They may research individual companies and industries or the overall market. Forecasting future activity and risks involved are their key responsibilities. They provide advice on investing and conduct investment transactions. These individuals may work as independents or for money management firms. Financial planners must be knowledgeable of tax law, financial markets and investment strategies.
Banking offers a variety of positions, some more broad in scope and others more specific.
A branch manager, for example, is responsible for the overall success of the branch, including personnel issues, customer relations and loan quality. More specific positions include credit analyst, loan officer, trust officer and mortgage banker. Each of these jobs requires the ability to review financial statements and project future performance. Many of them also require sales and customer service skills. The main goal of individuals working in a corporate finance department is to maximize shareholder value.