TN, TX, UT, VA, WABachelor, Doctorate, MasterGet Info
Argosy University OnlineOnlineBachelor, Doctorate, MasterGet Info
Ashford UniversityOnlineAssociate, Bachelor, MasterGet Info
Ashworth CollegeOnlineDiplomaGet Info
Baker College CampusMIAssociate, Bachelor, CertificateGet Info
Baker College OnlineOnlineAssociate, Bachelor, MasterGet Info
Bauder CollegeGAAssociate, BachelorGet Info
Berkeley CollegeNJ, NYAssociate, BachelorGet Info
Berkeley College OnlineOnlineAssociate, BachelorGet Info
Bethel UniversityMNMasterGet Info
Bohecker CollegeOHAssociateGet Info
Boston University OnlineOnlineMasterGet Info
Briarcliffe CollegeNYAssociate, BachelorGet Info
Brookline CollegeAZ, NMAssociate, Bachelor, DiplomaGet Info
Brown Mackie CollegeAZ, FL, GA, ID, IL, IN, KS, KY, OH, OKAssociate, Bachelor, Certificate, DiplomaGet Info
California College San DiegoCAAssociate, Bachelor, MasterGet Info
Capella UniversityOnlineDoctorate, MasterGet Info
Career Centers of TexasTXDiplomaGet Info
Career Point CollegeOK, TXDiplomaGet Info
Career Technical CollegeLAAssociateGet Info
Central Pennsylvania CollegePABachelorGet Info
Champlain CollegeOnlineBachelorGet Info
Charter CollegeAKAssociate, BachelorGet Info
Coleman CollegeOnlineMasterGet Info
CollegeAmericaAZ, CO, WYAssociate, Bachelor, MasterGet Info
Colorado Technical UniversityCO, MO, SDAssociate, Bachelor, Doctorate, MasterGet Info
Colorado Technical University OnlineOnlineAssociate, Bachelor, Doctorate, MasterGet Info
Computer Career CenterNM, TXAssociate, DiplomaGet Info
Cornerstone UniversityMIBachelor, MasterGet Info
Creighton University OnlineOnlineMasterGet Info
DeVry Institute of TechnologyABBachelorGet Info
DeVry UniversityOnlineBachelorGet Info
DeVry UniversityAZ, CA, CO, FL, GA, IL, IN, KY, MD, MN, MO, NC, NJ, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WIAssociate, BachelorGet Info
Dover Business CollegeNJDiplomaGet Info
ECPI College of TechnologyNC, SC, VABachelor, CertificateGet Info
ECPI OnlineOnlineBachelor, CertificateGet Info
Ellis UniversityOnlineAssociate, Bachelor, MasterGet Info
Everest CollegeNV, ONAssociate, DiplomaGet Info
Everest InstituteFL, NYAssociateGet Info
Everest UniversityFLAssociate, Bachelor, MasterGet Info
Everest University OnlineOnlineMasterGet Info
Florida Tech University OnlineOnlineBachelor, MasterGet Info
Florida Technical CollegeFLAssociateGet Info
Gibbs SchoolsMAAssociateGet Info
Golden Gate UniversityCABachelor, Doctorate, MasterGet Info
Golden Gate University OnlineOnlineBachelor, MasterGet Info
Goodwin CollegeCTAssociateGet Info
Grand Canyon UniversityOnlineBachelor, MasterGet Info
Grantham UniversityOnlineBachelor, MasterGet Info
Harrison CollegeINAssociate, Bachelor, DiplomaGet Info
Heald CollegeCA, HI, ORAssociateGet Info
Herzing CollegeON, QCCoursework, DiplomaGet Info
Herzing UniversityAL, FL, GA, LA, MN, OH, WIAssociate, BachelorGet Info
Herzing University OnlineOnlineAssociate, Bachelor, Diploma, MasterGet Info
Hesser CollegeNHAssociate, BachelorGet Info
ICS CanadaOnlineDiplomaGet Info
ITT Technical InstituteAL, AR, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MD, MI, MO, NC, NE, NM, NV, OH, OK, OR, SC, TN, UT, VA, WA, WIAssociate, Bachelor, Diploma, MasterGet Info
Independence UniversityOnlineAssociate, Bachelor, MasterGet Info
Jones CollegeFLAssociate, BachelorGet Info
Jones International UniversityOnlineBachelor, Doctorate, MasterGet Info
Kaplan Career InstitutePAAssociateGet Info
Kaplan CollegeIN, MDAssociate, Bachelor, CertificateGet Info
Kaplan UniversityIA, NEAssociate, Bachelor, Certificate, MasterGet Info
Keiser UniversityFLAssociate, Bachelor, MasterGet Info
Keiser University eCampus OnlineOnlineAssociate, Bachelor, MasterGet Info
Keller Graduate School of Management of DeVry UniversityAZ, CA, CO, FL, GA, IL, IN, MD, MN, MO, NC, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WICertificate, MasterGet Info
Keller Graduate School of Management of DeVry University OnlineOnlineCertificate, MasterGet Info
Kendall CollegeILBachelorGet Info
Lamson CollegeAZAssociateGet Info
Le Tourneau UniversityOnlineBachelor, MasterGet Info
Liberty UniversityOnlineAssociate, Bachelor, MasterGet Info
Lincoln College of TechnologyFL, GAAssociate, Bachelor, CourseworkGet Info
Lincoln Tech®NJCourseworkGet Info
Marylhurst UniversityOnlineBachelor, MasterGet Info
McCann School of Business & TechnologyPAAssociateGet Info
Miami-Jacobs Career CollegeOHAssociateGet Info
Miller-Motte Technical CollegeNC, SC, TN, VAAssociate, BachelorGet Info
Minnesota School of BusinessMNAssociate, Bachelor, Diploma, MasterGet Info
Missouri CollegeMOAssociateGet Info
Morrison UniversityNVAssociate, Bachelor, MasterGet Info
National American UniversityOnlineAssociate, Bachelor, MasterGet Info
National American University CampusCO, KS, MN, MO, NM, SDAssociate, Bachelor, MasterGet Info
National CollegeIN, KY, OH, TN, VAAssociate, Bachelor, DiplomaGet Info
National Institute of Technology OhioOHAssociateGet Info
New England CollegeOnlineMasterGet Info
New England Culinary InstituteOnlineBachelorGet Info
Northeastern University OnlineOnlineMasterGet Info
Northwestern CollegeILAssociate, CertificateGet Info
Norwich UniversityOnlineMasterGet Info
Penn Foster Career SchoolOnlineAssociate, DiplomaGet Info
Penn Foster CollegeOnlineAssociateGet Info
Pioneer Pacific CollegeORBachelorGet Info
Pittsburgh Technical InstitutePAAssociateGet Info
Plaza CollegeNYAssociate, BachelorGet Info
Post UniversityCTAssociate, Bachelor, CertificateGet Info
RETS CollegeOnlineAssociateGet Info
Rasmussen CollegeFL, IL, MN, ND, WIAssociate, BachelorGet Info
Regis UniversityOnlineBachelor, MasterGet Info
Remington CollegeLA, OH, TN, TXAssociateGet Info
Salem University OnlineOnlineAssociate, Bachelor, MasterGet Info
Salter CollegeMAAssociateGet Info
Sanford-Brown CollegeIL, MOAssociate, BachelorGet Info
Sanford-Brown InstituteNY, PAAssociateGet Info
South UniversityOnlineAssociate, Bachelor, MasterGet Info
South University CampusAL, FL, GA, SCAssociate, Bachelor, MasterGet Info
Southern Technical CollegeFLAssociateGet Info
Southwest Florida CollegeFLAssociate, BachelorGet Info
Southwestern CollegeKY, OHCourseworkGet Info
Spencerian CollegeKYAssociateGet Info
Stevens-Henager CollegeID, UTAssociate, Bachelor, Certificate, MasterGet Info
Stratford Career InstituteOnlineDiplomaGet Info
Strayer UniversityAL, DC, DE, FL, GA, KY, MD, NC, NJ, PA, SC, TN, UT, VA, WVAssociate, Bachelor, Certificate, Diploma, MasterGet Info
Strayer University OnlineOnlineAssociate, Bachelor, Certificate, Diploma, MasterGet Info
Sullivan UniversityKYAssociate, Diploma, MasterGet Info
TESST College of TechnologyMDCertificateGet Info
TUI UniversityOnlineBachelor, MasterGet Info
Technical Career InstituteFLAssociateGet Info
The College of WestchesterNYAssociateGet Info
The Edinburgh Business SchoolOnlineDoctorate, MasterGet Info
The George Washington University OnlineONMasterGet Info
The University of LiverpoolOnlineMasterGet Info
Tri-State Business InstitutePAAssociateGet Info
University of PhoenixAL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, WA, WIBachelor, MasterGet Info
University of Phoenix OnlineOnlineAssociate, Bachelor, Doctorate, MasterGet Info
University of ScrantonOnlineMasterGet Info
Utah Career CollegeUTAssociateGet Info
Utica CollegeOnlineMasterGet Info
Villanova University Professional Certificate Online ProgramsOnlineCertificateGet Info
Virginia College OnlineOnlineAssociate, Bachelor, MasterGet Info
Vista CollegeUTCertificateGet Info
Walden UniversityOnlineBachelor, Doctorate, MasterGet Info
Western International UniversityAZBachelor, MasterGet Info
Westwood CollegeCA, CO, GA, IL, TXBachelor, MasterGet Info

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Additional Details

We have some additional detailed pages at the state level for Financial Specialists. These pages include maps focused on the particular state, among other details.

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