Financial Services Sales Agent

Explore This Path

Thrive in dynamic markets by guiding clients to smart investment decisions.
Shape financial futures by optimizing buying and selling strategies for clients.
Engage in fast-paced trading environments with real-time market analysis.

💰 Earn $58K-$118K

📚 Bachelor Degree

⏱️ 24–48 MONTH TRAINING

📈 6.6% JOB GROWTH

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What You’ll Do

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.

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.

Scoop

Minimum Education

Bachelor Degree

Career Prospects

Excellent (Increasing by 5% or more)

Training Time

2 to 4 years

Job Openings

41,000 Annually

Median Earnings

$76,230 in California

$76,900 Nationally

$25K

$50K

$75K

$100K

$125K

$150K

$175K

$200K

$225K

$250K

Best For You If...

YOU Like 💕

Influencing or leading others
Relating with or serving others
Using data or completing tasks

You are skilled in 💫

Active Listening
Critical Thinking
Speaking
Mathematics
Monitoring
Reading Comprehension

You value 🙏

Accomplishing things
Having freedom
Job security

Deep Dive

Financial Services Sales Agent

Explore career pathways, key skills, and what each role has to offer.

Pathways to this Career

Learn about the education and training paths that can lead to this career — and what to expect from each one.

Associate's Degree

An 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 Degree

A 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 Program

A 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