Sales Agents, Securities and Commodities
Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
Education & Training
Percentage of workers at each education and training level
Education Level
Prior Experience Needed
Work experience required to enter this job
Training Provided After Hiring
How long it typically takes to learn on the job
How AI Impacts Each Task
19 tasks analyzed
Keep accurate records of transactions.
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.
Discuss financial options with clients and keep them informed about transactions.
Develop financial plans, based on analysis of clients' financial status.
| Task | AI Capability | Risk | Time % |
|---|---|---|---|
| Keep accurate records of transactions. | - | - | - |
| 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. | - | - | - |
| Discuss financial options with clients and keep them informed about transactions. | - | - | - |
| Develop financial plans, based on analysis of clients' financial status. | - | - | - |
Essential Soft Skills
Traits that are hard for AI to replicate
Wage & Employment (2024)
Median Wage
$78,140
per year
Mean Wage
$110,400
per year
Employment
472K
workers
Wage Range
$47,080 - $215,210
10th - 90th pct
Wage Distribution
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Awaiting Assessment
This occupation has 19 tasks in the database and is queued for the next scoring run. Risk scores, protective factors, and skill gaps will appear once the assessment completes.