Securities, Commodities, & Financial Services Sales Agents

Also Called: Broker, Financial Services Representative, Investment Specialist, Investment Trader

What Securities, Commodities, & Financial Services Sales Agents do

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.

  • Make bids or offers to buy or sell securities.
  • Monitor markets or positions.
  • Agree on buying or selling prices at optimal levels for clients.
Industry Areas:

Finance and Business

Expand For Additional Details

Work Context

  • Telephone
  • Electronic Mail
  • Face-to-Face Discussions
  • Contact With Others
  • Importance of Being Exact or Accurate

Tools

  • Photocopiers
  • Wearable computing devices
  • Scanners
  • Notebook computers
  • Special purpose telephones

Technology

Data base user interface and query software
Data entry software
Microsoft Access
Presentation software
Microsoft PowerPoint
Financial analysis software
Oracle E-Business Suite Financials
Web-based trading systems

The Education & Training You Need

Skills

  • Critical Thinking
  • Active Listening
  • Reading Comprehension
  • Speaking
  • Persuasion

Knowledge

Business
accounting and economics
customer service
Arts and Humanities
English language
Math and Science
arithmetic, algebra, geometry, calculus, or statistics
Engineering and Technology
computers and electronics

Experience

A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.

What are your training options on the pathway to this occupation?

Are You a Good Fit?

Occupation Traits

Work Styles

  • Integrity
  • Dependability
  • Attention to Detail
  • Stress Tolerance
  • Initiative
  • Persistence

Values

  • Achievement
  • Working Conditions
  • Independence

Abilities

  • Verbal
  • Ideas and Logic
  • Math

This is what Securities, Commodities, & Financial Services Sales Agents across the country typically make.

$21.84 / hour
$45,420 /year

Entry Level

$36.97 / hour
$76,900 /year

Median Level

$102.01 / hour
$212,180 /year

Experienced Level

Income information reflects a regional average.
Income information reflects a national average.

This career’s National Job Outlook is

Average

Please be sure to verify the outlook of this occupation with your instructor.

Search Jobs