Financial
Services
Explore Financial Services careers in Iredell County to discover abundant opportunities and thriving positions in this career.
Connect To a Career In Finance
The Charlotte Region boasts the second-largest banking center in the U.S., a thriving fintech hub, and a robust insurance industry. With its rapid employment growth in financial services, professionals favor this area for their careers.
Charlotte Region: The Financial Powerhouse
Discover Charlotte Region’s Financial Excellence! Unveil the second-largest banking center in the U.S., a thriving fintech hub, and a robust insurance industry. Choose a career in major metropolitan areas’ fastest-growing financial services employment rate. With its affordability, expansive workforce, and strategic partnerships, the region draws talent and employers nationwide and worldwide. Embrace the future of financial success in this vibrant and diverse hub.
Did you know?
- 105,000 employed in the financial services sector
- 14,000+ employed in insurance
- 11,000+ employed in fintech
- More than 3.5x the national average of banking occupations
Financial Services Pathway
Financial Managers plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
Treasurers and Controllers direct financial activities, such as planning, procurement, and investments for all or part of an organization.
Insurance Sales Agents 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.
Personal Financial Advisors 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 financial objectives. May also buy and sell financial assets for clients.
Financial and Investment Analysts conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Accountants and Auditors examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data. Prepare tax returns for individuals and small businesses.
Financial Quantitative Analysts develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments. Develop mathematical or statistical models for risk management, asset optimization, pricing, or relative value analysis.
Fraud Examiners, Investigators, and Analysts obtain evidence, take statements, produce reports, and testify to findings regarding the resolution of fraud allegations. May coordinate fraud detection and prevention activities.
Financial Sales Agents buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.
Get Started
The Charlotte Region has over 25 specialized programs among its higher education institutions that support the thriving financial services sector. These institutions offer diverse degree programs tailored to meet the industry’s demands. Moreover, many institutions collaborate with employers to design customized training programs, ensuring the workforce has the precise skills and expertise needed for their employment needs.
Career and Financial Services
Additional Resources
Industry Employment & Trends
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