It typically takes four to five years to become a banker. To start a career as a banker, a person first needs to gain the minimum qualifications. The minimum qualification to become a banker is typically a bachelor's degree in a related field.
A banker is a financial planner and advisor for their customers. Their work involves providing investment options and assistance in preparing long-term financial goals, estates, taxes, and wills. A banker will meet with their clients to review financial records, update them on their investments, or change financial plans.
This means that to start a career as a banker, a person should have experience and education in finance. This most often comes via a bachelor's degree in finance, economics, or a similar field. However, it is possible to become a banker without a bachelor's degree if a person has gained enough work experience in finance.
In addition to education and experience, a banker also often needs to obtain licensure to work in their state. This comes in the form of certification and testing required to ensure that the personal banker has sufficient knowledge and ethical conduct in their position.
Additionally, most bankers need to register with the Securities and Exchange Commission and the Financial Industry Regulatory Authority; however, this typically depends on the size of the firm or bank that they work for.
