How do they match: Securities, Commodities, and Financial Services Sales Agents

  • Investment Banker
  • Investment Consultant
  • Investment Officer
  • Investment Representative
  • Investments Advisor
  • Investments Manager
  • Investments Specialist
  • Relationship Banker
  • Relationship Manager
  • Branch Relationship Banker
  • Client Relationship Consultant
  • Services Investment Specialist

  • 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.

  • Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
  • Sell services or equipment, such as trusts, investments, or check processing services.

  • Develop professional relationships or networks.
  • Identify investment opportunities or strategies.
  • Share sales-related or market information with colleagues.