How to Become a Financial Services Sales Agent
Buy and sell securities and connect clients with investment products at brokerages and banks. It typically requires a bachelor's degree, with a median salary of $78,660 per year and about average projected job growth.
Median pay
$78,660/yr
Middle half
$56,540 to $129,950
Job growth
About average
Openings / yr
38,100
Majors that lead here
Key skills
- Securities Knowledge
- Client Advising
- Market Monitoring
- Sales
- Regulatory Compliance
Helpful certifications
- SIE + Series 7 and 63 (FINRA)
Is this career a fit?
Remote-friendly
12/100
Work-life balance
65/100
Stress level
57/100
Related careers
- Financial Manager$166,570 median
- Actuary$130,000 median
- Financial Risk Specialist$117,330 median
- Personal Financial Advisor$105,070 median
- Financial Analyst$102,740 median
- Management Consultant$101,860 median
Frequently asked questions
How much does a Financial Services Sales Agent make?
The median pay for a Financial Services Sales Agent is $78,660 a year, and the middle half of workers earn between $56,540 and $129,950 (U.S. Bureau of Labor Statistics, May 2025). That covers everyone in the job, not only people starting out, so newer workers sit toward the lower end.
What degree do you need to become a Financial Services Sales Agent?
The usual entry point is a bachelor's degree. Common majors are Finance, Economics, and Business Administration.
Is Financial Services Sales Agent a growing field?
Projected job growth for this role from 2024 to 2034 is about average (BLS projections via O*NET), with roughly 38,100 U.S. openings a year.
What skills does a Financial Services Sales Agent use most?
Common skills for this role are Securities Knowledge, Client Advising, Market Monitoring, Sales, and Regulatory Compliance.
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Take the major quizWhere these pay figures come from
Career pay is the annual wage of everyone working in that occupation, not only recent graduates, so it includes people who have done the job for decades. The middle half is the 25th to the 75th percentile. U.S. Bureau of Labor Statistics and O*NET OnLine (median and percentile annual wages May 2025; employment projections 2024-2034).
All figures are national. What you earn depends on where you work, who you work for, and how far you take the degree.
Job-growth figures: U.S. Bureau of Labor Statistics and O*NET OnLine (median and percentile annual wages May 2025; employment projections 2024-2034).