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$ $ $ $ F I N A N C E $ $ $ $. Robert J. Spinelli Rush Henrietta CSD. SHOW ME THE MONEY!. Financial Services deal with the management of money for: Individuals Companies Organizations Government. Trends in the Industry. Growing needs on a local, national and international basis

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f i n a n c e

$ $ $ $ F I N A N C E $ $ $ $

Robert J. Spinelli

Rush Henrietta CSD

show me the money
SHOW ME THE MONEY!
  • Financial Services deal with the management of money for:
    • Individuals
    • Companies
    • Organizations
    • Government
trends in the industry
Trends in the Industry
  • Growing needs on a local, national and international basis
  • Continuing complexity of regulations
  • Expanding choices of products, services and providers
careers in finance opportunities
Accounting

Asset Management / Financial Planning

Banking

Commercial

Individual

Investment

Insurance

Corporate Finance

Mutual Funds & Brokerage

Real Estate

Securities Trading

Venture Capital

Careers In Finance – Opportunities
career tracks
Accounting

Accountant

Receivable/Payable

Auditor

Banking

Teller

Loan Officer

Financial Planning

Asset Manager

Securities Broker

Insurance

Agent

Commercial Broker

Underwriter

Career Tracks
compensation
Compensation
  • Entry - $15,000
    • High School
      • Cashier
      • Teller
  • Para-Professional - $25,000
    • Associates / BA, CEU
    • Minimum experience
      • Accountant
      • Management trainee
compensation1
Compensation
  • Management - $50,000
    • BA/BS, Masters preferred, Certifications
    • 3-5 years experience
      • Asset Manager
      • Securities Broker
  • Senior Management -$100,000+
    • BA/BS, Masters preferred, Certifications
    • 3-5 years experience
      • Partner / Owner
      • CFO
tips on hiring
Tips On Hiring
  • Research the industry
  • Know the leading companies
  • Demonstrate an understanding of the “lingo”
  • Know “who’s who” and where the opportunities are…network!
  • Education, certification and experience are key
  • Work with university placement center
  • Attend Job Fairs, Association Forums, etc
careers in finance national employers
Careers In Finance – National Employers

www.ibb.ubs.com

www.ey.com

www.citigroup.com

www.bofasecurities.com

careers in finance national employers1
Careers In Finance – National Employers

www.americanexpress.com

www.aflac.com

www.prudential.com

www.newyorklife.com

careers in finance local employers
Careers In Finance – Local Employers
  • Accounting
    • Over 300 firms in the Rochester Area
  • Asset Management/Financial Planning
    • Over 100 independent or branch offices
careers in finance local employers1
Careers In Finance – Local Employers
  • Banking
    • Over 30 different banks as well as credit unions and other saving and lending institutions
  • Insurance
    • Over 100 independent and commercial companies with 1000s of individual representing agents
careers in finance local employers2
Careers In Finance – Local Employers
  • Accounting
    • EFP, Rotenberg, Bonadio, Metzger-Barr
  • Banking
    • Charter One, Fairport Savings, ESL, CNB
careers in finance local employers3
Careers In Finance – Local Employers
  • Insurance
    • Blue Cross/Blue Shield, Reidman, Amica
  • Financial Planning Services
    • Crossbridge, Sage Rutty, AM&M
love hate tips pros and cons of the finance field
Love

Professional atmosphere

Good salaries

Stable environment

Career paths clearly defined

Every employer/industry has financial needs

Hate

Viewed as a necessary evil by some…complex and compliant

Long hours

Continuance of educational requirement

“Love / Hate Tips”Pros and Cons of the Finance Field
hs careers in finance educational requirements
HS Careers in Finance – Educational Requirements
  • High School Education
    • Math Concentration
    • Business
    • Business /Ethics
    • Accounting
    • Data entry
    • Computer systems and application
hs careers in finance local employers
HS Careers in Finance –Local Employers
  • Delta Sonic, Tops, Wegman’s
    • Cashier
  • ESL, CNB, Charter One
    • Teller
  • Accounting Firm
    • Bookkeeper, File Clerk
two year colleges
Two Year Colleges
  • Monroe County Community College
  • Bryant & Stratton
  • Finger Lake Community College
  • Rochester Business School
  • Genesee Community College
    • Associate Degrees in Accounting & Business
four year colleges
Four Year Colleges
  • Rochester Institute of Technology
  • St John Fisher
  • Nazareth
  • University of Rochester
  • SUNY – Brockport, Geneseo
  • Medaille
    • BA/BS/MBA – Business, Accounting, Finance
employers in monroe county
Employers in Monroe County
  • Kodak, Xerox , B&L
  • Paychex
  • Accounting Firms – KPMG, Mercer, E&Y
  • ESL, Charter One, CNB, Chase, M&T Citibank
  • RIT, U of R, Strong Hospital, Wegman’s
web link quiz
Web Link Quiz
  • Where Do You Belong in Financial Services?
    • Source: www.WetFeet.com
  • www.wetfeet.com/asp/article.asp?aid=231&atype=Financial_Services
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