Occupations/41-3031.00
Securities, Commodities, and Financial Services Sales Agents
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.
Usually a four-year bachelor’s degree.
AI automation risk
72%
Higher automation risk
Human characteristics
40%
Balanced human and task mix
Task orientation
50%
Mixed exposure
A day in this job
- Mostly human
Agree on buying or selling prices at optimal levels for clients.
- Mostly routine
Monitor markets or positions.
- Mostly human
Complete sales order tickets and submit for processing of client-requested transactions.
Split from the wording of these tasks, shown next to the occupation’s AI risk. It is not a separate score for each task, and it is not a forecast that the job disappears.
Core tasks
- 01Make bids or offers to buy or sell securities.
- 02Monitor markets or positions.
- 03Agree on buying or selling prices at optimal levels for clients.
- 04Keep accurate records of transactions.
- 05Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- 06Complete sales order tickets and submit for processing of client-requested transactions.
Model drivers (O*NET 1–5)
- Repeating same tasks3.17
- Degree of automation2.59
- Time sitting4.27
- Originality (ability)3.00
- Conflict situations2.90
- Hands-on objects/tools2.31
- Outdoors / weather1.19
- Disease exposure1.04
- Decision freedom4.33
Top abilities
- Oral Comprehension4.12
- Oral Expression3.88
- Deductive Reasoning3.75
- Written Comprehension3.62
- Speech Clarity3.62
- Written Expression3.50
- Speech Recognition3.50
- Problem Sensitivity3.50
Essential skills
- Reading Comprehension3.50
- Active Listening3.75
- Writing3.38
- Speaking3.50
- Mathematics3.12
- Science1.25
- Critical Thinking3.75
- Active Learning3.50
- Learning Strategies2.62
- Monitoring3.62
CIP matches
Schools offering related programs
12 of 68 shown
Earnings are College Scorecard medians for that program, 1 and 2 years after completion. A dash means the Department suppressed the cell or the campus is not in the field file.
| Institution | Program | Tuition | Admit | Grad 6-yr | Earnings |
|---|---|---|---|---|---|
Massachusetts Institute of Technology Cambridge, MA · Private nonprofit | Financial Planning and Services 52.0804 | $60,100 | 4% | 96% | 1 yr $101,964 2 yr $88,198 Master's · CIP 52.08 |
Georgetown University Washington, DC · Private nonprofit | Financial Planning and Services 52.0804 | $65,400 | 12% | 95% | 1 yr $92,505 2 yr $85,538 Bachelor's · CIP 52.08 |
Boston University Boston, MA · Private nonprofit | Financial Planning and Services 52.0804 | $65,200 | 14% | 89% | 1 yr $91,744 2 yr $84,653 Master's · CIP 52.08 |
New York University New York, NY · Private nonprofit | Financial Planning and Services 52.0804 | $60,400 | 12% | 88% | 1 yr — 2 yr $84,653 Bachelor's · CIP 52.08 |
Northeastern University Boston, MA · Private nonprofit | Financial Planning and Services 52.0804 | $63,200 | 7% | 91% | 1 yr $75,413 2 yr $75,518 Bachelor's · CIP 52.08 |
Howard University Washington, DC · Private nonprofit | Financial Planning and Services 52.0804 | $33,200 | 53% | 65% | 1 yr $73,852 2 yr $72,214 Bachelor's · CIP 52.08 |
University of Southern California Los Angeles, CA · Private nonprofit | Financial Planning and Services 52.0804 | $68,200 | 12% | 92% | 1 yr $72,671 2 yr $74,576 Master's · CIP 52.08 |
The University of Texas at Austin Austin, TX · Public | Financial Planning and Services 52.0804 | $11,700 | 31% | 88% | 1 yr $72,588 2 yr $70,680 Bachelor's · CIP 52.08 |
University of Illinois Urbana-Champaign Champaign, IL · Public | Financial Planning and Services 52.0804 | $17,500 | 45% | 85% | 1 yr $71,619 2 yr $71,935 Bachelor's · CIP 52.08 |
University of Washington-Seattle Campus Seattle, WA · Public | Financial Planning and Services 52.0804 | $12,600 | 48% | 84% | 1 yr $64,672 2 yr $63,898 Bachelor's · CIP 52.08 |
Pennsylvania State University-Main Campus University Park, PA · Public | Financial Planning and Services 52.0804 | $19,600 | 55% | 86% | 1 yr $63,972 2 yr $65,013 Bachelor's · CIP 52.08 |
University of Wisconsin-Madison Madison, WI · Public | Financial Planning and Services 52.0804 | $11,200 | 49% | 89% | 1 yr $63,228 2 yr $65,029 Bachelor's · CIP 52.08 |