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
Job growth
3%
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
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Work-life balance
null/100
Stress level
null/100
Satisfaction
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Related careers
- Financial Manager$166,570 median
- Actuary$130,000 median
- Personal Financial Advisor$105,070 median
- Financial Analyst$102,740 median
- Management Consultant$101,860 median
- Financial Examiner$94,160 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 (U.S. Bureau of Labor Statistics, May 2025). Actual pay varies with experience, location, and employer.
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?
The BLS projects about average demand for this role, about 3% over the decade, 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.
Planning to become a Financial Services Sales Agent?
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Take the major quizSalary and job-growth figures: U.S. Bureau of Labor Statistics and O*NET OnLine (median annual wages May 2025; employment projections 2024-2034). National figures; actual pay varies by location, employer, and experience.