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How a financial examiner can use AI, task by task

O*NET 13-2061.00: Financial ExaminersMedian pay $94,160/year (BLS, May 2025)17 tasksJob Zone 4: Considerable preparation

Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify, or authenticate records.

Your job title Type your own title and every prompt on this page updates to match. Also called: Bank Examiner, Bank Secrecy Act Anti-Money Laundering Officer (BSA/AML Officer), Community Reinvestment Act Officer (CRA Officer), Compliance Analyst, Compliance Specialist, Credit Union Examiner, Credit Union Field Examiner, Examining Officer, Internal Auditor.

Where AI fits in this job

AI-ready 10%AI-assist 81%Stays human 9%

Share of the job's tasks, weighted by how important and how frequent each task is (O*NET ratings). 2 AI-ready, 14 AI-assist and 1 human-led tasks out of 17. This measures where AI can help, not whether the job will disappear.

Information & paperwork

Thinking & planning

People & communication

Leading & teaching

Hands-on & physical

Shape of the job: importance of each kind of work activity (O*NET, 1 to 5).

🗓 Start here on Monday

The most frequent, most important tasks where AI can help right away.

Direct and participate in formal and informal meetings with bank directors, trustees, senior management, counsels, outside accountants, and consultants to gather information and discuss findings.Coordinate & message · Weekly
Review balance sheets, operating income and expense accounts, and loan documentation to confirm institution assets and liabilities.Crunch the numbers · Weekly
Recommend actions to ensure compliance with laws and regulations, or to protect solvency of institutions.Explain it clearly · Monthly

💪 Lean into these

Core tasks that stay human. These skills get more valuable as the routine work gets automated.

Plan, supervise, and review work of assigned subordinates.Lead people · Weekly

Skills to build & where you could move ↓

🔒 Many of these tasks involve people's information. Remove names and identifying details before using AI, or use only a tool your employer has approved.

AI can draft these 2

AI produces a usable first pass. You review it, fix it and own it.

Prepare reports, exhibits, and other supporting schedules that detail an institution's safety and soundness, compliance with laws and regulations, and recommended solutions to questionable financial conditions.

Monthly

AI writes the first draft from your notes; you check every fact.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 56% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to prepare reports, exhibits, and other supporting schedules that detail an institution's safety and soundness, compliance with laws and regulations, and recommended solutions to questionable financial conditions.

Context: We use Microsoft SharePoint and Microsoft Word.
Operation: [production, claims, systems]
Data: [paste figures]

Draft a report with highlights, issues and actions. Show calculations. Use plain language and headings where they help, and mark anything you had to guess with [CHECK].

10-minute exercise: Operations report

Step 1Pick a real example: the next time you prepare reports and exhibits.

Step 2Fill in [Operation] and [Data] with the real details, then run the prompt.

Step 3Check every fact, name and number against your source before it goes anywhere. Check it against the manufacturer's manual and your site procedure before you rely on it.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

Safety-critical: AI output is a starting point. Follow your site's procedures and the manufacturer's guidance.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.5/5 · core task · O*NET work activity: Prepare operational reports..

Verify and inspect cash reserves, assigned collateral, and bank-owned securities to check internal control procedures.

A few times a year

AI is a tireless first-pass checker.

Show prompt & steps

AI is a tireless proofreader. It catches inconsistencies, missing fields and errors across documents and data, so your review time goes on what matters.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to verify and inspect cash reserves, assigned collateral, and bank-owned securities to check internal control procedures.

Context: We use Financial compliance software and NILS INSource; the work draws on economics and accounting, law and government and mathematics.
Records: [paste]
Source documents: [what they should match]

Find discrepancies, errors and questions to ask. Make a table: requirement, met / not met / unclear, and the exact evidence.

10-minute exercise: Financial accuracy review

Step 1Pick a real example: the next time you verify and inspect cash reserves, assigned collateral and bank-owned securities.

Step 2Fill in [Records] and [Source documents] with the real details, then run the prompt.

Step 3Do your usual review too, and note what AI caught and what it missed. Recompute every total yourself.

AI can miss things and sound sure about it. Use it to catch extra problems, not as the final check.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 3.2/5 · core task · O*NET work activity: Verify accuracy of financial information.. Also involves: Examine financial records..

AI can help you prep these 14

AI speeds up the prep, drafting or thinking. The core of the task is still yours.

Direct and participate in formal and informal meetings with bank directors, trustees, senior management, counsels, outside accountants, and consultants to gather information and discuss findings.

Weekly

AI drafts clear messages and talking points.

Show prompt & steps

AI can draft updates, emails and talking points so your message is clear and complete. Relationships and real-time calls are yours.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to direct and participate in formal and informal meetings with bank directors, trustees, senior management, counsels, outside accountants, and consultants to gather information and discuss findings.

Request: [describe]
Who: [committee, public]

Draft a response. Keep it under 150 words with a clear ask, plus a 2-sentence version for chat.

10-minute exercise: External information request

Step 1Pick a real example: the next time you direct and participate in formal and informal meetings (this week).

Step 2Fill in [Request] and [Who] with the real details, then run the prompt.

Step 3Edit it until it sounds like you, then send it yourself.

Never let AI send messages for you. Read every word, because tone mistakes cost trust.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.7/5 · core task · O*NET work activity: Coordinate with external parties to exchange information.. Also involves: Confer with others about financial matters..

Review balance sheets, operating income and expense accounts, and loan documentation to confirm institution assets and liabilities.

Weekly

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to review balance sheets, operating income and expense accounts, and loan documentation to confirm institution assets and liabilities.

Context: We use PricewaterhouseCoopers TeamMate and ACL Analytics; the work draws on economics and accounting, law and government and mathematics.
Campaign: [describe]
Data: [paste gifts, budget, expenses]

Show progress vs goal, cost per dollar raised, and where to focus next. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Fundraising tracker

Step 1Pick a real example: the next time you review balance sheets (this week). Leave out names and identifying details.

Step 2Fill in [Campaign] and [Data] with the real details, then run the prompt.

Step 3Check one figure and pick a focus. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.1/5 · core task · O*NET work activity: Monitor financial indicators..

Recommend actions to ensure compliance with laws and regulations, or to protect solvency of institutions.

Monthly

AI helps you prepare clearer wording and likely questions.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 36% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Use AI to prepare: simpler wording, analogies, likely questions and a one-page handout. The conversation itself is yours.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to recommend actions to ensure compliance with laws and regulations, or to protect solvency of institutions.

Context: We use Financial compliance software and NILS INSource; the work draws on economics and accounting, law and government and mathematics.
Topic: [EEO, patents, regulations]
Audience: [management]

Explain requirements and actions. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

10-minute exercise: Compliance advice

Step 1Pick a real example: the next time you recommend actions.

Step 2Fill in [Topic] and [Audience] with the real details, then run the prompt.

Step 3Check every answer is right for your workplace before you share it. Confirm the rules against the current official source.

Rules, prices and policies change. Make sure AI is working from your current official version.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 4.7/5 · core task · O*NET work activity: Advise others on legal or regulatory compliance matters..

Investigate activities of institutions to enforce laws and regulations and to ensure legality of transactions and operations or financial solvency.

Monthly

AI pre-checks against the rules; the sign-off stays with you.

Show prompt & steps

Use AI as a first-pass checker against a list of rules or standards. The final judgment and sign-off stay with you.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to investigate activities of institutions to enforce laws and regulations and to ensure legality of transactions and operations or financial solvency.

Context: We use Financial compliance software and ODEN Insurance Services State Rules & Regulations; the work draws on economics and accounting, law and government and mathematics.
Process: [financial or information system]
Risks: [fraud, error]

Evaluate controls and suggest improvements. Make a table: requirement, met / not met / unclear, and the exact evidence.

10-minute exercise: Controls review

Step 1Pick a real example: the next time you investigate activities of institutions.

Step 2Fill in [Process] and [Risks] with the real details, then run the prompt.

Step 3Do your usual review too, and note what AI caught and what it missed. Recompute every total yourself.

AI can miss things and sound sure about it. Use it to catch extra problems, not as the final check.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.2/5 · core task · O*NET work activity: Examine financial records or processes..

Review audit reports of internal and external auditors to monitor adequacy of scope of reports or to discover specific weaknesses in internal routines.

Monthly

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to review audit reports of internal and external auditors to monitor adequacy of scope of reports or to discover specific weaknesses in internal routines.

Context: We use PricewaterhouseCoopers TeamMate and ACL Analytics; the work draws on economics and accounting, law and government and mathematics.
Process: [contracts, complaints, approvals]
Records: [paste the log]

Find overdue items, compliance gaps and bottlenecks, and suggest fixes. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Process compliance tracker

Step 1Pick a real example: the next time you review audit reports of internal and external auditors.

Step 2Fill in [Process] and [Records] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Confirm the rules against the current official source.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 4.0/5 · core task · O*NET work activity: Monitor organizational processes..

Examine the minutes of meetings of directors, stockholders, and committees to investigate the specific authority extended at various levels of management.

Monthly

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to examine the minutes of meetings of directors, stockholders, and committees to investigate the specific authority extended at various levels of management.

Context: We use PricewaterhouseCoopers TeamMate and ACL Analytics; the work draws on economics and accounting, law and government and mathematics.
Process: [contracts, complaints, approvals]
Records: [paste the log]

Find overdue items, compliance gaps and bottlenecks, and suggest fixes. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Process compliance tracker

Step 1Pick a real example: the next time you examine the minutes of meetings of directors, stockholders.

Step 2Fill in [Process] and [Records] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Importance 4.0/5 · core task · O*NET work activity: Monitor organizational processes..

Train other examiners in the financial examination process.

Monthly

AI preps the materials; reading the room is you.

Show prompt & steps

AI preps the materials: lesson outlines, quizzes, examples, practice scenarios. Reading the room and coaching people is still you.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to train other examiners in the financial examination process.

Context: We use Microsoft PowerPoint and Microsoft Visio; the work draws on economics and accounting, law and government and mathematics.
Skill: [orientation, role-play topic]
Learners: [new hires, staff]

Plan a session with varied techniques and a practice scenario. Include timings, a realistic practice scenario from my work, and a short check for understanding with answers.

10-minute exercise: Skills training session

Step 1Pick a real example: the next time you train other examiners in the financial examination process.

Step 2Fill in [Skill] and [Learners] with the real details, then run the prompt.

Step 3Check learners can apply it on the job.

Check that every procedure in the material matches your workplace's actual standards.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 3.8/5 · core task · O*NET work activity: Train personnel to enhance job skills..

Review and analyze new, proposed, or revised laws, regulations, policies, and procedures to interpret their meaning and determine their impact.

A few times a year

AI gets you up to speed; confirm findings with records or people.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 40% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

AI can get you up to speed fast and suggest where to look, but you need to confirm findings against real sources, records or people.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to review and analyze new, proposed, or revised laws, regulations, policies, and procedures to interpret their meaning and determine their impact.

Context: We use LexisNexis and Thomson Reuters Westlaw Edge; the work draws on economics and accounting, law and government and mathematics.
Activity: [purchasing, product, submission]
Context: [industry, jurisdiction]

List laws and regulations that may apply, required submissions or records, and how to confirm each.

10-minute exercise: Which rules apply to us?

Step 1Pick a real example: the next time you review and analyze new, proposed and revised laws.

Step 2Fill in [Activity] and [Context] with the real details, then run the prompt.

Step 3Keep the confirmed list as a checklist. Confirm the rules against the current official source.

AI can invent sources and citations. Open every link and confirm it says what the AI claims.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 3.7/5 · core task · O*NET work activity: Evaluate applicable laws and regulations to determine impact on organizational activities..

Resolve problems concerning the overall financial integrity of banking institutions including loan investment portfolios, capital, earnings, and specific or large troubled accounts.

Monthly

AI lays out options and timelines to react to.

Show prompt & steps

AI can lay out options, timelines and checklists to react to. Fitting it to your people, budget and situation is your call.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to resolve problems concerning the overall financial integrity of banking institutions including loan investment portfolios, capital, earnings, and specific or large troubled accounts.

Context: We use Microsoft Project and Investigation management software; the work draws on economics and accounting, law and government and mathematics.
Decision: [reserves, client affairs, investments]
Steps needed: [what has to happen]

Plan the steps, timing and checks. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

10-minute exercise: Financial action plan

Step 1Pick a real example: the next time you resolve problems concerning the overall financial integrity. Leave out names and identifying details.

Step 2Fill in [Decision] and [Steps needed] with the real details, then run the prompt.

Step 3Cross out anything that won't work on the ground and ask AI to revise with your corrections. Recompute every total yourself.

AI doesn't know your people, your site or your history. Treat its plan as a starting point to react to.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.2/5 · core task · O*NET work activity: Implement financial decisions..

Evaluate data processing applications for institutions under examination to develop recommendations for coordinating existing systems with examination procedures.

Monthly

AI pre-checks against the rules; the sign-off stays with you.

Show prompt & steps

Use AI as a first-pass checker against a list of rules or standards. The final judgment and sign-off stay with you.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to evaluate data processing applications for institutions under examination to develop recommendations for coordinating existing systems with examination procedures.

Context: We use Financial compliance software and NILS INSource; the work draws on economics and accounting, law and government and mathematics.
Process: [financial or information system]
Risks: [fraud, error]

Evaluate controls and suggest improvements. Make a table: requirement, met / not met / unclear, and the exact evidence.

10-minute exercise: Controls review

Step 1Pick a real example: the next time you evaluate data processing applications.

Step 2Fill in [Process] and [Risks] with the real details, then run the prompt.

Step 3Do your usual review too, and note what AI caught and what it missed.

AI can miss things and sound sure about it. Use it to catch extra problems, not as the final check.

Importance 3.5/5 · core task · O*NET work activity: Examine financial records or processes..

Establish guidelines for procedures and policies that comply with new and revised regulations and direct their implementation.

A few times a year

AI drafts the structure and wording; the specifics and sign-off are yours.

Show prompt & steps

AI can draft the structure and standard wording. The specifics, the judgment calls and the sign-off are yours.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to establish guidelines for procedures and policies that comply with new and revised regulations and direct their implementation.

Context: We use Microsoft SharePoint and Microsoft Word.
Topic: [procurement, bids, spill prevention]
Requirements: [regulations, internal rules]

Draft guidelines with clear rules, examples and exceptions. Use plain language and headings where they help, and mark anything you had to guess with [CHECK].

10-minute exercise: Guidelines draft

Step 1Pick a real example: the next time you establish guidelines.

Step 2Fill in [Topic] and [Requirements] with the real details, then run the prompt.

Step 3Check every fact, name and number against your source before it goes anywhere. Confirm the rules against the current official source.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 3.8/5 · core task · O*NET work activity: Establish organizational guidelines or policies..

Provide regulatory compliance training to employees.

A few times a year

AI preps the materials; reading the room is you.

Show prompt & steps

AI preps the materials: lesson outlines, quizzes, examples, practice scenarios. Reading the room and coaching people is still you.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to provide regulatory compliance training to employees.

Context: We use Microsoft PowerPoint and Financial compliance software; the work draws on economics and accounting, law and government and mathematics.
Procedure or form: [describe]
Staff: [describe]

Plan training and a manual section. Include timings, a realistic practice scenario from my work, and a short check for understanding with answers.

10-minute exercise: Compliance procedures training

Step 1Pick a real example: the next time you provide regulatory compliance training. Leave out names and identifying details.

Step 2Fill in [Procedure or form] and [Staff] with the real details, then run the prompt.

Step 3Swap one AI example for a real story from your own work. Real stories are what people remember. Confirm the rules against the current official source.

Check that every procedure in the material matches your workplace's actual standards.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 3.6/5 · core task · O*NET work activity: Train personnel in organizational or compliance procedures..

Confer with officials of real estate, securities, or financial institution industries to exchange views and discuss issues or pending cases.

A few times a year

AI drafts clear messages and talking points.

Show prompt & steps

AI can draft updates, emails and talking points so your message is clear and complete. Relationships and real-time calls are yours.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to confer with officials of real estate, securities, or financial institution industries to exchange views and discuss issues or pending cases.

Context: We use PricewaterhouseCoopers TeamMate and ACL Analytics.
Topic: [claims, cost changes]
Who: [brokers, contractors]

Draft talking points with numbers. Keep it under 150 words with a clear ask, plus a 2-sentence version for chat.

10-minute exercise: Financial discussion

Step 1Pick a real example: the next time you confer with officials of real estate, securities and financial institution.

Step 2Fill in [Topic] and [Who] with the real details, then run the prompt.

Step 3Edit it until it sounds like you, then send it yourself.

Never let AI send messages for you. Read every word, because tone mistakes cost trust.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 2.9/5 · O*NET work activity: Confer with others about financial matters..

Review applications for mergers, acquisitions, establishment of new institutions, acceptance in Federal Reserve System, or registration of securities sales to determine their public interest value and conformance to regulations, and recommend acceptance or rejection.

A few times a year

AI pre-checks against the rules; the sign-off stays with you.

Show prompt & steps

Use AI as a first-pass checker against a list of rules or standards. The final judgment and sign-off stay with you.

Ready-to-use prompt

I work as a financial examiner. Part of my job is to review applications for mergers, acquisitions, establishment of new institutions, acceptance in Federal Reserve System, or registration of securities sales to determine their public interest value and conformance to regulations, and recommend acceptance or rejection.

Context: We use ODEN Insurance Services State Rules & Regulations and Financial compliance software; the work draws on economics and accounting, law and government and mathematics.
Application: [licence or permit type]
Standards: [eligibility rules]

Make a review checklist and decision notes. Make a table: requirement, met / not met / unclear, and the exact evidence.

10-minute exercise: Application review

Step 1Pick a real example: the next time you review applications.

Step 2Fill in [Application] and [Standards] with the real details, then run the prompt.

Step 3Do your usual review too, and note what AI caught and what it missed. Confirm the rules against the current official source.

AI can miss things and sound sure about it. Use it to catch extra problems, not as the final check.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 3.5/5 · core task · O*NET work activity: Review license or permit applications..

These stay human 1

They need your hands, your presence or your accountable judgment. Lean into them: they get more valuable as routine work is automated.

📏 Measured in this job (O*NET work context): Face-to-face discussions: every day · Contact with others: constant contact with others · Impact of decisions: important results

Plan, supervise, and review work of assigned subordinates.

Weekly

Leading people runs on trust. AI can prep the paperwork around it.

Show prep prompt & steps

Where AI still helps: AI can prep the paperwork around leading: meeting agendas, feedback drafts, rotas, briefings and difficult-conversation rehearsals.

Prep prompt

I work as a financial examiner. Part of my job is to plan, supervise, and review work of assigned subordinates.

Context: The work draws on economics and accounting, law and government and mathematics.
Team: [describe]
Issue or goal: [performance, change, priority]

Help me prepare: the key message in 2 sentences, what good looks like, how people might react and how I'll respond, and one thing I'll check next week.

10-minute exercise: Supervising employees

Step 1Pick a real example: the next time you plan, supervise, and review work of assigned subordinates (this week).

Step 2Fill in [Team] and [Issue or goal] with the real details, then run the prompt.

Step 3Follow through on what you said you'd check.

Importance 4.1/5 · core task · O*NET work activity: Supervise employees..

Get the full prompt pack for Financial Examiners

Every task, prompt and 10-minute exercise on this page in one PDF, formatted to print or keep on your desktop. Free.

Your next moves

Skills to build

From O*NET's ratings of how important each skill is in this job, matched to which part of the work it supports.

With AI Use these to work with AI

When AI does the first draft, these are the skills you use to brief it and check what comes back.

Critical Thinkingimportance 4.1/5
Used in: Monitoring Processes, Materials, or Surroundings
Reading Comprehensionimportance 4.1/5
Used in: Monitoring Processes, Materials, or Surroundings
Active Listeningimportance 4.0/5
Used in: Monitoring Processes, Materials, or Surroundings
Monitoringimportance 3.9/5
Used in: Monitoring Processes, Materials, or Surroundings

Where you could move

Related jobs from O*NET with the closest skill profile, favouring ones where more of the work stays human. No step down in preparation.

Treasurers and Controllers31% human-led · Same preparation · $166,570/yr
Skills to build: Management of Financial Resources, Judgment and Decision Making, Persuasion
Budget Analysts4% human-led · Same preparation · $91,640/yr · usually bachelor's degree
Skills to build: Management of Financial Resources
Personal Financial Advisors18% human-led · Same preparation · $105,070/yr · usually bachelor's degree
Skills to build: Service Orientation
Actuaries4% human-led · Same preparation · $130,000/yr
Skills to build: Mathematics, Complex Problem Solving, Systems Analysis

Getting into this job

Bachelor's degree is most common (87% of workers)

Bachelor's 96%
Graduate degree 4%

On-the-job training: 2–4 years
Related experience: 1–2 years

What workers in this job report, from O*NET surveys (typical values).

Software in this job

In-demand tools from O*NET. Many now have AI built in, so check what yours can do before adding a new tool.

Microsoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft ProjectMicrosoft SharePointMicrosoft VisioMicrosoft WindowsMicrosoft WordRSAP software