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How do they match:
Securities, Commodities, and Financial Services Sales Agents
1
O*NET-SOC Title
Securities, Commodities, and
Financial
Services Sales Agents
27
Alternate Occupation Titles
Bank
and Savings Securities Trader
Banker
Banker
Associate
Finance
Specialist
Financial
Advisor
Financial
Consultant
Financial
Report Service Sales Agent
Financial
Representative
Financial
Sales Advisor
Financial
Services Agent
Financial
Services Associate
Financial
Services Representative
Financial
Services Sales Representative
Financial
Specialist
Branch
Banker
Branch Relationship
Banker
Business
Banker
Chartered
Financial
Analyst
Insurance and
Financial
Services Agent
Investment
Banker
Personal
Banker
Personal
Banker
Associate
Premier
Banker
Private Client
Banker
Relationship
Banker
Retail Personal
Banker
Select
Banker
1
O*NET-SOC 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.
7
Tasks
Determine customers'
financial
services needs and prepare proposals to sell services that address these needs.
Develop
financial
plans, based on analysis of clients'
financial
status.
Discuss
financial
options with clients and keep them informed about transactions.
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or
financial
objectives.
Prepare
financial
reports to monitor client or corporate
finances.
Purchase or sell
financial
derivatives for customers.
Supply the latest price quotes on any security, as well as information on the activities or
financial
positions of the corporations issuing these securities.
4
Detailed Work Activities
Analyze business or
financial
data.
Customize
financial
products or services to meet customer needs.
Explain
financial
information to customers.
Prepare
financial
documents, reports, or budgets.
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Technology Skills
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Interests
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Skills (Cross-Functional)
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Work Context
Work Styles
Work Values
Crosswalks
Military
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Occupation Handbook
SOC
DOT
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ESCO
Sites
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U.S. Department of Labor
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Creative Commons CC-BY
License
How do they match: 41-3031.00 - Securities, Commodities, and Financial Services Sales Agents
by
U.S. Department of Labor, Employment and Training Administration
is licensed under a
Creative Commons Attribution 4.0 International License
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