Occupation information for Securities, Commodities, and Financial Services Sales Agents District Of Columbia

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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.

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details

Currently Employed: 1,980

Projected Annual Job Openings: 160

Typical Hourly Wage: $24.49 - $61.22

Typical Annual Salary: $50,940 - $127,330

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typical training

Typical education needed for entry: Bachelor's degree

Typical work experience needed for a job in this occupation: No work experience

Typical on-the-job training once you have a job in this occupation: 1 to 12 months on-the-job training

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typical job duties

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.
Complete sales order tickets and submit for processing of client-requested transactions.
Report all positions or trading results.
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
Discuss financial options with clients and keep them informed about transactions.
Identify opportunities or develop channels for purchase or sale of securities or commodities.

tools & technology

Tools:

Desktop calculator
Desktop computers
Laser fax machine
Notebook computers
Personal computers

Technology:

Customer relationship management CRM software
Data base user interface and query software
Enterprise resource planning ERP software
Financial analysis software
Object or component oriented development software

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