Securities, Commodities, and Financial Services Sales Agents
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.
489,570 people do this job in the US. $78,660 a year.
of the working time. Estimate.
- 87%
- 13%
- 0%
Measured, from Anthropic's usage data (2025). Counts help on part of a task.
On the chosen pace and reliability. Estimate.
Share of the working time within reach, now to 2030
What each choice means: , , , , . Every pace starts from .
At this date and pace, models finish tasks up to 4.4 h long four times in five.
How far this has come
With GPT-4, measured in March 2023, 0% of this job's working time was within reach at . With Claude 3.7 Sonnet, measured in February 2025, 2%. With Claude Mythos Preview (early), measured in April 2026, 49%. Today's estimate: 59%.
A backcast: today's task data with the best model METR had measured by each date. It shows how fast the models have moved, not what anyone forecast at the time.
The tasks
Sorted by . 30 tasks from .
| Task | Kind | |||
|---|---|---|---|---|
| Identify opportunities or develop channels for purchase or sale of securities or commodities.Done hourly or more by most who do it. | 13% | 1.7 h25 min to 5 h | 51%Half by now | |
| Determine customers' financial services needs and prepare proposals to sell services that address these needs.Done several times a day by most who do it. | 12% | 2.5 h50 min to 6.7 h | 46%Half by Oct 2026 | |
| Develop financial plans, based on analysis of clients' financial status.Done more than monthly by most who do it. | 11% | 5 h1.7 h to 2.1 work days | 15%Half by Jun 2027 | |
| Devise trading, option, or hedge strategies.Done hourly or more by most who do it. AI observed on this task. | 11% | 1.7 h38 min to 4.2 h | 72%Half by now | |
| Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.Done daily by most who do it. AI observed on this task. | 8% | 1.3 h25 min to 3.3 h | 77%Half by now | |
| Monitor markets or positions.Done hourly or more by most who do it. AI observed on this task. | 7% | 25 min8 min to 1.3 h | 97%Half by now | |
| Agree on buying or selling prices at optimal levels for clients.Done hourly or more by most who do it. | 5% | 25 min8 min to 50 min | 100%Half by now | |
| Supervise support staff and ensure proper execution of contracts.Done hourly or more by most who do it. | 3% | 50 min25 min to 2.5 h | Stays with people | |
| Report all positions or trading results.Done daily by most who do it. | 3% | 25 min8 min to 1.3 h | 97%Half by now | |
| Prepare financial reports to monitor client or corporate finances.Done more than weekly by most who do it. AI observed on this task. | 2% | 1.7 h50 min to 5 h | 76%Half by now | |
| Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.Done more than weekly by most who do it. | 2% | 50 min25 min to 2.1 h | Stays with people | |
| Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.Done hourly or more by most who do it. AI observed on this task. | 2% | 17 min4 min to 50 min | 96%Half by now |
Within reach, per task: the share of the task's time whose instances are short enough for a model to finish at the chosen date, pace and reliability. Half by: the date half of that time comes within reach.
Jobs that share skills with this one
From O*NET's related occupations. Within reach now and by the end of 2028, long-run pace, four in five.
Where this job works
The industry groups that employ the most of it (BLS, May 2025).
- Credit Intermediation and Related Activities (5221 and 5223 only)257,110 people
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities173,040 people
- Nondepository Credit Intermediation24,160 people
- Management of Companies and Enterprises12,610 people
- Agencies, Brokerages, and Other Insurance Related Activities4,360 people
Where the most of these jobs are
The metro areas with the most people in it (BLS, May 2025).