From Securities, Commodities, and Financial Services Sales Agents to …

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.

Typical skills in this occupation (O*NET)

Customer and Personal ServiceEconomics and AccountingEnglish LanguageActive ListeningCritical ThinkingMathematicsSales and MarketingJudgment and Decision Making

1. Financial and Investment Analysts

   Close match

   6 live listings on JOBUS in California

   • Acquisition and Cataloging Specialist · California State University · Seaside, CA
   • Financial Aid Analyst · California State University · Sacramento, CA
   • Senior Financial Aid Analyst · California State University · Sacramento, CA

   See jobs on JOBUS

2. Personal Financial Advisors

   Close match

   ✓ Skills commonly used in both roles

   Customer and Personal Service, Active Listening, Reading Comprehension, Economics and Accounting, Speaking, English Language

   ＋ Skills often needed to add

   WritingComplex Problem SolvingSocial PerceptivenessService OrientationMathematics

   1 live listing on JOBUS in California

   • Department Financial Coordinator · California State University · Los Angeles, CA

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3. Investment Fund Managers

   Close match

   ✓ Skills commonly used in both roles

   Economics and Accounting, English Language, Mathematics, Critical Thinking, Active Listening, Reading Comprehension

   ＋ Skills often needed to add

   Complex Problem SolvingWritingSystems AnalysisMathematics

   9 live listings on JOBUS in California

   • SUPERVISORY AUDITOR (INFORMATION TECHNOLOGY) · Environmental Protection Agency · New York, NY
   • Controller · California State University · Turlock, CA
   • Supervisory Auditor (FAO Supervisor) · Defense Contract Audit Agency · Folsom, CA

   See jobs on JOBUS

4. Brokerage Clerks

   Close match

   ✓ Skills commonly used in both roles

   English Language, Active Listening, Speaking, Customer and Personal Service, Reading Comprehension, Mathematics

   ＋ Skills often needed to add

   Time ManagementWritingAdministrativeMathematics

   1 live listing on JOBUS in California

   • 2026-27 AY Teaching Associate - Health and Human Services · California State University · Los Angeles, CA

   See jobs on JOBUS

5. Loan Officers

   Good match

   ✓ Skills commonly used in both roles

   Customer and Personal Service, Active Listening, Speaking, Judgment and Decision Making, Reading Comprehension, Economics and Accounting

   ＋ Skills often needed to add

   WritingLaw and GovernmentMathematicsComplex Problem SolvingSocial Perceptiveness

   5 live listings on JOBUS in California

   • Institutional Grant Coordinator/Financial Aid Advisor · California State University · Bakersfield, CA
   • FINANCIAL TECHNICIAN · Bureau of Naval Personnel · Millington, TN
   • Financial Aid Operations Coordinator (2 Positions) · California State University · San Jose, CA

   See jobs on JOBUS

Occupation data: O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. JOBUS modified the data for display.