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

  • Securities, Commodities, and Financial Services Sales Agents

  • Registered Representative
  • Account Manager
  • Bank and Savings Securities Trader
  • Branch Manager
  • Insurance and Financial Services Agent
  • Investments Manager
  • Money Manager
  • Portfolio Manager
  • Relationship Manager
  • Supply Manager

  • Develop financial plans, based on analysis of clients' financial status.
  • Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
  • Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.