Explore This Path

Perform duties related to the purchase, sale, or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.
Minimum Education
Career Prospects
Training Time
Job Openings
Median Earnings
$0
$25K
$50K
$75K
$100K
$125K
$150K
$175K
$200K
$225K
$250K
YOU Like 💕
You are skilled in 💫
You value 🙏

Explore career pathways, key skills, and what each role has to offer.
Learn about the education and training paths that can lead to this career — and what to expect from each one.





Find local programs, apprenticeships, or degrees to start your path.
Location
Enter your location to see training near you
Manage financial records by computing, classifying, and recording numerical data.
Interview applicants and verify details to facilitate loan approvals.
Assist customers with inquiries, orders, and complaints to ensure satisfaction.
Connect clients with services, resolving issues and providing tailored solutions.
Assist customers in opening accounts and manage related documentation efficiently.
Guide clients in buying and selling securities for optimal financial outcomes.
altPath® is a product of non-profit Areté Rising®, an initiative from the Leonetti/O'Connell Family Foundation.
EIN: 20-3889415