Securities, Commodities, and Financial Services Sales Agents
What Securities, Commodities, and 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.
See full salary breakdown & percentiles →
Career Outlook
National employment outlook, 2024–2034.
- Related work experience
- None
- On-the-job training
- Moderate-term on-the-job training
- Self-employed
- 6.6%
Source: BLS Employment Projections — 2024-2034.
How Much Preparation Does This Take?
Job Zone 4 of 5Job Zone Four: Considerable Preparation Needed
- Experience
- A considerable amount of work-related skill, knowledge, or experience is needed for these occupations.
- Education
- Most of these occupations require a four-year bachelor's degree, but some do not.
- Job training
- Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
Source: O*NET Job Zones.
Key Knowledge Areas
Subject-matter areas this occupation draws on most, per O*NET.
- Customer and Personal Serviceimportance 4.3/5
- Economics and Accountingimportance 3.9/5
- English Languageimportance 3.8/5
- Mathematicsimportance 3.7/5
- Sales and Marketingimportance 3.7/5
- Computers and Electronicsimportance 3.5/5
- Administration and Managementimportance 3.4/5
- Law and Governmentimportance 3.1/5
Work Environment
What the day-to-day work setting is like, per O*NET.
- E-Mail5.0/5
- Telephone Conversations4.9/5
- Face-to-Face Discussions with Individuals and Within Teams4.7/5
- Contact With Others4.7/5
- Importance of Being Exact or Accurate4.5/5
- Determine Tasks, Priorities and Goals4.4/5
Careers With Similar Skills
Occupations whose Transferable Skills profile most closely matches this one — a mathematical comparison, not observed data about people actually moving between these careers.
- Accountants and Auditors98% skill match
- Personal Financial Advisors98% skill match
- Financial Managers98% skill match
- Dermatologists97% skill match
- Insurance Underwriters96% skill match
- Compensation, Benefits, and Job Analysis Specialists96% skill match
- Claims Adjusters, Examiners, and Investigators96% skill match
- Instructional Coordinators96% skill match
Transferable Skills
Cross-functional skills this occupation draws on most, per O*NET — the kind that carry over to other careers.
- Judgment and Decision Makingimportance 3.6/5
- Persuasionimportance 3.5/5
- Social Perceptivenessimportance 3.4/5
- Complex Problem Solvingimportance 3.4/5
- Service Orientationimportance 3.3/5
- Systems Analysisimportance 3.3/5
- Systems Evaluationimportance 3.1/5
- Time Managementimportance 3.1/5
Software & Technologies
Tools and software used in this occupation, per O*NET.
Hot Technologies
Other Software Used
- ADP/Vantra VOLTS
- AIQ Systems TradingExpert Pro
- AnalyzerXL
- Aspen Graphics Technical Analysis Software
- Bloomberg Professional
- BondDesk Group Trader WorkStation
- CQG Integrated Client
- CSI Complex Systems ClientTrade
Work Style
Personal work characteristics that matter most for this occupation, per O*NET.
- Integrity
- Attention to Detail
- Dependability
- Social Orientation
- Stress Tolerance
- Self-Confidence
- Achievement Orientation
Career Interests
This occupation’s RIASEC interest profile, per O*NET — how strongly it fits each of the six Holland interest types.
- EnterprisingHigh
- ConventionalHigh
- SocialMedium
- InvestigativeLow
- ArtisticLow
- RealisticLow
This page includes information from the O*NET 30.3 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.
Where This Career Is Most Concentrated
Metro areas where securities, commodities, and financial services sales agents make up the largest share of local employment, relative to the national average (BLS location quotient).
- 1Trenton-Princeton, NJ2.70× national avg
- 2Charlotte-Concord-Gastonia, NC-SC2.31× national avg
- 3Bridgeport-Stamford-Danbury, CT2.29× national avg
- 4New York-Newark-Jersey City, NY-NJ1.99× national avg
- 5Chicago-Naperville-Elgin, IL-IN1.69× national avg
Possible Career Moves
A computed starting point, not observed job-change data — see the full list for why each one might fit.
- Personal Financial AdvisorsCareer Change
- Financial ManagersCareer Change
- Credit AnalystsCareer Change
- Human Resources ManagersCareer Change
See the full career path from Securities, Commodities, and Financial Services Sales Agents →
Related Education Programs
Schools that offer related fields of study, based on the NCES CIP-SOC crosswalk — not a guarantee that graduates enter this specific career.
Finance, General
- American College of Financial Services (King of Prussia, PA)
- CUNY Bernard M Baruch College (New York, NY)grads earn ~$84,956
- Ohio State University-Main Campus (Columbus, OH)grads earn ~$97,986
- Florida State University (Tallahassee, FL)grads earn ~$87,089
- University of South Carolina-Columbia (Columbia, SC)grads earn ~$92,578
Special Products Marketing Operations
- Fashion Institute of Technology (New York, NY)grads earn ~$60,504
- Florida State College at Jacksonville (Jacksonville, FL)grads earn ~$47,402
- Fashion Institute of Technology (New York, NY)grads earn ~$70,727
- Kent State University at Kent (Kent, OH)grads earn ~$61,055
- Saint Joseph's University - Philadelphia (Philadelphia, PA)grads earn ~$80,764