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

  • Account Administrator
  • Account Executive
  • Account Manager
  • Account Specialist
  • Personal Banker
  • Personal Banker Associate
  • Investment Officer
  • Loan Officer
  • Retail Personal Banker
  • Trust Officer
  • Wholesale Account Executive

  • Offer advice on the purchase or sale of particular securities.
  • Make bids or offers to buy or sell securities.

  • Supervise sales or support personnel.