The first investment professionals were men living in the 1600s who worked for merchant banks and helped finance long-term investments overseas. The New York Stock Exchange began operating in 1792, which changed the practice of investment and allowed the freedom for many people to begin investing. Bonds made their appearance during the Civil War in the 1860s, and it was during this era that some of the largest investment companies began to operate. They include Goldman Sachs and Bache & Company, which was later acquired by Prudential Financial.
- Accountants
- Architects
- Assessors and Appraisers
- Auditors
- Automatic Teller Machine Servicers
- Bank Branch Managers
- Bank Examiners
- Billing Clerks
- Bookkeeping and Accounting Clerks
- Business Managers
- Chief Financial Officers
- Chief Information Officers
- Chief Revenue Officers
- Commodities Brokers
- Compliance Managers
- Cost Estimators
- Credit Analysts
- Economists
- Environmental Economists
- Financial Analysts
- Financial Consultants
- Financial Institution Officers and Managers
- Financial Institution Tellers, Clerks, and Related Workers
- Financial Planners
- Financial Quantitative Analysts
- Financial Services Brokers
- Forensic Accountants and Auditors
- Fraud Examiners, Investigators, and Analysts
- Futurists
- Hedge Fund Investor Relations Specialists
- Hedge Fund Relationship Managers
- Interior Designers and Decorators
- Investment Bankers
- Investment Banking Analysts
- Investment Banking Associates
- Investment Banking Sales Brokers
- Investment Banking Traders
- Investment Fund Managers
- Investment Underwriters
- Loan Processors
- Loan Underwriters
- Mortgage Bankers
- Mutual Fund Analysts
- Mutual Fund Customer Service Representatives
- Mutual Fund Financial Managers
- Mutual Fund Portfolio Managers
- Mutual Fund Wholesalers
- Private Bankers
- Property and Real Estate Managers
- Purchasing Agents
- Real Estate Agents and Brokers
- Real Estate Clerks
- Real Estate Developers
- Real Estate Lawyers
- Real Estate Writers
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Retirement Planners
- Statisticians
- Wealth Management Associates
- Wealth Management Investor Relations Specialists