These workers trade the securities to other dealers using a computerized trading system. Banks employ financial services sales representatives to sell banking and related services. They sell services to current clients and try to enroll new clients. They discuss services such as deposit accounts, cash management, and lines of credit. Branch managers and commercial loan officers do this work at most small and medium-sized banks.
Financial planners help individuals and businesses make and carry out financial plans.
Planners must know about tax and investment strategies, insurance, pension plans, and real estate. They interview clients to figure out their objectives as well as their income and expenses. They study all this information and make a plan that fits the clients' needs. Securities Salespeople is in the Business, Management, and Finance Career Cluster.