According to people in this career, the main tasks are...
| Task | Importance |
|---|---|
| Make bids or offers to buy or sell securities. | 96% |
| Monitor markets or positions. | 95% |
| Agree on buying or selling prices at optimal levels for clients. | 93% |
| Keep accurate records of transactions. | 91% |
| Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers. | 90% |
| Complete sales order tickets and submit for processing of client-requested transactions. | 89% |
| Report all positions or trading results. | 89% |
| Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives. | 88% |
| Discuss financial options with clients and keep them informed about transactions. | 88% |
| Identify opportunities or develop channels for purchase or sale of securities or commodities. | 86% |
| Develop financial plans, based on analysis of clients' financial status. | 85% |
| Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations. | 85% |
| Supervise support staff and ensure proper execution of contracts. | 84% |
| Devise trading, option, or hedge strategies. | 84% |
| Determine customers' financial services needs and prepare proposals to sell services that address these needs. | 83% |
| Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes. | 82% |
| Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics. | 81% |
| Offer advice on the purchase or sale of particular securities. | 81% |
| Relay buy or sell orders to securities exchanges or to firm trading departments. | 79% |
| Contact prospective customers to present information and explain available services. | 78% |
| Explain stock market terms or trading practices to clients. | 77% |
| Calculate costs for billings or commissions. | 76% |
| Prepare financial reports to monitor client or corporate finances. | 76% |
| Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities. | 75% |
| Evaluate costs and revenue of agreements to determine continued profitability. | 73% |
| Sell services or equipment, such as trusts, investments, or check processing services. | 66% |
