Securities, Commodities, and Financial Services Sales Agents
Sales and Related
Hours go to watching prices and open positions, then placing bids or offers and agreeing on a price that works for the client. Orders cover stocks, bonds, futures, currencies, and similar products; each trade is written up, submitted, and recorded, and results are reported. Separate conversations interview clients about assets, debts, cash flow, insurance, taxes, and goals so advice or trades match that picture. The setting is an investment or trading firm, or a financial-services desk serving businesses and individuals. It suits people who like tracking markets, making timed buy-or-sell decisions, and keeping transaction records exact.
Typical education: Bachelor’s Degree (4-year)
Annual Median Wage in Field (2025)
$78'660
Median Wage Market Position
$78'660
What you might do
- Buy or sell stocks, bonds, and other securities
- Agree on buy and sell prices with clients
- Watch markets and track open positions
- Ask clients about assets, debts, and goals
- Fill out trade tickets and send them for processing
- Keep transaction records and report trading results
Skills that matter
- Client interviews on assets and goals
- Agreeing on buy and sell prices
- Market and position monitoring
- Trade tickets and transaction records
- Position and results reporting
- Advice on stocks, bonds, and funds
AI & the future of this role
Market summaries, product matching, and basic portfolio suggestions are tasks software may absorb at scale. Relationship-driven advice and accountability for high-stakes decisions still count, but employment pressure in this field appears significant.
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Includes O*NET® 30.3 Database information by USDOL/ETA under CC BY 4.0; modified by LostInCareer. Wage/outlook from BLS. Attribution details