Skills it runs on
The capabilities O*NET rates most important for this occupation — the human ground the work is built on.
See all skills →Securities, Commodities, and Financial Services Sales Agents
Occupation · SOC 41-3031.00
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.
Also called: Broker · Equity Trader · Financial Advisor · Financial Consultant · Commodities Broker · Investment Representative · Investments Advisor · Investments Specialist · Personal Banker · Trader · Account Administrator · Account Manager
Job family: Sales and Related Occupations
Take this to your AI
A source-stamped Markdown brief of this occupation — paste it into an agent, or fetch
/roles/role-41-3031-00/context.md directly.
AI work map
A fast read on where AI already shows up in this occupation, where it stays a copilot, where humans remain in the loop, and what the labor market is doing. Built from observed Claude.ai conversations mapped to O*NET tasks and from published research — measures of usage and exposure, not advice or predictions that the job is going away.
Market signal
Independent published positions, read together — not a forecast.
- About average employment outlook (+3.3% by 2034)
- 38,100 openings/yr
- High AI exposure
- Median pay $78,140/yr
- Can largely be done remotely (teleworkable)
- A reversal from 2013 — rated low automation risk then (12th), high AI task-overlap now (91st)
91st-percentile task overlap — yet about 38,100 openings a year (+3.3% projected, BLS) . What exposure means →
AI & job outlook
What today's research says about this occupation's exposure to AI, how AI is actually being used in it, and where employment is headed. These are positions within published studies — measures of exposure and usage, not predictions that this job will disappear.
Exposure to current AI
Each study uses its own scale, so the raw scores are not comparable across rows — the percentile (this job's rank among all U.S. occupations with data) is the comparable figure, and sizes the bars.
| Measure | Rank vs all occupations | Percentile | Score |
|---|---|---|---|
| Overall AI exposure (Felten et al.) High | 84th | 1.3 | |
| LLM task exposure, γ (OpenAI / Eloundou) High | 95th | 1.0 | |
| AI assistant applicability (Microsoft) High | 76th | 0.2 |
OpenAI's exposure study scores tasks three ways: with a language model alone (α 0.2), with simple added tooling (β 0.6), and including AI-powered software (γ 1.0). Higher means more of the job's tasks could be done at least twice as fast — not that they will be automated away.
Most of this job's tasks can be done remotely (Dingel–Neiman), which tends to track with higher digital and AI exposure.
Historical automation estimate (2013)
A pre-LLM (2013) estimate of how automatable this job is by computerization and robotics. Shown for historical context only — it is not part of any current AI ranking.
Frey–Osborne probability 0.0 · 12th percentile among occupations · Low
How AI is actually used in this job
Among measured AI assistant conversations mapped to this occupation (Anthropic Economic Index, 2026-01-15), these task types came up most. These are shares of observed AI conversations — not shares of the job, of worker time, or of what could be automated.
| Explain stock market terms or trading practices to clients. | 6.0% | |
| Offer advice on the purchase or sale of particular securities. | 3.2% | |
| Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities. | 2.6% | |
| Devise trading, option, or hedge strategies. | 2.3% | |
| Prepare financial reports to monitor client or corporate finances. | 1.8% | |
| Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes. | 1.7% |
Job outlook
Independent U.S. Bureau of Labor Statistics employment projection for 2024–2034 — a labor-market forecast, not an AI-impact forecast.
| Outlook | About average · +3.3% by 2034 |
| Projected annual openings | 38,100 |
| Employment 2024 → 2034 | 514,500 → 531,600 |
“Annual openings” counts new jobs plus replacements for workers who leave the occupation, so it can be large even when growth is modest.
Where this work sits on the global GenAI gradient
The ILO's 2025 global study scores generative-AI exposure on the international ISCO-08 occupation system, not US SOC. Bridged through the published (and approximate, many-to-many) IBS O*NET-SOC ↔ ISCO-08 crosswalk, this US occupation corresponds to the international 2 occupations below. Exposure here means how much of the work's tasks today's AI can attempt — task overlap, not automation, adoption, or jobs lost.
Securities, Commodities, and Financial Services Sales Agents sits at the 91st percentile of 427
occupations on the global GenAI task-exposure gradient
— exposure eased from 2023 to 2025. Each dot is one occupation; the
ringed one is this work. Exposure is task overlap, not automation or jobs lost.
53% mean task exposure (2025)
91st percentile of 427 placed occupations
−8 pts shift 2023 → 2025
| International occupation (ISCO-08) | Task exposure (2025) | Most tasks fall in |
|---|---|---|
| Securities and Finance Dealers and Brokers · 3311 | 63% | Gradient 4 |
| Trade Brokers · 3324 | 44% | Gradient 2 |
Read the whole six-band gradient on the GenAI exposure gradient page. The crosswalk is approximate: a US occupation can map to several international ones, and the ILO scores describe the international occupation, not this exact US role.
Tasks
All 30 tasks O*NET lists for this occupation, ordered by importance. Each links to its own page with AI-exposure and observed-use detail.
- Make bids or offers to buy or sell securities. Core · importance 4.8
- Monitor markets or positions. Core · importance 4.8
- Agree on buying or selling prices at optimal levels for clients. Core · importance 4.7
- Keep accurate records of transactions. Core · importance 4.6
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers. Core · importance 4.5
- Complete sales order tickets and submit for processing of client-requested transactions. Core · importance 4.5
- Report all positions or trading results. Core · importance 4.5
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives. Core · importance 4.4
- Discuss financial options with clients and keep them informed about transactions. Core · importance 4.4
- Identify opportunities or develop channels for purchase or sale of securities or commodities. Core · importance 4.3
- Develop financial plans, based on analysis of clients' financial status. Core · importance 4.3
- Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations. Core · importance 4.3
- Supervise support staff and ensure proper execution of contracts. Supplemental · importance 4.2
- Devise trading, option, or hedge strategies. Core · importance 4.2
- Determine customers' financial services needs and prepare proposals to sell services that address these needs. Core · importance 4.2
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes. Core · importance 4.1
- Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics. Core · importance 4.1
- Offer advice on the purchase or sale of particular securities. Core · importance 4.0
- Relay buy or sell orders to securities exchanges or to firm trading departments. Supplemental · importance 4.0
- Contact prospective customers to present information and explain available services. Core · importance 3.9
- Explain stock market terms or trading practices to clients. Core · importance 3.9
- Calculate costs for billings or commissions. Core · importance 3.8
- Prepare financial reports to monitor client or corporate finances. Core · importance 3.8
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities. Core · importance 3.8
- Evaluate costs and revenue of agreements to determine continued profitability. Supplemental · importance 3.6
- Sell services or equipment, such as trusts, investments, or check processing services. Supplemental · importance 3.3
- Negotiate prices or contracts for securities or commodities sales or purchases.
- Prepare and send requests for price quotations to all companies in a particular market.
- Price securities or commodities based on market conditions.
- Purchase or sell financial derivatives for customers.
Work activities
- Negotiate prices or other sales terms.
- Monitor market conditions or trends.
- Maintain records of sales or other business transactions.
- Sell products or services.
- Prepare sales or other contracts.
- Process sales or other transactions.
- Prepare financial documents, reports, or budgets.
- Gather customer or product information to determine customer needs.
- Explain financial information to customers.
- Develop proposals for current or prospective customers.
- Identify investment opportunities or strategies.
- Develop professional relationships or networks.
- Customize financial products or services to meet customer needs.
- Review accuracy of sales or other transactions.
- Explain technical product or service information to customers.
- Contact current or potential customers to promote products or services.
- Analyze market conditions or trends.
- Share sales-related or market information with colleagues.
- Analyze business or financial data.
- Calculate costs of goods or services.
- Estimate costs or terms of sales.
- Monitor sales activities.
- Supervise sales or support personnel.
- Coordinate activities with suppliers, contractors, clients, or other departments.
- Negotiate purchases or contracts.
- Gather information in order to provide services to clients.
- Purchase products or services.
Knowledge, skills & abilities
O*NET importance rating, from 1 (not important) to 5 (extremely important).
Knowledge
Abilities
| Oral Comprehension | 4.1 | |
| Oral Expression | 3.9 | |
| Deductive Reasoning | 3.8 | |
| Written Comprehension | 3.6 | |
| Speech Clarity | 3.6 | |
| Written Expression | 3.5 | |
| Problem Sensitivity | 3.5 | |
| Speech Recognition | 3.5 | |
| Inductive Reasoning | 3.4 | |
| Information Ordering | 3.4 | |
| Near Vision | 3.4 | |
| Fluency of Ideas | 3.3 | |
| Category Flexibility | 3.3 | |
| Mathematical Reasoning | 3.3 | |
| Number Facility | 3.1 |
Essential skills
| Active Listening | 3.8 | |
| Critical Thinking | 3.8 | |
| Monitoring | 3.6 | |
| Reading Comprehension | 3.5 | |
| Speaking | 3.5 | |
| Active Learning | 3.5 | |
| Writing | 3.4 | |
| Mathematics | 3.1 |
Transferable skills
Skills in demand
Skills employers ask for in job postings for this occupation (Lightcast), with whether each is a common or specialized skill.
Showing the top 40 of 50.
Tools & technology
Showing the top 40 of 69.
Work context
How characteristic each condition is of the job, on O*NET's 1–5 context scale (higher = more present in day-to-day work). Each condition links to how it varies across all occupations.
How to get in
- Job zone
- Zone 4 — Job Zone Four: Considerable Preparation Needed
- Education
- Most of these occupations require a four-year bachelor's degree, but some do not.
- Typical entry-level education
- Bachelor's degree · BLS, the typical path — not a requirement
- Related experience
- A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
- Preparation level
- SVP (7.0 to < 8.0) — total schooling plus on-the-job experience.
What to study: Business, Management, Marketing, and Related Support Services . Fields of study crosswalked to this occupation (NCES CIP–SOC), not a requirement.
Education of current workers
Share of people in this occupation at each level of education.
| Bachelor's Degree | 55.3% | |
| High School Diploma | 26.8% | |
| Post-Baccalaureate Certificate | 6.0% | |
| Some College Courses | 5.8% | |
| Master's Degree | 3.8% | |
| Associate's Degree (or other 2-year degree) | 1.1% | |
| Post-Secondary Certificate | 1.1% |
Interests & work styles
The interests and personal qualities O*NET associates with people who do this work.
Work styles
| Attention to Detail | 10.0 | |
| Integrity | 9.0 | |
| Intellectual Curiosity | 8.0 | |
| Achievement Orientation | 7.0 | |
| Social Orientation | 6.0 | |
| Stress Tolerance | 5.0 | |
| Adaptability | 4.0 |
Interest areas
| Sales | 6.6 | |
| Finance | 6.6 | |
| Business Initiatives | 5.5 | |
| Accounting | 4.1 | |
| Professional Advising | 3.9 | |
| Public Speaking | 3.8 | |
| Office Work | 3.5 |
Career interests (Holland / RIASEC)
| Enterprising | 6.1 | |
| Conventional | 5.3 |
Wages & employment
U.S. · annual wages (BLS OEWS)
| 10th percentile | $47,080 |
| 25th percentile | $51,600 |
| Median (50th) | $78,140 |
| 75th percentile | $129,480 |
| 90th percentile | $215,210 |
| People employed | 472,300 |
Industries that employ this occupation
Where these workers are employed, by number of jobs (national, BLS OEWS). Pay shown is the occupation's national median, not industry-specific.
| Industry | Workers | National median pay |
|---|---|---|
| Finance and Insurance · Sector | 447,410 | $77,550 |
| Management of Companies and Enterprises · Sector | 13,360 | $99,970 |
| Insurance Agencies and Brokerages · National industry | 5,450 | $80,010 |
| Professional, Scientific, and Technical Services · Sector | 4,060 | $132,500 |
| Wholesale Trade · Sector | 2,070 | — |
| Administrative and Support and Waste Management and Remediation Services · Sector | 1,830 | $91,680 |
| Retail Trade · Sector | 1,660 | $107,360 |
| Information · Sector | 490 | $105,770 |
| Real Estate and Rental and Leasing · Sector | 330 | $130,920 |
| Utilities · Sector | 250 | $100,920 |
| Arts, Entertainment, and Recreation · Sector | 250 | $60,640 |
| Direct Health and Medical Insurance Carriers · National industry | 200 | $74,040 |
Where this work is most concentrated
Industries where this occupation is far more common than in the economy as a whole. The location quotient is how many times more concentrated it is here (a value of 5 means five times its economy-wide share).
| Industry | Concentration | Workers |
|---|---|---|
| Finance and Insurance · Sector | 23.46× | 447,410 |
| Insurance Agencies and Brokerages · National industry | 1.8× | 5,450 |
| Management of Companies and Enterprises · Sector | 1.55× | 13,360 |
| Direct Health and Medical Insurance Carriers · National industry | 0.15× | 200 |
| Utilities · Sector | 0.14× | 250 |
| Professional, Scientific, and Technical Services · Sector | 0.12× | 4,060 |
| Wholesale Trade · Sector | 0.11× | 2,070 |
| Mining, Quarrying, and Oil and Gas Extraction · Sector | 0.1× | 170 |
Related occupations
Part of the Financial Services career cluster.
- Financial and Investment Analysts · 13-2051.00 Compare →
- Personal Financial Advisors · 13-2052.00 Compare →
- Investment Fund Managers · 11-3031.03 Compare →
- Brokerage Clerks · 43-4011.00 Compare →
- Financial Risk Specialists · 13-2054.00 Compare →
- Loan Officers · 13-2072.00 Compare →
- New Accounts Clerks · 43-4141.00 Compare →
- Wholesale and Retail Buyers, Except Farm Products · 13-1022.00 Compare →
- Credit Analysts · 13-2041.00 Compare →
- Real Estate Brokers · 41-9021.00 Compare →
- Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel · 41-3091.00 Compare →
- Tellers · 43-3071.00 Compare →
Side-by-side comparisons place two occupations’ pay, preparation, skills, and AI exposure on the same page — same data, same scale, no forecast.
What you can do with this
Options the data surfaces for Securities, Commodities, and Financial Services Sales Agents — not advice or a forecast. Each is a real cross-link you can follow into the evidence.
Skills that travel
Capabilities this work builds that are used across many other occupations.
Adjacent roles
Occupations O*NET rates as related — the nearby moves on the map.
Paths in
How people typically prepare for this work.
- Bachelor's degree · typical entry level
- Job zone 4 — Job Zone Four: Considerable Preparation Needed · preparation tier
- Business, Management, Marketing, and Related Support Services · field of study
Zoom out
On the global GenAI exposure gradient this work sits around the 91st percentile of 427 international occupations.
Write a report on thisheadline · factoids · citation
Securities, Commodities, and Financial Services Sales Agents show 91st-percentile AI task overlap — and about 38,100 annual U.S. openings
- Securities, Commodities, and Financial Services Sales Agents rank in the 91st percentile (High band) for AI task overlap across U.S. occupations — a measure of how much of the work today's AI can attempt, not how much is automated.Eloundou et al. (GPTs are GPTs) + Felten AIOE
- The occupation is projected to see about 38,100 U.S. job openings per year (2024–34), counting growth and replacement — a labor-demand projection made independently of AI.BLS Employment Projections 2024–34
- BLS projects employment to be about average (+3.3%) from 2024 to 2034.BLS Employment Projections 2024–34
- Median annual pay is $78,140, across about 472,300 U.S. workers.BLS OEWS (May 2024)
Copy the whole kit
Securities, Commodities, and Financial Services Sales Agents show 91st-percentile AI task overlap — and about 38,100 annual U.S. openings • Securities, Commodities, and Financial Services Sales Agents rank in the 91st percentile (High band) for AI task overlap across U.S. occupations — a measure of how much of the work today's AI can attempt, not how much is automated. (Eloundou et al. (GPTs are GPTs) + Felten AIOE) • The occupation is projected to see about 38,100 U.S. job openings per year (2024–34), counting growth and replacement — a labor-demand projection made independently of AI. (BLS Employment Projections 2024–34) • BLS projects employment to be about average (+3.3%) from 2024 to 2034. (BLS Employment Projections 2024–34) • Median annual pay is $78,140, across about 472,300 U.S. workers. (BLS OEWS (May 2024)) Source: Singulariki — "Securities, Commodities, and Financial Services Sales Agents". https://singulariki.com/roles/role-41-3031-00 Note: AI task overlap measures what today's AI can attempt, not automation, job loss, or a forecast.
AssetsShare imageMethodology & sourcesPress & newsroomThe newsroom
Every line is built only from figures this page already shows and cites. AI task overlap means what today's AI can attempt — not automation, job loss, or a forecast.
Sources for this page
Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.
- O*NET 30.3 U.S. Department of Labor / National Center for O*NET Development
- BLS Occupational Employment and Wage Statistics (OEWS) May 2024 U.S. Bureau of Labor Statistics
- BLS Employment Projections 2024–2034 U.S. Bureau of Labor Statistics
- Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27) Anthropic
- Microsoft “Working with AI” working-with-ai Microsoft Research
- “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic
- AI Occupational Exposure (AIOE) Felten, Raj & Seamans academic
- ILO / Gmyrek et al. GenAI exposure gradient 2025 International Labour Organization
- IBS O*NET-SOC ↔ ISCO-08 occupation crosswalk 2022 Institute for Structural Research (IBS)
- Frey & Osborne (2013) frey-osborne-automation academic
- Dingel & Neiman (2020) dingel-neiman-workathome academic
Data compiled June 2, 2026. Figures are estimates, not advice.
Cite this page
Plain
Singulariki. "Securities, Commodities, and Financial Services Sales Agents." Singulariki: a source-backed encyclopedia of work. Built from O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; BLS Employment Projections 2024–2034; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); Microsoft “Working with AI” working-with-ai; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans; ILO / Gmyrek et al. GenAI exposure gradient 2025; IBS O*NET-SOC ↔ ISCO-08 occupation crosswalk 2022; Frey & Osborne (2013) frey-osborne-automation; Dingel & Neiman (2020) dingel-neiman-workathome. Accessed June 7, 2026. https://singulariki.com/roles/role-41-3031-00
APA
Singulariki. (2026). Securities, Commodities, and Financial Services Sales Agents. Singulariki: a source-backed encyclopedia of work. Retrieved June 7, 2026, from https://singulariki.com/roles/role-41-3031-00
BibTeX
@misc{singulariki-role-41-3031-00,
title = {Securities, Commodities, and Financial Services Sales Agents},
author = {{Singulariki}},
year = {2026},
note = {O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; BLS Employment Projections 2024–2034; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); Microsoft “Working with AI” working-with-ai; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans; ILO / Gmyrek et al. GenAI exposure gradient 2025; IBS O*NET-SOC ↔ ISCO-08 occupation crosswalk 2022; Frey & Osborne (2013) frey-osborne-automation; Dingel & Neiman (2020) dingel-neiman-workathome. Accessed June 7, 2026},
url = {https://singulariki.com/roles/role-41-3031-00}
} Citations name the underlying public dataset releases — they reflect what this page is built from, not just the URL.