QUEEN CITY CAREER GUIDE
FINANCE
You might enjoy finance if you did well in algebra
or statistics; you’re a whiz at Excel spreadsheets;
you like to set long-term goals; people call you
a problem-solver; you’re able to set and keep a
budget; you work well under pressure; you like
negotiating and working with people
WHAT IS FINANCE?
THE VALUATION, MANAGEMENT, AND MEASUREMENT OF RISK OF
FINANCIAL ASSETS. Finance addresses the ways in which individuals and businesses raise,
allocate, and use monetary resources over time. In a corporate setting, financial information is used
to make decisions about expenses, invest in assets, and increase a firm’s worth in the stock market.
Likewise, individuals need guidance in making personal investment decisions to meet their financial
goals and an evaluation of the risks involved. Many CEOs and top business executives possess a
background in finance.
FINANCE INDUSTRIES
COMMERCIAL BANKING. Provide banking services to large and
small businesses, non-profits, and individuals; Serve as a “financial
supermarket” to offer lending packages, underwrite bonds and other securities, and
manage cash, treasury, and other types of merchant banking; Employs more people
than any other area in finance.
INVESTMENTS & FINANCIAL PLANNING. Connect buyers and sellers in
financial markets, sell securities, assist investors, and conduct trades; Offer financial
advice to help with investments, taxes, and insurance decisions; High salary potential
results in strong competition for jobs.
RISK MANAGEMENT & INSURANCE. Help individuals and
businesses protect themselves from catastrophic losses and anticipate potential
problems; Examine risk with regard to property, liability, and health insurance; Most
stable jobs in the finance industry.
REAL ESTATE. Manage real estate ventures for firms and individuals
overseeing areas related to construction, mortgage banking, property management, and real estate
development; Real estate serves as collateral for a firm’s borrowing or loans and is important in long-
term fiscal planning.
PREPARING FOR YOUR CAREER...
AS CITED BY TOP AREA RECRUITERS, YOU WILL NEED:
• A knowledge of the financial services industry and financial statements
• The ability to analyze information, extract data, identify valid conclusions, and report outcomes
• Quantitative or programming skills with advanced use of Excel spreadsheets
• The ability to lead and work in teams with strong communication skills
FINANCE
CERTIFICATIONS
Charlotte is the 2nd largest banking Center in
the Us
the highest rates of job growth are in
CommerCial banking and savings institUtions.
Candidates who are liCensed to sell
insUranCe or seCUrities have a favorable oUtlook.
this field Can be highly
Competitive and involves long working hoUrs and
stress/ pressUre for deadlines.
RIGHT NOW IN
FINANCE
-Certified Financial Planner (CFP)
-Chartered Financial Analyst (CFA)
-Certified Fund Specialist (CFS)
-Chartered Financial Consultant
(ChFC)
-Chartered Investment Counselor
(CIC)
-Certified Investment Management
Analyst (CIMA)
-Chartered Life Underwriter (CLU)
finanCial analyst • Credit analyst •
personal finanCial advisor • insUranCe
Underwriter • broker /trader • aCtUary •
merger / aCqUisitions manager • finanCial examiner • finanCial
manager • loan offiCer • relationship manager • agent•
SAMPLE JOB TITLES IN
FINANCE
WHO HIRES UNC CHARLOTTE
FINANCE MAJORS?
On Campus
student managed Investment Fund at unC CharlOtte
student OrganIzatIOns
FInanCIal management assOCIatIOn
gamma IOta sIgma
assOCIatIOn OF latInO prOFessIOnals FOr amerICa
prOFessIOnal OrganIzatIOns
sOCIety OF FInanCIal servICe prOFessIOnals
FInanCIal plannIng assOCIatIOn OF CharlOtte
assOCIatIOn FOr FInanCIal prOFessIOnals
rIsk management assOCIatIOn
the rIsk & InsuranCe management sOCIety
urban land InstItute (urI)
InstItute OF real estate management (Irem)
COmmerCIal real estate WOmen netWOrk (CreW)
CertIFIed COmmerCIal Investment member (CCIm)
78% of 2021 UNC Charlotte
finance graduates were
employed full time. Their
average salary was $62,753. Another
10% were pursuing continuing education.
*with a 75.87% knowledge rate (First Destination Survey Data)
For more information, visit:
Niblock Student Center, Belk College of Business, Friday 305,
belkcollege.charlotte.edu
University Career Center, Atkins 150, career.charlotte.edu
UNIVERSITY CAREER CENTER
Internships make candidates more competitive
in the job market, and many employers hire
entry level positions from their internship
programs. More information can be found at
belkcollege.charlotte.edu/internships
QUICK FACTS
FOR FINANCIAL ANALYSTS:
FIELD GROWTH:
+14% IN NORTH CAROLINA
+6% NATIONALLY
NC SALARY RANGE: $60,110- $134,560
MEDIAN NATIONAL INCOME: $91,580
At over double the nAtionAl rAte of growth, nc is A locAtion
with A bright outlook for finAnciAl AnAlysts.
soUrCe:onetoline.org
UNC CHARLOTTE GRADS
GET INVOLVED!
STUDENT ORGANIZATIONS &
PROFESSIONAL
ORGANIZATIONS
