Securities, Commodities, and Financial Services Sales Agents

A typical week, in the words of people in the job

1. 01Prepare financial reports to monitor client or corporate finances.
2. 02Complete sales order tickets and submit for processing of client-requested transactions.
3. 03Develop financial plans, based on analysis of clients' financial status.
4. 04Keep accurate records of transactions.
5. 05Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
6. 06Explain stock market terms or trading practices to clients.
7. 07Discuss financial options with clients and keep them informed about transactions.
8. 08Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
9. 09Offer advice on the purchase or sale of particular securities.
10. 10Relay buy or sell orders to securities exchanges or to firm trading departments.
11. 11Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
12. 12Calculate costs for billings or commissions.

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