[Core] [82% incumbents] Keep accurate records of transactions.
  DWAs: Maintain records of sales or other business transactions.

[Core] [82% incumbents] Complete sales order tickets and submit for processing of client-requested transactions.
  DWAs: Prepare sales or other contracts. | Process sales or other transactions.

[Core] [82% incumbents] Develop financial plans, based on analysis of clients' financial status.
  DWAs: Customize financial products or services to meet customer needs.

[Core] [82% incumbents] Prepare financial reports to monitor client or corporate finances.
  DWAs: Prepare financial documents, reports, or budgets.

[Core] [82% incumbents] Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
  DWAs: Estimate costs or terms of sales. | Explain financial information to customers.

[Core] [81% incumbents] Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
  DWAs: Gather customer or product information to determine customer needs.

[Core] [81% incumbents] Discuss financial options with clients and keep them informed about transactions.
  DWAs: Explain financial information to customers.

[Core] [81% incumbents] Offer advice on the purchase or sale of particular securities.
  DWAs: Explain financial information to customers.

[Core] [81% incumbents] Explain stock market terms or trading practices to clients.
  DWAs: Explain financial information to customers.

[Supplemental] [81% incumbents] Relay buy or sell orders to securities exchanges or to firm trading departments.
  DWAs: Coordinate activities with suppliers, contractors, clients, or other departments.

[Core] [80% incumbents] Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
  DWAs: Review accuracy of sales or other transactions.

[Core] [80% incumbents] Calculate costs for billings or commissions.
  DWAs: Calculate costs of goods or services.

[Core] [64% incumbents] Agree on buying or selling prices at optimal levels for clients.
  DWAs: Negotiate prices or other sales terms.

[Core] [64% incumbents] Report all positions or trading results.
  DWAs: Prepare financial documents, reports, or budgets.

[Core] [64% incumbents] Identify opportunities or develop channels for purchase or sale of securities or commodities.
  DWAs: Identify investment opportunities or strategies. | Develop professional relationships or networks.

[Core] [63% incumbents] Make bids or offers to buy or sell securities.
  DWAs: Negotiate prices or other sales terms.

[Core] [63% incumbents] Monitor markets or positions.
  DWAs: Monitor market conditions or trends.

[Core] [63% incumbents] Devise trading, option, or hedge strategies.
  DWAs: Identify investment opportunities or strategies.

[Core] [63% incumbents] Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
  DWAs: Monitor market conditions or trends. | Analyze market conditions or trends.

[Supplemental] [63% incumbents] Supervise support staff and ensure proper execution of contracts.
  DWAs: Monitor sales activities. | Supervise sales or support personnel.

[Core] [62% incumbents] Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
  DWAs: Sell products or services.

[Core] [62% incumbents] Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
  DWAs: Share sales-related or market information with colleagues.

[Core] [45% incumbents] Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  DWAs: Gather customer or product information to determine customer needs. | Develop proposals for current or prospective customers.

[Core] [45% incumbents] Contact prospective customers to present information and explain available services.
  DWAs: Explain technical product or service information to customers. | Contact current or potential customers to promote products or services.

[Supplemental] [45% incumbents] Evaluate costs and revenue of agreements to determine continued profitability.
  DWAs: Analyze business or financial data.

[Supplemental] [45% incumbents] Sell services or equipment, such as trusts, investments, or check processing services.
  DWAs: Sell products or services.

[None] Negotiate prices or contracts for securities or commodities sales or purchases.
  DWAs: Negotiate purchases or contracts. | Negotiate prices or other sales terms.

[None] Prepare and send requests for price quotations to all companies in a particular market.
  DWAs: Gather information in order to provide services to clients.

[None] Price securities or commodities based on market conditions.
  DWAs: Estimate costs or terms of sales.

[None] Purchase or sell financial derivatives for customers.
  DWAs: Sell products or services. | Purchase products or services.

--- SKILLS ---
  Active Listening (imp:3.75 lvl:3.88) — Giving full attention to what other people are saying, taking time to understand
  Critical Thinking (imp:3.75 lvl:3.75) — Using logic and reasoning to identify the strengths and weaknesses of alternativ
  Monitoring (imp:3.62 lvl:3.75) — Monitoring/Assessing performance of yourself, other individuals, or organization
  Reading Comprehension (imp:3.50 lvl:3.75) — Understanding written sentences and paragraphs in work-related documents.
  Speaking (imp:3.50 lvl:3.75) — Talking to others to convey information effectively.
  Active Learning (imp:3.50 lvl:3.75) — Understanding the implications of new information for both current and future pr
  Writing (imp:3.38 lvl:3.50) — Communicating effectively in writing as appropriate for the needs of the audienc
  Mathematics (imp:3.12 lvl:3.25) — Using mathematics to solve problems.
  Learning Strategies (imp:2.62 lvl:2.88) — Selecting and using training/instructional methods and procedures appropriate fo
  Science (imp:1.25 lvl:0.38) — Using scientific rules and methods to solve problems.

--- KNOWLEDGE ---
  Customer and Personal Service (imp:4.32 lvl:4.87) — Knowledge of principles and processes for providing customer and personal servic
  Economics and Accounting (imp:3.93 lvl:4.24) — Knowledge of economic and accounting principles and practices, the financial mar
  English Language (imp:3.82 lvl:3.92) — Knowledge of the structure and content of the English language including the mea
  Mathematics (imp:3.73 lvl:4.25) — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their appl
  Sales and Marketing (imp:3.71 lvl:4.40) — Knowledge of principles and methods for showing, promoting, and selling products
  Computers and Electronics (imp:3.50 lvl:4.16) — Knowledge of circuit boards, processors, chips, electronic equipment, and comput
  Administration and Management (imp:3.42 lvl:3.88) — Knowledge of business and management principles involved in strategic planning, 
  Law and Government (imp:3.11 lvl:3.12) — Knowledge of laws, legal codes, court procedures, precedents, government regulat
  Administrative (imp:3.00 lvl:3.66) — Knowledge of administrative and office procedures and systems such as word proce
  Communications and Media (imp:2.68 lvl:2.66) — Knowledge of media production, communication, and dissemination techniques and m
  Education and Training (imp:2.65 lvl:3.11) — Knowledge of principles and methods for curriculum and training design, teaching
  Personnel and Human Resources (imp:2.63 lvl:2.78) — Knowledge of principles and procedures for personnel recruitment, selection, tra
  Psychology (imp:2.59 lvl:2.51) — Knowledge of human behavior and performance; individual differences in ability, 
  Telecommunications (imp:2.35 lvl:1.35) — Knowledge of transmission, broadcasting, switching, control, and operation of te
  Transportation (imp:2.04 lvl:1.56) — Knowledge of principles and methods for moving people or goods by air, rail, sea
  Production and Processing (imp:2.03 lvl:1.68) — Knowledge of raw materials, production processes, quality control, costs, and ot
  Public Safety and Security (imp:1.87 lvl:1.28) — Knowledge of relevant equipment, policies, procedures, and strategies to promote
  Sociology and Anthropology (imp:1.83 lvl:1.62) — Knowledge of group behavior and dynamics, societal trends and influences, human 
  Geography (imp:1.76 lvl:1.64) — Knowledge of principles and methods for describing the features of land, sea, an
  Engineering and Technology (imp:1.75 lvl:1.08) — Knowledge of the practical application of engineering science and technology. Th
  History and Archeology (imp:1.70 lvl:1.42) — Knowledge of historical events and their causes, indicators, and effects on civi
  Philosophy and Theology (imp:1.67 lvl:1.45) — Knowledge of different philosophical systems and religions. This includes their 
  Therapy and Counseling (imp:1.55 lvl:1.08) — Knowledge of principles, methods, and procedures for diagnosis, treatment, and r
  Foreign Language (imp:1.54 lvl:0.79) — Knowledge of the structure and content of a foreign (non-English) language inclu
  Building and Construction (imp:1.47 lvl:0.75) — Knowledge of materials, methods, and the tools involved in the construction or r
  Food Production (imp:1.40 lvl:0.65) — Knowledge of techniques and equipment for planting, growing, and harvesting food
  Mechanical (imp:1.36 lvl:0.65) — Knowledge of machines and tools, including their designs, uses, repair, and main
  Design (imp:1.34 lvl:0.71) — Knowledge of design techniques, tools, and principles involved in production of 
  Biology (imp:1.30 lvl:0.43) — Knowledge of plant and animal organisms, their tissues, cells, functions, interd
  Chemistry (imp:1.20 lvl:0.39) — Knowledge of the chemical composition, structure, and properties of substances a
  Medicine and Dentistry (imp:1.19) — Knowledge of the information and techniques needed to diagnose and treat human i
  Fine Arts (imp:1.19) — Knowledge of the theory and techniques required to compose, produce, and perform
  Physics (imp:1.14) — Knowledge and prediction of physical principles, laws, their interrelationships,

--- ABILITIES ---
  Oral Comprehension (imp:4.12 lvl:3.88) — The ability to listen to and understand information and ideas presented through 
  Oral Expression (imp:3.88 lvl:4.12) — The ability to communicate information and ideas in speaking so others will unde
  Deductive Reasoning (imp:3.75 lvl:4.25) — The ability to apply general rules to specific problems to produce answers that 
  Written Comprehension (imp:3.62 lvl:4.12) — The ability to read and understand information and ideas presented in writing.
  Speech Clarity (imp:3.62 lvl:3.50) — The ability to speak clearly so others can understand you.
  Written Expression (imp:3.50 lvl:3.62) — The ability to communicate information and ideas in writing so others will under
  Problem Sensitivity (imp:3.50 lvl:3.75) — The ability to tell when something is wrong or is likely to go wrong. It does no
  Speech Recognition (imp:3.50 lvl:4.00) — The ability to identify and understand the speech of another person.
  Inductive Reasoning (imp:3.38 lvl:3.50) — The ability to combine pieces of information to form general rules or conclusion
  Information Ordering (imp:3.38 lvl:3.38) — The ability to arrange things or actions in a certain order or pattern according
  Near Vision (imp:3.38 lvl:3.62) — The ability to see details at close range (within a few feet of the observer).
  Fluency of Ideas (imp:3.25 lvl:3.75) — The ability to come up with a number of ideas about a topic (the number of ideas
  Category Flexibility (imp:3.25 lvl:3.25) — The ability to generate or use different sets of rules for combining or grouping
  Mathematical Reasoning (imp:3.25 lvl:3.38) — The ability to choose the right mathematical methods or formulas to solve a prob
  Number Facility (imp:3.12 lvl:3.62) — The ability to add, subtract, multiply, or divide quickly and correctly.
  Originality (imp:3.00 lvl:3.00) — The ability to come up with unusual or clever ideas about a given topic or situa
  Flexibility of Closure (imp:2.88 lvl:3.12) — The ability to identify or detect a known pattern (a figure, object, word, or so
  Selective Attention (imp:2.88 lvl:2.62) — The ability to concentrate on a task over a period of time without being distrac
  Speed of Closure (imp:2.75 lvl:3.38) — The ability to quickly make sense of, combine, and organize information into mea
  Perceptual Speed (imp:2.75 lvl:3.12) — The ability to quickly and accurately compare similarities and differences among
  Memorization (imp:2.50 lvl:2.75) — The ability to remember information such as words, numbers, pictures, and proced
  Far Vision (imp:2.50 lvl:2.62) — The ability to see details at a distance.
  Time Sharing (imp:2.38 lvl:2.75) — The ability to shift back and forth between two or more activities or sources of
  Auditory Attention (imp:2.25 lvl:2.00) — The ability to focus on a single source of sound in the presence of other distra
  Visualization (imp:2.00 lvl:2.25) — The ability to imagine how something will look after it is moved around or when 
  Hearing Sensitivity (imp:2.00 lvl:1.50) — The ability to detect or tell the differences between sounds that vary in pitch 
  Wrist-Finger Speed (imp:1.88) — The ability to make fast, simple, repeated movements of the fingers, hands, and 
  Trunk Strength (imp:1.88 lvl:1.62) — The ability to use your abdominal and lower back muscles to support part of the 
  Visual Color Discrimination (imp:1.62 lvl:1.12) — The ability to match or detect differences between colors, including shades of c
  Spatial Orientation (imp:1.38 lvl:0.50) — The ability to know your location in relation to the environment or to know wher
  Depth Perception (imp:1.25 lvl:0.38) — The ability to judge which of several objects is closer or farther away from you
  Arm-Hand Steadiness (imp:1.12 lvl:0.12) — The ability to keep your hand and arm steady while moving your arm or while hold
  Manual Dexterity (imp:1.12 lvl:0.12) — The ability to quickly move your hand, your hand together with your arm, or your
  Control Precision (imp:1.12 lvl:0.12) — The ability to quickly and repeatedly adjust the controls of a machine or a vehi
  Multilimb Coordination (imp:1.12 lvl:0.12) — The ability to coordinate two or more limbs (for example, two arms, two legs, or
  Response Orientation (imp:1.12 lvl:0.12) — The ability to choose quickly between two or more movements in response to two o
  Reaction Time (imp:1.12 lvl:0.25) — The ability to quickly respond (with the hand, finger, or foot) to a signal (sou
  Extent Flexibility (imp:1.12 lvl:0.12) — The ability to bend, stretch, twist, or reach with your body, arms, and/or legs.
  Night Vision (imp:1.12 lvl:0.12) — The ability to see under low-light conditions.
  Peripheral Vision (imp:1.12 lvl:0.12) — The ability to see objects or movement of objects to one's side when the eyes ar
  Glare Sensitivity (imp:1.12 lvl:0.12) — The ability to see objects in the presence of a glare or bright lighting.
  Sound Localization (imp:1.12 lvl:0.12) — The ability to tell the direction from which a sound originated.
  Finger Dexterity (imp:1.00) — The ability to make precisely coordinated movements of the fingers of one or bot
  Rate Control (imp:1.00) — The ability to time your movements or the movement of a piece of equipment in an
  Speed of Limb Movement (imp:1.00) — The ability to quickly move the arms and legs.
  Static Strength (imp:1.00) — The ability to exert maximum muscle force to lift, push, pull, or carry objects.
  Explosive Strength (imp:1.00) — The ability to use short bursts of muscle force to propel oneself (as in jumping
  Dynamic Strength (imp:1.00) — The ability to exert muscle force repeatedly or continuously over time. This inv
  Stamina (imp:1.00) — The ability to exert yourself physically over long periods of time without getti
  Dynamic Flexibility (imp:1.00) — The ability to quickly and repeatedly bend, stretch, twist, or reach out with yo
  Gross Body Coordination (imp:1.00) — The ability to coordinate the movement of your arms, legs, and torso together wh
  Gross Body Equilibrium (imp:1.00) — The ability to keep or regain your body balance or stay upright when in an unsta

--- WORK ACTIVITIES ---
  Working with Computers (imp:4.42 lvl:3.72) — Using computers and computer systems (including hardware and software) to progra
  Getting Information (imp:4.27 lvl:4.40) — Observing, receiving, and otherwise obtaining information from all relevant sour
  Establishing and Maintaining Interpersonal Relationships (imp:4.23 lvl:5.01) — Developing constructive and cooperative working relationships with others, and m
  Processing Information (imp:4.08 lvl:4.49) — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying
  Making Decisions and Solving Problems (imp:4.08 lvl:4.42) — Analyzing information and evaluating results to choose the best solution and sol
  Updating and Using Relevant Knowledge (imp:4.01 lvl:4.86) — Keeping up-to-date technically and applying new knowledge to your job.
  Communicating with People Outside the Organization (imp:3.98 lvl:4.33) — Communicating with people outside the organization, representing the organizatio
  Evaluating Information to Determine Compliance with Standards (imp:3.96 lvl:4.28) — Using relevant information and individual judgment to determine whether events o
  Analyzing Data or Information (imp:3.90 lvl:4.53) — Identifying the underlying principles, reasons, or facts of information by break
  Organizing, Planning, and Prioritizing Work (imp:3.88 lvl:4.82) — Developing specific goals and plans to prioritize, organize, and accomplish your
  Communicating with Supervisors, Peers, or Subordinates (imp:3.85 lvl:4.39) — Providing information to supervisors, co-workers, and subordinates by telephone,
  Interpreting the Meaning of Information for Others (imp:3.75 lvl:3.61) — Translating or explaining what information means and how it can be used.
  Selling or Influencing Others (imp:3.73 lvl:4.35) — Convincing others to buy merchandise/goods or to otherwise change their minds or
  Identifying Objects, Actions, and Events (imp:3.70 lvl:4.05) — Identifying information by categorizing, estimating, recognizing differences or 
  Documenting/Recording Information (imp:3.63 lvl:3.57) — Entering, transcribing, recording, storing, or maintaining information in writte
  Performing for or Working Directly with the Public (imp:3.49 lvl:3.57) — Performing for people or dealing directly with the public. This includes serving
  Judging the Qualities of Objects, Services, or People (imp:3.40 lvl:4.08) — Assessing the value, importance, or quality of things or people.
  Resolving Conflicts and Negotiating with Others (imp:3.29 lvl:3.97) — Handling complaints, settling disputes, and resolving grievances and conflicts, 
  Monitoring Processes, Materials, or Surroundings (imp:3.19 lvl:3.50) — Monitoring and reviewing information from materials, events, or the environment,
  Thinking Creatively (imp:3.17 lvl:3.54) — Developing, designing, or creating new applications, ideas, relationships, syste
  Developing Objectives and Strategies (imp:3.08 lvl:3.55) — Establishing long-range objectives and specifying the strategies and actions to 
  Performing Administrative Activities (imp:3.08 lvl:3.53) — Performing day-to-day administrative tasks such as maintaining information files
  Scheduling Work and Activities (imp:2.99 lvl:3.28) — Scheduling events, programs, and activities, as well as the work of others.
  Providing Consultation and Advice to Others (imp:2.95 lvl:3.44) — Providing guidance and expert advice to management or other groups on technical,
  Estimating the Quantifiable Characteristics of Products, Events, or Information (imp:2.91 lvl:2.69) — Estimating sizes, distances, and quantities; or determining time, costs, resourc
  Coordinating the Work and Activities of Others (imp:2.76 lvl:3.13) — Getting members of a group to work together to accomplish tasks.
  Developing and Building Teams (imp:2.74 lvl:2.51) — Encouraging and building mutual trust, respect, and cooperation among team membe
  Coaching and Developing Others (imp:2.66 lvl:3.13) — Identifying the developmental needs of others and coaching, mentoring, or otherw
  Training and Teaching Others (imp:2.59 lvl:2.85) — Identifying the educational needs of others, developing formal educational or tr
  Guiding, Directing, and Motivating Subordinates (imp:2.56 lvl:2.64) — Providing guidance and direction to subordinates, including setting performance 
  Monitoring and Controlling Resources (imp:2.47 lvl:2.34) — Monitoring and controlling resources and overseeing the spending of money.
  Assisting and Caring for Others (imp:2.03 lvl:1.75) — Providing personal assistance, medical attention, emotional support, or other pe
  Staffing Organizational Units (imp:1.69 lvl:1.42) — Recruiting, interviewing, selecting, hiring, and promoting employees in an organ
  Performing General Physical Activities (imp:1.62 lvl:0.86) — Performing general physical activities includes doing activities that require co
  Inspecting Equipment, Structures, or Materials (imp:1.58 lvl:1.08) — Inspecting equipment, structures, or materials to identify the cause of errors o
  Controlling Machines and Processes (imp:1.53 lvl:0.95) — Using either control mechanisms or direct physical activity to operate machines 
  Operating Vehicles, Mechanized Devices, or Equipment (imp:1.51 lvl:0.68) — Running, maneuvering, navigating, or driving vehicles or mechanized equipment, s
  Handling and Moving Objects (imp:1.26 lvl:0.55) — Using hands and arms in handling, installing, positioning, and moving materials,
  Repairing and Maintaining Electronic Equipment (imp:1.24 lvl:0.47) — Servicing, repairing, calibrating, regulating, fine-tuning, or testing machines,
  Repairing and Maintaining Mechanical Equipment (imp:1.19 lvl:0.42) — Servicing, repairing, adjusting, and testing machines, devices, moving parts, an
  Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment (imp:1.11 lvl:0.28) — Providing documentation, detailed instructions, drawings, or specifications to t

--- WORK STYLES ---
  Attention to Detail (imp:10.00) — A tendency to be detail-oriented, organized, and thorough in completing work.
  Integrity (imp:9.00) — A tendency to be honest and ethical at work.
  Intellectual Curiosity (imp:8.00) — A tendency to seek out and acquire new work-related knowledge and obtain a deep 
  Achievement Orientation (imp:7.00) — A tendency to establish and maintain personally challenging work-related goals, 
  Social Orientation (imp:6.00) — A tendency to seek out, enjoy, and be energized by social interaction at work.
  Stress Tolerance (imp:5.00) — A tendency to cope and function effectively in stressful situations at work.
  Adaptability (imp:4.00) — A tendency to be open to and comfortable with change, new experiences, or ideas 
  Perseverance (imp:3.00) — A tendency to exhibit determination and resolve to perform or complete tasks in 
  Integrity (imp:2.89) — A tendency to be honest and ethical at work.
  Attention to Detail (imp:2.67) — A tendency to be detail-oriented, organized, and thorough in completing work.
  Dependability (imp:2.56) — A tendency to be reliable, responsible, and consistent in meeting work-related o
  Social Orientation (imp:2.47) — A tendency to seek out, enjoy, and be energized by social interaction at work.
  Stress Tolerance (imp:2.47) — A tendency to cope and function effectively in stressful situations at work.
  Self-Confidence (imp:2.44) — A tendency to believe in one's work-related capabilities and ability to control 
  Achievement Orientation (imp:2.38) — A tendency to establish and maintain personally challenging work-related goals, 
  Perseverance (imp:2.26) — A tendency to exhibit determination and resolve to perform or complete tasks in 
  Adaptability (imp:2.05) — A tendency to be open to and comfortable with change, new experiences, or ideas 
  Intellectual Curiosity (imp:2.04) — A tendency to seek out and acquire new work-related knowledge and obtain a deep 
  Initiative (imp:2.03) — A tendency to be proactive and take on extra responsibilities and tasks that may
  Self-Confidence (imp:2.00) — A tendency to believe in one's work-related capabilities and ability to control 
  Tolerance for Ambiguity (imp:1.99) — A tendency to be comfortable with ambiguity and uncertainty at work.
  Self-Control (imp:1.98) — A tendency to remain calm and composed and to manage emotions effectively in res
  Leadership Orientation (imp:1.53) — A tendency to lead, take charge, offer opinions, and provide direction at work.
  Optimism (imp:1.29) — A tendency to exhibit a positive attitude and positive emotions at work, even un
  Innovation (imp:1.25) — A tendency to be inventive, to be imaginative, and to adopt new perspectives on 
  Empathy (imp:1.07) — A tendency to show concern for others and be sensitive to others' needs and feel
  Cautiousness (imp:1.03) — A tendency to be careful, deliberate, and risk-avoidant when making work-related
  Initiative (imp:1.00) — A tendency to be proactive and take on extra responsibilities and tasks that may
  Cooperation (imp:0.87) — A tendency to be pleasant, helpful, and willing to assist others at work.
  Sincerity (imp:0.72) — A tendency to be genuine and sincere in interactions with others at work, withou
  Innovation () — A tendency to be inventive, to be imaginative, and to adopt new perspectives on 
  Tolerance for Ambiguity () — A tendency to be comfortable with ambiguity and uncertainty at work.
  Leadership Orientation () — A tendency to lead, take charge, offer opinions, and provide direction at work.
  Humility () — A tendency to be modest and humble when interacting with others at work.
  Sincerity () — A tendency to be genuine and sincere in interactions with others at work, withou
  Empathy () — A tendency to show concern for others and be sensitive to others' needs and feel
  Cooperation () — A tendency to be pleasant, helpful, and willing to assist others at work.
  Optimism () — A tendency to exhibit a positive attitude and positive emotions at work, even un
  Cautiousness () — A tendency to be careful, deliberate, and risk-avoidant when making work-related
  Dependability () — A tendency to be reliable, responsible, and consistent in meeting work-related o
  Self-Control () — A tendency to remain calm and composed and to manage emotions effectively in res
  Humility (imp:-0.80) — A tendency to be modest and humble when interacting with others at work.

--- TRANSFERABLE SKILLS ---
  Judgment and Decision Making (imp:3.62 lvl:3.50) — Considering the relative costs and benefits of potential actions to choose the m
  Persuasion (imp:3.50 lvl:3.62) — Persuading others to change their minds or behavior.
  Social Perceptiveness (imp:3.38 lvl:3.25) — Being aware of others' reactions and understanding why they react as they do.
  Complex Problem Solving (imp:3.38 lvl:3.50) — Identifying complex problems and reviewing related information to develop and ev
  Service Orientation (imp:3.25 lvl:3.62) — Actively looking for ways to help people.
  Systems Analysis (imp:3.25 lvl:3.38) — Determining how a system should work and how changes in conditions, operations, 
  Systems Evaluation (imp:3.12 lvl:3.62) — Identifying measures or indicators of system performance and the actions needed 
  Time Management (imp:3.12 lvl:2.88) — Managing one's own time and the time of others.
  Management of Financial Resources (imp:3.12 lvl:2.75) — Determining how money will be spent to get the work done, and accounting for the
  Negotiation (imp:3.00 lvl:3.25) — Bringing others together and trying to reconcile differences.
  Coordination (imp:2.88 lvl:3.12) — Adjusting actions in relation to others' actions.
  Instructing (imp:2.88 lvl:3.25) — Teaching others how to do something.
  Management of Personnel Resources (imp:2.75 lvl:2.62) — Motivating, developing, and directing people as they work, identifying the best 
  Operations Analysis (imp:2.00 lvl:1.62) — Analyzing needs and product requirements to create a design.
  Management of Material Resources (imp:2.00 lvl:1.38) — Obtaining and seeing to the appropriate use of equipment, facilities, and materi
  Programming (imp:1.88 lvl:1.50) — Writing computer programs for various purposes.
  Technology Design (imp:1.62 lvl:0.88) — Generating or adapting equipment and technology to serve user needs.
  Operations Monitoring (imp:1.62 lvl:0.88) — Watching gauges, dials, or other indicators to make sure a machine is working pr
  Quality Control Analysis (imp:1.38) — Conducting tests and inspections of products, services, or processes to evaluate
  Equipment Selection (imp:1.12 lvl:0.38) — Determining the kind of tools and equipment needed to do a job.
  Installation (imp:1.12 lvl:0.12) — Installing equipment, machines, wiring, or programs to meet specifications.
  Operation and Control (imp:1.12 lvl:0.12) — Controlling operations of equipment or systems.
  Equipment Maintenance (imp:1.12 lvl:0.12) — Performing routine maintenance on equipment and determining when and what kind o
  Troubleshooting (imp:1.12 lvl:0.12) — Determining causes of operating errors and deciding what to do about it.
  Repairing (imp:1.00) — Repairing machines or systems using the needed tools.

--- NATIONAL WAGES ---
  total_employment : 489,570
  annual_median    : $78,660
  annual_pct10     : $48,040
  annual_pct25     : $56,540
  annual_pct75     : $129,950
  annual_pct90     : $212,880
  annual_mean      : $109,150
  hourly_median    : $37.82

--- GEOGRAPHIC DISPERSION ---
  highest_state    : New York ($168,340)
  lowest_state     : Virgin Islands ($35,160)
  dispersion_ratio : 4.788x

--- TOP STATES BY WAGE (50 total) ---
  Finance and Insurance                    emp:  462,790  median: $  78,160
  Management of Companies and Enterprises  emp:   12,610  median: $  98,660
  Professional, Scientific, and Technical Services emp:    4,870  median: $ 108,180
  Retail Trade                             emp:    2,100  median: $  82,970
  Wholesale Trade                          emp:    1,260  median: $  75,090
  Information                              emp:      590  median: $       0
  Real Estate and Rental and Leasing       emp:      460  median: $  87,500
  Utilities                                emp:      330  median: $ 135,400
  Other Services (except Public Administration) emp:      200  median: $  85,390
  Mining, Quarrying, and Oil and Gas Extraction emp:      160  median: $ 178,190

--- TOP INDUSTRIES BY EMPLOYMENT (12 total) ---
  Finance and Insurance                    emp:  462,790  median: $  78,160
  Management of Companies and Enterprises  emp:   12,610  median: $  98,660
  Professional, Scientific, and Technical Services emp:    4,870  median: $ 108,180
  Retail Trade                             emp:    2,100  median: $  82,970
  Wholesale Trade                          emp:    1,260  median: $  75,090
  Information                              emp:      590  median: $       0
  Real Estate and Rental and Leasing       emp:      460  median: $  87,500
  Utilities                                emp:      330  median: $ 135,400
  Other Services (except Public Administration) emp:      200  median: $  85,390
  Mining, Quarrying, and Oil and Gas Extraction emp:      160  median: $ 178,190

exact_match_status : no_exact_match
matched_title      : N/A
match_score        : 0.0000
wikidata_qid       : N/A
word_count         : 0
wikipedia_url      : N/A
license            : CC BY-SA 4.0
fetched_at         : 2026-06-02T22:18:29.876403Z

--- SEMANTIC NEIGHBORS (5) ---

  Title: List of securities examinations (similarity: 0.3736)
  URL: https://en.wikipedia.org/wiki/List_of_securities_examinations
  QID: Q6638098
  Extract: 
The following is a list of securities examinations and the organizations that offer them.

  Title: List of investment banks (similarity: 0.2143)
  URL: https://en.wikipedia.org/wiki/List_of_investment_banks
  QID: Q6624380
  Extract: The following list catalogues the largest, most profitable, and otherwise notable investment banks. This list of investment banks notes full-service banks, financial conglomerates, independent investment banks, private placement firms and notable acquired, merged, or bankrupt investment banks. As an

  Title: Security (finance) (similarity: 0.3846)
  URL: https://en.wikipedia.org/wiki/Security_(finance)
  QID: Q169489
  Extract: A security is a tradable financial asset. The term commonly refers to any form of financial instrument, but its legal definition varies by jurisdiction. In some countries and languages people commonly use the term "security" to refer to any form of financial instrument, even though the underlying le

  Title: Birmingham, Alabama (similarity: 0.2278)
  URL: https://en.wikipedia.org/wiki/Birmingham%2C_Alabama
  QID: Q79867
  Extract: Birmingham is a city in the north central region of Alabama, United States. It is the third-most populous city in the state, with an estimated population of 196,357 as of 2024. The Birmingham metropolitan area, with over 1.19 million residents, is the largest metropolitan area in Alabama and 47th-mo

  Title: Financial Industry Regulatory Authority (similarity: 0.3232)
  URL: https://en.wikipedia.org/wiki/Financial_Industry_Regulatory_Authority
  QID: Q387071
  Extract: The Financial Industry Regulatory Authority (FINRA) is a private American corporation that acts as a self-regulatory organization (SRO) that regulates member brokerage firms and exchange markets. FINRA is the successor to the National Association of Securities Dealers, Inc. (NASD) as well as to the 

model_pass1          : claude-sonnet-4-20250514
model_pass2          : claude-haiku-4-5-20251001
inference_confidence : high
confidence_notes     : Strong confidence based on comprehensive O*NET data with detailed work activities, skills, and knowledge requirements. Large employment base (489,570) provides robust wage and geographic data from BLS OEWS May 2025.
inferred_at          : 2026-06-03T21:54:17.086493+00:00
tokens_input         : 4,481
tokens_output        : 4,383
cost_usd             : $0.047581
wikipedia_used       : False
wikipedia_title      : None
wikipedia_note       : No exact Wikipedia match found, with best candidate being 'Security (finance)' covering tradable financial assets. The semantic neighbors focus on securities examinations and investment banking rather than sales agent roles specifically.

--- PROSE FIELDS ---

ROLE SUMMARY:
Securities, Commodities, and Financial Services Sales Agents facilitate trading of financial instruments and provide comprehensive financial services to individual and institutional clients. They execute buy and sell orders for securities and commodities while advising customers on investment opportunities, market conditions, and financial planning strategies. These professionals combine deep knowledge of financial markets with strong interpersonal skills to build client relationships and generate revenue through commissions and fees.

DAY IN THE LIFE:
A typical day involves monitoring market conditions and price movements while maintaining constant communication with clients about their portfolios. Agents complete sales order tickets and process transactions, ensuring accurate record-keeping of all client activities. They conduct client interviews to assess financial objectives, assets, and risk tolerance before developing customized financial plans. Much of their time is spent on computers analyzing market data, preparing financial reports, and using platforms to relay buy or sell orders to exchanges. Client relationship management requires explaining complex financial concepts, discussing investment options, and keeping clients informed about transaction status throughout the trading day.

WHO THRIVES:
Successful agents possess exceptional attention to detail and intellectual curiosity, as evidenced by the importance ratings of 10.0 and 8.0 respectively in key work styles. They excel at active listening and critical thinking, combining strong oral communication skills with deductive reasoning abilities to understand client needs and market dynamics. The RIASEC profile emphasizing Enterprising (6.08) and Conventional (5.27) traits indicates those who thrive are natural persuaders who enjoy structured environments and systematic approaches to problem-solving. High achievement orientation and social skills enable them to build lasting client relationships while maintaining the integrity essential for handling sensitive financial information.

CAREER ENTRY:
Most positions require a bachelor's degree (55.3% of practitioners), with substantial preparation needed as indicated by Job Zone 4 classification. Entry-level candidates typically need securities licensing through FINRA examinations, with many firms providing training programs for new hires. Strong mathematical aptitude and knowledge of economics and accounting are essential foundations, along with excellent communication skills for client interaction.

CAREER TRAJECTORY:
Experienced agents often advance to senior advisor roles, portfolio management positions, or branch management within financial services firms. The high-level knowledge requirements in customer service, economics, and sales position agents for progression into investment fund management, financial planning, or institutional sales roles. Some leverage their market expertise and client relationships to establish independent financial advisory practices or transition into investment banking roles.

MARKET INTELLIGENCE:
The occupation employs 489,570 workers nationally with a median annual wage of $78,660 according to BLS OEWS May 2025, though top earners can exceed $212,880. Geographic wage dispersion is substantial, with New York leading at $168,340 versus Virgin Islands at $35,160, reflecting the concentration of major financial markets. Employment is overwhelmingly concentrated in Finance and Insurance industries (462,790 positions), with strong demand in major financial centers where investment firms and trading operations are headquartered. The wide salary range ($48,040 to $212,880) reflects performance-based compensation structures common in financial services sales roles.

AUTOMATION OUTLOOK:
While routine transaction processing and record-keeping activities face automation pressure, the relationship-building and advisory aspects remain largely human-dependent. The emphasis on establishing and maintaining interpersonal relationships (importance 4.2, level 5.0) and the need for complex problem-solving in financial planning suggest moderate resilience to automation in core advisory functions.

--- REASONED EDGES ---
  [skill_overlap] Personal Financial Advisors (13-2052.00) — confidence:high
    reasoning: Both roles share identical high importance ratings for active listening (3.8) and critical thinking (3.8), plus overlapping knowledge in economics and accounting.
    data: Active Listening imp:3.8
    data: Critical Thinking imp:3.8
    data: Economics and Accounting knowledge
  [knowledge_overlap] Financial and Investment Analysts (13-2051.00) — confidence:high
    reasoning: Strong alignment in economics and accounting knowledge (imp:3.9) and mathematics knowledge (imp:3.7), both critical for financial analysis.
    data: Economics and Accounting imp:3.9
    data: Mathematics knowledge imp:3.7
    data: Financial analysis capabilities
  [riasec_cluster] Real Estate Brokers (41-9021.00) — confidence:medium
    reasoning: Both occupations show strong Enterprising orientation and require similar persuasion skills and client relationship management in sales environments.
    data: RIASEC E:6.08
    data: Persuasion skill imp:3.5
    data: Client relationship focus
  [task_similarity] Loan Officers (13-2072.00) — confidence:high
    reasoning: Both roles involve interviewing clients to determine financial status, assets, and objectives, plus explaining financial products to customers.
    data: Client financial assessment
    data: Customer service knowledge imp:4.3
    data: Financial consultation tasks
  [career_pathway] Investment Fund Managers (11-3031.03) — confidence:medium
    reasoning: Securities agents with experience in portfolio analysis and client relationship management often advance to fund management roles.
    data: Financial planning experience
    data: Investment knowledge
    data: Client portfolio management
  [job_zone] Brokerage Clerks (43-4011.00) — confidence:medium
    reasoning: Both work in securities trading environments with overlapping transaction processing and record-keeping responsibilities.
    data: Securities transaction processing
    data: Record keeping tasks
    data: Financial services industry
  [transferable_skill] Financial Risk Specialists (13-2054.00) — confidence:medium
    reasoning: Complex problem solving (imp:3.4) and critical thinking skills transfer directly to risk assessment and financial analysis roles.
    data: Complex Problem Solving imp:3.4
    data: Critical Thinking imp:3.8
    data: Financial analysis capabilities

--- NORMALIZER SIGNALS ---
  match_keywords   : ['securities sales', 'commodities broker', 'financial services sales', 'investment advisor', 'stockbroker', 'securities agent', 'financial consultant', 'investment representative']
  exclude_keywords : ['insurance agent', 'real estate', 'retail sales', 'bank teller', 'customer service']
  title_patterns   : ['Securities Agent', 'Commodities Broker', 'Financial Services Representative', 'Investment Sales', 'Securities Sales']
  common_variations: ['stockbroker', 'securities broker', 'investment consultant', 'financial advisor', 'commodities trader', 'securities representative', 'financial sales agent', 'investment sales agent']

total_terms    : 40
top_words      : ['financial', 'tendency', 'others', 'equipment', 'sales', 'services', 'principles', 'securities', 'market', 'customers', 'activities', 'needs', 'investment', 'includes', 'clients', 'control', 'objects', 'sell', 'products', 'management']
source_layers  : onet_tasks | onet_dimensions | dwas | wikipedia | inference

TERM                    COUNT     FREQ  DOMINANT SOURCE      SOURCE BREAKDOWN
──────────────────────────────────────────────────────────────────────────────────────────
financial                  43  0.01498  inference            inference:42%  onet_tasks:19%  dwas:19%
tendency                   42  0.01463  onet_dimensions      onet_dimensions:100%
others                     38  0.01324  onet_dimensions      onet_dimensions:100%
equipment                  24  0.00836  onet_dimensions      onet_dimensions:96%  onet_tasks:4%
sales                      23  0.00801  dwas                 dwas:52%  inference:26%  onet_dimensions:13%
services                   23  0.00801  dwas                 dwas:35%  onet_dimensions:26%  onet_tasks:22%
principles                 16  0.00558  onet_dimensions      onet_dimensions:100%
securities                 15  0.00523  onet_tasks           onet_tasks:60%  inference:27%  wikipedia:13%
market                     15  0.00523  inference            inference:33%  onet_tasks:27%  dwas:27%
customers                  15  0.00523  dwas                 dwas:47%  onet_tasks:27%  onet_dimensions:20%
activities                 14  0.00488  onet_dimensions      onet_dimensions:64%  dwas:14%  inference:14%
needs                      14  0.00488  onet_dimensions      onet_dimensions:57%  dwas:21%  onet_tasks:14%
investment                 13  0.00453  inference            inference:46%  wikipedia:31%  dwas:15%
includes                   13  0.00453  onet_dimensions      onet_dimensions:92%  wikipedia:8%
clients                    12  0.00418  onet_tasks           onet_tasks:50%  inference:25%  dwas:17%
control                    12  0.00418  onet_dimensions      onet_dimensions:100%
objects                    12  0.00418  onet_dimensions      onet_dimensions:100%
sell                       11  0.00383  onet_tasks           onet_tasks:55%  dwas:27%  inference:18%
products                   11  0.00383  dwas                 dwas:55%  onet_dimensions:45%
management                 11  0.00383  onet_dimensions      onet_dimensions:64%  inference:36%
ideas                      11  0.00383  onet_dimensions      onet_dimensions:100%
client                     10  0.00348  inference            inference:80%  onet_tasks:20%
customer                   10  0.00348  dwas                 dwas:50%  onet_dimensions:40%  inference:10%
techniques                 10  0.00348  onet_dimensions      onet_dimensions:100%
materials                  10  0.00348  onet_dimensions      onet_dimensions:100%
body                       10  0.00348  onet_dimensions      onet_dimensions:100%
orientation                10  0.00348  onet_dimensions      onet_dimensions:90%  inference:10%
costs                       9  0.00314  onet_dimensions      onet_dimensions:44%  dwas:33%  onet_tasks:22%
problems                    9  0.00314  onet_dimensions      onet_dimensions:100%
monitoring                  9  0.00314  onet_dimensions      onet_dimensions:89%  inference:11%
problem                     9  0.00314  onet_dimensions      onet_dimensions:78%  inference:22%
resources                   9  0.00314  onet_dimensions      onet_dimensions:100%
quickly                     9  0.00314  onet_dimensions      onet_dimensions:100%
maintaining                 9  0.00314  onet_dimensions      onet_dimensions:67%  inference:33%
developing                  9  0.00314  onet_dimensions      onet_dimensions:89%  inference:11%
transactions                8  0.00279  onet_tasks           onet_tasks:50%  dwas:38%  inference:12%
strategies                  8  0.00279  onet_dimensions      onet_dimensions:50%  dwas:25%  onet_tasks:12%
understand                  8  0.00279  onet_dimensions      onet_dimensions:88%  inference:12%
performance                 8  0.00279  onet_dimensions      onet_dimensions:88%  inference:12%
procedures                  8  0.00279  onet_dimensions      onet_dimensions:100%