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Sales

Securities, Commodities, and Financial Services Sales Agents

Also called: Broker, Commodities Broker, Equity Trader, Financial Advisor

US median pay

$78,660

per year, 2025

Job growth 2025–35

+1.4%

about average or slower

Openings a year (US)

35,100

531,000 employed

Typical entry education

Bachelor's degree

Preparation 4/5 · Considerable preparation

What this job is

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.

What they do day to day

  • Make bids or offers to buy or sell securities.
  • Monitor markets or positions.
  • Agree on buying or selling prices at optimal levels for clients.
  • Keep accurate records of transactions.
  • Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
  • Complete sales order tickets and submit for processing of client-requested transactions.
  • Report all positions or trading results.
  • 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.
  • Identify opportunities or develop channels for purchase or sale of securities or commodities.

Skills and knowledge that matter most

Skills

  • Judgment and Decision Making3.6/5
  • Persuasion3.5/5
  • Social Perceptiveness3.4/5
  • Complex Problem Solving3.4/5
  • Systems Analysis3.2/5
  • Service Orientation3.2/5
  • Time Management3.1/5
  • Systems Evaluation3.1/5

Knowledge

  • Customer and Personal Service4.3/5
  • Economics and Accounting3.9/5
  • English Language3.8/5
  • Mathematics3.7/5
  • Sales and Marketing3.7/5
  • Computers and Electronics3.5/5

Importance rated by people working in the job (1 = not important, 5 = extremely important).

Education and preparation

Preparation level 4 of 5 — Considerable preparation. Usually a bachelor's degree and several years of related experience.

Typical entry education (BLS): Bachelor's degree.

Highest education of people in this job:

  • Bachelor's degree55%
  • High school diploma27%

Who this job suits

Mostly Enterprising

Leading, persuading and starting things

Conventional

Organising data, details and procedures

Social

Helping, teaching and caring for people

Based on the Holland (RIASEC) interest profile for this occupation.

Job titles you'll see in postings

BrokerCommodities BrokerEquity TraderFinancial AdvisorFinancial ConsultantInvestment RepresentativeInvestments AdvisorInvestments SpecialistPersonal BankerTrader