Securities, Commodities, and Financial Services Sales Agents
Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.
This is a specialization of
Sales RepresentativesCareer Overview Video
AI Impact Assessment
AI Resilience Score
Score 2/6: high AI task exposure indicates this career is being transformed by AI
How we calculated this:
61% of tasks can be accelerated by AI
+3% projected (2024-2034)
EPOCH score: 16/25
Key Responsibilities
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Agree on buying or selling prices at optimal levels for clients.
- Keep accurate records of transactions.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Report all positions or trading results.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Discuss financial options with clients and keep them informed about transactions.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
Education & Training
Typical Entry Education
Bachelor's degree
Time to Job Ready
4-6 years
Based on Job Zone 4. For formal education duration only, see education_duration.
Technology Skills
Key Abilities
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Compensation Details
Based on 479,630 employed workers
Also Known As
Data from O*NET 30.1 and BLS Occupational Employment Statistics
O*NET Code: 41-3031.00