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

  • Relationship Banker
  • Relationship Manager
  • Branch Relationship Banker
  • Client Relationship Consultant
  • 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.

  • Offer advice on the purchase or sale of particular securities.

  • Develop professional relationships or networks.
  • Share sales-related or market information with colleagues.