What software should a Securities, Commodities, and Financial Services Sales Agent list?

Software recorded for this occupation includes ADP/Vantra VOLTS, AIQ Systems TradingExpert Pro, AnalyzerXL, Aspen Graphics Technical Analysis Software, and Bloomberg Professional. Applicant tracking systems match on the exact product name, so write the tool as the posting writes it rather than describing it in general terms.

What other job titles cover Securities, Commodities, and Financial Services Sales Agent work?

O*NET records 40 titles for this occupation, including Broker, Equity Trader, Financial Advisor, and Financial Consultant. Searching only your own job title hides most of the openings you could apply to.

What qualifications does a Securities, Commodities, and Financial Services Sales Agent need?

In O*NET's survey of people doing this job, 55% reported their level of education as "Bachelor's Degree". That is what current postholders reported, not a requirement any single employer sets.

Will this resume pass an ATS for a Securities, Commodities, and Financial Services Sales Agent role?

No tool outside an employer can tell you how that employer's system is configured, including ours. What you can control is that the resume parses cleanly, names the work in the words the posting uses, and does not claim anything you cannot back up.

Securities, Commodities, and Financial Services Sales Agent resume example

A resume for a Securities, Commodities, and Financial Services Sales Agent needs to show the work itself: buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. Day to day that means work like this: make bids or offers to buy or sell securities; monitor markets or positions. Recruiters and applicant tracking systems both read for the tasks and tools this role actually involves, so the strongest resume names them in your own experience rather than describing the job in the abstract. Below are the tasks O*NET records for this occupation, the software and tools it uses, the titles it is advertised under, and the skills worth naming if they are genuinely yours.

Also advertised as

The same job is posted under many titles. Searching only your own job title hides most of the openings you could apply to.

Broker
Equity Trader
Financial Advisor
Financial Consultant
Commodities Broker
Investment Representative
Investments Advisor
Investments Specialist
Personal Banker
Trader
CFA
Forex Trader
Account Administrator
Account Manager
Account Specialist
Bank and Savings Securities Trader
Banker
Banker Associate

O*NET records 40 titles for this occupation in total.

What this work actually involves

Tasks recorded for this occupation, in O*NET's words. If your experience covers one of these, it belongs on your resume in your own words.

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.
Develop financial plans, based on analysis of clients' financial status.
Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.

30 tasks are recorded in total; these are the most central.

Example bullets for this role

Built from this occupation's own tasks. The brackets stay empty on purpose: we will not invent a number for you, and a fabricated metric is the fastest way to lose an interview you had already won.

Make bids or offers to buy or sell securities, for [who or what it served], at [what volume].
Monitor markets or positions, for [who or what it served], at [what volume].
Agree on buying or selling prices at optimal levels for clients, for [who or what it served], at [what volume].
Keep accurate records of transactions, for [who or what it served], at [what volume].

Software used in this role

Recorded for this occupation by O*NET. An applicant tracking system matches the exact product name, so write the tool the way the posting writes it.

ADP/Vantra VOLTS
AIQ Systems TradingExpert Pro
AnalyzerXL
Aspen Graphics Technical Analysis Software
Bloomberg Professional
BondDesk Group Trader WorkStation
C++
CableSoft LiveWire Trader
Calypso Technology Calypso Asset Management
Charles River Development Charles River Investment Management System
Citi The Yield Book Calculator
CQG Integrated Client
CSI Complex Systems ClientTrade
Customer information control system CICS

73 software entries are recorded in total.

Tools and equipment

The physical equipment this occupation is recorded as using. Worth naming when a posting asks for it by name.

10-key calculators
Computer data input scanners
Desktop computers
Laptop computers
Laser facsimile machines
Mobile computing devices
Multi-line telephone systems
Notebook computers
Personal computers
Photocopying equipment
Tablet computers

What this job rates as most important

O*NET rates every skill for importance to this occupation. These are the highest rated, in order.

01Active Listening
02Critical Thinking
03Judgment and Decision Making
04Monitoring
05Active Learning
06Persuasion
07Reading Comprehension
08Speaking
09Complex Problem Solving
10Social Perceptiveness

Knowledge areas

The subject knowledge this occupation draws on, rated by importance.

Customer and Personal Service
Economics and Accounting
English Language
Mathematics
Sales and Marketing
Computers and Electronics
Administration and Management
Law and Government

What qualifications people in this job have

From O*NET's survey of people doing this work. This is what postholders reported, not a requirement any single employer sets.

55%Bachelor's Degree
27%High School Diploma, or the equivalent
6%Post-Baccalaureate Certificate, awarded for completion of an organized program of study; designed for people who have completed a Baccalaureate degree but do not meet the requirements of academic degrees carrying the title of Master.

What level this role is pitched at

O*NET places this occupation in “Considerable Preparation Needed”. Most of these occupations require a four-year bachelor's degree, but some do not.

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.

Common questions

What does a Securities, Commodities, and Financial Services Sales Agent do?: Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. Day to day that includes work like make bids or offers to buy or sell securities and Monitor markets or positions.
What skills should a Securities, Commodities, and Financial Services Sales Agent put on a resume?: O*NET rates Active Listening, Critical Thinking, Judgment and Decision Making, Monitoring, and Active Learning among the most important skills for this occupation. Name the ones that are genuinely yours and show where you used them. A resume that lists skills you do not have is weaker than one that lists fewer.
What software should a Securities, Commodities, and Financial Services Sales Agent list?: Software recorded for this occupation includes ADP/Vantra VOLTS, AIQ Systems TradingExpert Pro, AnalyzerXL, Aspen Graphics Technical Analysis Software, and Bloomberg Professional. Applicant tracking systems match on the exact product name, so write the tool as the posting writes it rather than describing it in general terms.
What other job titles cover Securities, Commodities, and Financial Services Sales Agent work?: O*NET records 40 titles for this occupation, including Broker, Equity Trader, Financial Advisor, and Financial Consultant. Searching only your own job title hides most of the openings you could apply to.
What qualifications does a Securities, Commodities, and Financial Services Sales Agent need?: In O*NET's survey of people doing this job, 55% reported their level of education as "Bachelor's Degree". That is what current postholders reported, not a requirement any single employer sets.
Will this resume pass an ATS for a Securities, Commodities, and Financial Services Sales Agent role?: No tool outside an employer can tell you how that employer's system is configured, including ours. What you can control is that the resume parses cleanly, names the work in the words the posting uses, and does not claim anything you cannot back up.

Related roles

Occupations O*NET records as closest to this one, and worth looking at if this search is not moving.

What this page cannot tell you

No tool outside an employer can tell you how that employer’s ATS is configured, including ours.
This page makes no claim about pay, demand or how many people hold this job. O*NET does not publish that here and we will not estimate it.
Keyword overlap is one input to a resume’s score, not a verdict on you. A resume that names skills you do not have is worse than one that names fewer.

If this is the job you are aiming at, the guide to tailoring a resume covers how to aim one posting properly, and building and exporting a resume here is free.

Occupation data from the O*NET 29.1 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under CC BY 4.0. O*NET is a trademark of USDOL/ETA. SpartanResume is not endorsed by USDOL/ETA.