Finance & Green Business: Financial Services Sample Occupations
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- Financial Planner, focusing on socially responsible and/or green investments
- Advise clients on investments, tax mgmt., risk analysis, and retirement/estate planning, aligned with client's values & goals focused on sustainability. Employers require financial planners to pass Series 7 & Series 63 or 66 exams. Series 65 for fee-only
- Emissions Broker
- Connect companies who want to buy, sell, or trade emission reduction credits, also known as offsets. Identify projects that are eligible for selling & receiving ERC's, conduct transactions on client's behalf, trade credits on the Chicago Climate Exchange.
- Loan Officer focusing on green economy
- Find potential clients & guide them through process of applying for a loan. Gather & analyze information about clients & businesses & determine appropriate type of loan.
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The O*NET, the most comprehensive of information on occupations in the current world of work, is an occupational information network produced by the U.S. Dept. of Labor.