Sales Agents, Securities & Commodities
Also called:
Investment Specialist, Investment Executive, Investment Consultant, Registered Representative
What they do:
Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
On the job, you would:
- Complete sales order tickets and submit for processing of client-requested transactions.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Record transactions accurately, and keep clients informed about transactions.
Business
- customer service
- accounting and economics
Arts and Humanities
Math and Science
- arithmetic, algebra, geometry, calculus, or statistics
Safety and Government
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Basic Skills
- talking to others
- listening to others, not interrupting, and asking good questions
Problem Solving
- noticing a problem and figuring out the best way to solve it
People and Technology Systems
- figuring out how a system should work and how changes in the future will affect it
- thinking about the pros and cons of different options and picking the best one
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Verbal
- communicate by speaking
- listen and understand what people say
Ideas and Logic
- make general rules or come up with answers from lots of detailed information
- notice when problems happen
Math
- choose the right type of math to solve a problem
- add, subtract, multiply, or divide
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People interested in this work like activities that include leading, making decisions, and business.
They do well at jobs that need:
- Attention to Detail
- Integrity
- Dependability
- Initiative
- Analytical Thinking
- Persistence
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You might use software like this on the job:
Financial analysis software
- AnalyzerXL software
- Trading Blox software
Desktop communications software
- ADP/Vantra VOLTS
- Imagine Software Imagine Trading System
Data base user interface and query software
- Data entry software
- FundCount Web
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bachelor's degree
usually needed
Get started on your career:
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New job opportunities are very likely in the future.
$71,720
per year, on average
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You might like a career in one of these industries:
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