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Securities, Commodities, & Financial Services Sales Agents

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

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What they 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.
On the job, you would:
  • Make bids or offers to buy or sell securities.
  • Monitor markets or positions.
  • Agree on buying or selling prices at optimal levels for clients.

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

Skills

Basic Skills
  • thinking about the pros and cons of different ways to solve a problem
  • 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
  • thinking about the pros and cons of different options and picking the best one
  • figuring out how a system should work and how changes in the future will affect it

Abilities

Verbal
  • listen and understand what people say
  • communicate by speaking
Ideas and Logic
  • use rules to solve problems
  • make general rules or come up with answers from lots of detailed information
Math
  • choose the right type of math to solve a problem
  • add, subtract, multiply, or divide

Personality

People interested in this work like activities that include leading, making decisions, and business.
They do well at jobs that need:
  • Integrity
  • Dependability
  • Attention to Detail
  • Stress Tolerance
  • Initiative
  • Persistence

Technology

You might use software like this on the job:

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

Education

Education: (rated 4 of 5)

Job Outlook

Below Average Outlook
New job opportunities are less likely in the future.
Salary
$64,770
$36,910
$208,000+

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