Securities, Commodities, and Financial Services Sales Agents
O*NET Code: 41-3031.00
Description
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.
🗺️ Explore Your Career Path
Visualize advancement opportunities, lateral moves, and skill development roadmaps. See interactive career maps showing transition difficulty and salary progression.
💼 Also Known As
Account AdministratorAccount ManagerAccount SpecialistBank and Savings Securities TraderBankerBanker AssociateBlock TraderBond BrokerBond TraderBranch BankerBranch Relationship BankerBranch Sales RepresentativeBranch Service RepresentativeBrokerBusiness BankerBusiness Banking Relationship ManagerBuyerChartered Financial Analyst (CFA)Client AdministratorClient Service Associate
⚡ Skills (18)
Active Listening4/100
Critical Thinking4/100
Monitoring4/100
Judgment and Decision Making4/100
Reading Comprehension4/100
Speaking4/100
Active Learning4/100
Persuasion4/100
Writing3/100
Social Perceptiveness3/100
+ 8 more skills
📚 Knowledge (0)
💪 Abilities (0)
🔧 Technologies & Tools (73)
🔥C++
Object or component oriented development software
🔥Linux
Operating system software
🔥Microsoft Access
Data base user interface and query software
🔥Microsoft Dynamics
Customer relationship management CRM software
🔥Microsoft Excel
Spreadsheet software
🔥Microsoft Office software
Office suite software
🔥Microsoft Outlook
Electronic mail software
🔥Microsoft PowerPoint
Presentation software
🔥Microsoft SharePoint
Document management software
🔥Microsoft Visual Basic
Development environment software
🔥Microsoft Windows
Operating system software
🔥Microsoft Word
Word processing software
🔥Oracle Java
Object or component oriented development software
🔥Oracle PeopleSoft
Enterprise resource planning ERP software
🔥Python
Object or component oriented development software
🔥R
Object or component oriented development software
🔥SAP software
Enterprise resource planning ERP software
🔥Salesforce software
Customer relationship management CRM software
🔥The MathWorks MATLAB
Analytical or scientific software
🔥UNIX
Operating system software
0ADP/Vantra VOLTS
Desktop communications software
0AIQ Systems TradingExpert Pro
Financial analysis software
0AnalyzerXL
Financial analysis software
0Aspen Graphics Technical Analysis Software
Financial analysis software
0Bloomberg Professional
Financial analysis software
0BondDesk Group Trader WorkStation
Financial analysis software
0CQG Integrated Client
Financial analysis software
0CSI Complex Systems ClientTrade
Customer relationship management CRM software
0CableSoft LiveWire Trader
Financial analysis software
0Calypso Technology Calypso Asset Management
Financial analysis software
0Charles River Development Charles River Investment Management System
Financial analysis software
0Citi The Yield Book Calculator
Financial analysis software
0Customer information control system CICS
Transaction server software
0Customer relationship management CRM software
Customer relationship management CRM software
0Database management software
Data base user interface and query software
0Derivicom FinOptions XL
Financial analysis software
0Email software
Electronic mail software
0FileMaker Pro
Data base user interface and query software
0Financial needs analysis software
Financial analysis software
0Fixed income alternative trading systems ATS
Financial analysis software
0Fund accounting software
Accounting software
0FundCount Web
Data base user interface and query software
0Graphics software
Graphics or photo imaging software
0IBM Cognos Impromptu
Business intelligence and data analysis software
0IBM Notes
Electronic mail software
0Imagine Software Imagine Trading System
Desktop communications software
0Knight BondPoint
Financial analysis software
0Leading Market Technologies EXPO
Financial analysis software
0LinkedIn
Web page creation and editing software
0Microsoft Dynamics GP
Enterprise resource planning ERP software
0Multiple trading transaction systems
Financial analysis software
0Oracle E-Business Suite Financials
Financial analysis software
0Oracle Hyperion
Enterprise resource planning ERP software
0Oracle PeopleSoft Financials
Enterprise resource planning ERP software
0Oracle Siebel CRM
Customer relationship management CRM software
0Project management software
Project management software
0Realm Business Solutions INSIGHT for ARGUS
Financial analysis software
0Redi Enterprise Development Redi ERM
Financial analysis software
0Regulatory agency compliance software
Compliance software
0Sage 50 Accounting
Accounting software
0Sales analysis software
Financial analysis software
0Scheduling software
Calendar and scheduling software
0Spreadsheet software
Spreadsheet software
0SunGard MicroHedge
Financial analysis software
0Telvent DTN ProphetX
Financial analysis software
0Thomson Reuters Tradeweb
Financial analysis software
0Tradeweb Markets Tradeweb
Financial analysis software
0Trading Blox
Financial analysis software
0Triple Point Commodity XL
Financial analysis software
0Web browser software
Internet browser software
0Web-based information systems
Data base user interface and query software
0Web-based trading systems
Financial analysis software
0Word processing software
Word processing software
🔄 Career Transition Paths
Occupations with similar skills and natural career progression opportunities
Financial Managers
Salary: $50,000
Education: Zone 4 - High Prep
Investment Fund Managers
Salary: $50,000
Education: Zone 5 - Extensive Prep(↑1 level)
Wholesale and Retail Buyers, Except Farm Products
Salary: $50,000
Education: Zone 3 - Medium Prep(↓1 level)
Purchasing Agents, Except Wholesale, Retail, and Farm Products
Salary: $50,000
Education: Zone 4 - High Prep
Market Research Analysts and Marketing Specialists
Salary: $50,000
Education: Zone 4 - High Prep
Credit Analysts
Salary: $50,000
Education: Zone 4 - High Prep
Financial and Investment Analysts
Salary: $50,000
Education: Zone 4 - High Prep
Personal Financial Advisors
Salary: $50,000
Education: Zone 4 - High Prep
Financial Risk Specialists
Salary: $50,000
Education: Zone 4 - High Prep
Credit Counselors
Salary: $50,000
Education: Zone 4 - High Prep
📊 Skills Comparison
Securities, Commodities, and Financial Services Sales Agents → Personal Financial Advisors
Transition Difficulty: Easy (85% skill overlap)
✅ Transferable Skills (17)
Skills you already have that transfer to the new role
Reading Comprehension
Current: 4Target: 4
→
Active Listening
Current: 4Target: 4
→
Speaking
Current: 4Target: 4
→
Writing
Current: 3Target: 4
→
Critical Thinking
Current: 4Target: 4
→
Mathematics
Current: 3Target: 4
→
Social Perceptiveness
Current: 3Target: 4
→
Service Orientation
Current: 3Target: 4
→
Complex Problem Solving
Current: 3Target: 4
→
Judgment and Decision Making
Current: 4Target: 4
→
Persuasion
Current: 4Target: 3
→
Systems Analysis
Current: 3Target: 3
→
Systems Evaluation
Current: 3Target: 3
→
Active Learning
Current: 4Target: 3
→
Monitoring
Current: 4Target: 3
→