What Financial Services Sales Agents DoBuy 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.
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Agree on buying or selling prices at optimal levels for clients.
- Keep accurate records of transactions.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
Financial Services Sales Agents Education, Salary, and GrowthOnly you can decide how much you need to earn — but knowing what it actually costs to live in your area can help. The Family Budget Calculator can guide you.
Minimum EducationBachelor Degree
Career ProspectsExcellent (Increasing by 5% or more)
Training Time2 to 4 years
Job Openings38,100 Annually
Median Earnings
$79,140 in California
$78,140 Nationally
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Is This Career Right For You?
YOU Like
- Influencing or leading others
- Relating with or serving others
- Using data or completing tasks
you value
- Accomplishing things
- Having freedom
- Job security
you are skilled in
- Active Listening
- Critical Thinking
- Speaking
- Mathematics
- Monitoring
- Reading Comprehension
Go Deeper: Financial Services Sales Agents Explained
Financial Services Sales AgentExplore career pathways, key skills, and what each role has to offer.
How Do You Train for This Career?
Learn about the education and training paths that can lead to this career — and what to expect from each one.
Associate's DegreeAn associate's degree typically provides graduates with foundational knowledge and skills for entry-level jobs in the graduate's industry, or serves as a stepping stone towards further education.
🎓 College
⏱️ Finish in 2-3 years
Bachelor's DegreeA bachelor's degree typically results in increased knowledge about a variety of academic subjects, specialized knowledge in a focused field of study, and is considered the foundational qualification for many careers.
🎓 College
⏱️ Finish in 4-5+ years
Workforce Development ProgramA workforce development program typically enhances participants' opportunities to succeed in the workforce through employment skill-building, career counseling, connections to employers, and pathways to high-demand and high-wage jobs.
🎓 Skills-Focused
⏱️ Finish in 6 months - 2 years
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What Is the Administration & Sales Industry?
Administration & SalesThe primary activities of this group involve managing teams and projects, providing administrative support, and selling products or services.