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

  • Foreign Exchange Trader
  • Forex Trader
  • Banker Associate
  • Client Service Associate
  • Financial Services Associate
  • Personal Banker Associate
  • Sales Associate
  • Stock Associate

  • Develop financial plans, based on analysis of clients' financial status.
  • Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
  • Identify opportunities or develop channels for purchase or sale of securities or commodities.
  • Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.

  • Develop professional relationships or networks.
  • Develop proposals for current or prospective customers.