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

  • Financial Advisor
  • Financial Sales Advisor
  • Investments Advisor
  • Sales Advisor
  • Securities Adviser

  • 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.

  • Develop financial plans, based on analysis of clients' financial status.
  • Identify opportunities or develop channels for purchase or sale of securities or commodities.
  • Offer advice on the purchase or sale of particular securities.
  • 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.