How do they match: Securities, Commodities, and Financial Services Sales Agents

  • Business Banker
  • Speculator
  • Client Administrator
  • Client Relationship Consultant
  • Client Service Associate
  • Account Specialist
  • Finance Specialist
  • Financial Specialist
  • Fiscal Specialist
  • Investments Specialist
  • Private Client Banker
  • Sales Specialist
  • Services Investment Specialist
  • Stock Speculator
  • Trading Specialist

  • 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.

  • Agree on buying or selling prices at optimal levels for clients.
  • Complete sales order tickets and submit for processing of client-requested transactions.
  • Develop financial plans, based on analysis of clients' financial status.
  • Discuss financial options with clients and keep them informed about transactions.
  • Explain stock market terms or trading practices to clients.
  • Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
  • Prepare financial reports to monitor client or corporate finances.

  • Analyze business or financial data.
  • Coordinate activities with suppliers, contractors, clients, or other departments.
  • Gather information in order to provide services to clients.
  • Maintain records of sales or other business transactions.