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Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.
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Bachelor's degree
Moderate-term on-the-job training
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Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
Law and Government - Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
Administrative - Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
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Basic Skills- *Active Learning Understanding the implications of new information for both current and future problem-solving and decision-making.
- *Active Listening Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- *Critical Thinking Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
- *Learning Strategies Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
- *Mathematics Using mathematics to solve problems.
- *Monitoring Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
- *Reading Comprehension Understanding written sentences and paragraphs in work-related documents.
- Science Using scientific rules and methods to solve problems.
- *Speaking Talking to others to convey information effectively.
- *Writing Communicating effectively in writing as appropriate for the needs of the audience.
Social Skills- *Coordination Adjusting actions in relation to others' actions.
- *Instructing Teaching others how to do something.
- *Negotiation Bringing others together and trying to reconcile differences.
- *Persuasion Persuading others to change their minds or behavior.
- *Service Orientation Actively looking for ways to help people.
- *Social Perceptiveness Being aware of others' reactions and understanding why they react as they do.
Complex Problem Solving Skills- *Complex Problem Solving Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Technical Skills- Equipment Maintenance Performing routine maintenance on equipment and determining when and what kind of maintenance is needed.
- Equipment Selection Determining the kind of tools and equipment needed to do a job.
- Installation Installing equipment, machines, wiring, or programs to meet specifications.
- Operation and Control Controlling operations of equipment or systems.
- Operations Analysis Analyzing needs and product requirements to create a design.
- Operations Monitoring Watching gauges, dials, or other indicators to make sure a machine is working properly.
- Programming Writing computer programs for various purposes.
- Quality Control Analysis Conducting tests and inspections of products, services, or processes to evaluate quality or performance.
- Repairing Repairing machines or systems using the needed tools.
- Technology Design Generating or adapting equipment and technology to serve user needs.
- Troubleshooting Determining causes of operating errors and deciding what to do about it.
Systems Skills- *Judgment and Decision Making Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- *Systems Analysis Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
- *Systems Evaluation Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
Resource Management Skills- *Management of Financial Resources Determining how money will be spent to get the work done, and accounting for these expenditures.
- Management of Material Resources Obtaining and seeing to the appropriate use of equipment, facilities, and materials needed to do certain work.
- *Management of Personnel Resources Motivating, developing, and directing people as they work, identifying the best people for the job.
- *Time Management Managing one's own time and the time of others.
Desktop Computer SkillsSpreadsheetsUsing a computer application to enter, manipulate, and format text and numerical data; insert, delete, and manipulate cells, rows, and columns; and create and save worksheets, charts, and graphs.PresentationsUsing a computer application to create, manipulate, edit, and show virtual slide presentations.InternetNavigating the Internet to find information, including the ability to open and configure standard browsers; use searches, hypertext references, and transfer protocols; and send and retrieve electronic mail (e-mail).NavigationUsing scroll bars, a mouse, and dialog boxes to work within the computer's operating system. Being able to access and switch between applications and files of interest.Word ProcessingUsing a computer application to type text, insert pictures, format, edit, print, save, and retrieve word processing documents.GraphicsWorking with pictures in graphics programs or other applications, including creating simple graphics, manipulating the appearance, and inserting graphics into other programs.DatabasesUsing a computer application to manage large amounts of information, including creating and editing simple databases, inputting data, retrieving specific records, and creating reports to communicate the information.
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Body Positioning
Communication- Requires telephone conversations
- Requires use of electronic mail
- Requires writing letters and memos
- Requires face-to-face discussions with individuals or teams
- Requires contact with others (face-to-face, by telephone, or otherwise)
Competition- Requires competition or awareness of competitive pressures
Impact of Decisions- Requires making decisions that affect other people, the financial resources, and/or the image and reputation of the organization
- Opportunity to make decisions without supervision
- Requires making decisions that impact the results of co-workers, clients or the company
- Mistakes are not easily correctable and have serious consequences
Level of Challenge- Requires repeating the same physical activities or mental activities over and over
- Freedom to determine tasks, priorities, and goals
- Requires being exact or highly accurate
Pace and Scheduling- Requires meeting strict deadlines
Personal Interaction- Requires coordinating or leading others in accomplishing work activities
- Requires work with others in a group or team
- Requires work with external customers or the public
Responsibility for Others- Includes responsibility for work outcomes and results
Work Setting- Requires working indoors in environmentally controlled conditions
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- Explain stock market terms or trading practices to clients.
- Calculate costs for billings or commissions.
- Prepare financial reports to monitor client or corporate finances.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Keep accurate records of transactions.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Report all positions or trading results.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Discuss financial options with clients and keep them informed about transactions.
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Agree on buying or selling prices at optimal levels for clients.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Develop financial plans, based on analysis of clients' financial status.
- Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
- Devise trading, option, or hedge strategies.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
- Offer advice on the purchase or sale of particular securities.
- Contact prospective customers to present information and explain available services.
- Supervise support staff and ensure proper execution of contracts.
- Relay buy or sell orders to securities exchanges or to firm trading departments.
- Evaluate costs and revenue of agreements to determine continued profitability.
- Sell services or equipment, such as trusts, investments, or check processing services.
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Getting Information- Gather customer or product information to determine customer needs.
- Gather information in order to provide services to clients.
Establishing and Maintaining Interpersonal Relationships- Develop professional relationships or networks.
Making Decisions and Solving Problems- Calculate costs of goods or services.
- Estimate costs or terms of sales.
Processing Information- Review accuracy of sales or other transactions.
Updating and Using Relevant Knowledge
Communicating with People Outside the Organization
Evaluating Information to Determine Compliance with Standards
Analyzing Data or Information- Analyze business or financial data.
- Analyze market conditions or trends.
Organizing, Planning, and Prioritizing Work
Communicating with Supervisors, Peers, or Subordinates- Coordinate activities with suppliers, contractors, clients, or other departments.
- Share sales-related or market information with colleagues.
Interpreting the Meaning of Information for Others- Explain financial information to customers.
- Explain technical product or service information to customers.
Selling or Influencing Others- Contact current or potential customers to promote products or services.
- Customize financial products or services to meet customer needs.
- Sell products or services.
Identifying Objects, Actions, and Events- Identify investment opportunities or strategies.
Documenting/Recording Information- Develop proposals for current or prospective customers.
- Maintain records of sales or other business transactions.
- Prepare financial documents, reports, or budgets.
- Prepare sales or other contracts.
Performing for or Working Directly with the Public
Judging the Qualities of Objects, Services, or People
Resolving Conflicts and Negotiating with Others- Negotiate prices or other sales terms.
- Negotiate purchases or contracts.
Monitoring Processes, Materials, or Surroundings- Monitor market conditions or trends.
- Monitor sales activities.
Developing Objectives and Strategies
Performing Administrative Activities- Process sales or other transactions.
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Tools
Desktop calculator
Desktop computers
Laser fax machine
Notebook computers- Laptop computers
- Notebook computers
Personal computers
Technology
Customer relationship management CRM software- CSI Complex Systems ClientTrade
- Customer relationship management CRM software
- Microsoft Dynamics
- Oracle Siebel CRM
- Salesforce software
Data base user interface and query software- Database management software
- FileMaker Pro
- FundCount Web
- Microsoft Access
- Web-based information systems
Enterprise resource planning ERP software- Microsoft Dynamics GP
- Oracle Hyperion
- Oracle PeopleSoft
- Oracle PeopleSoft Financials
- SAP software
Financial analysis software- AIQ Systems TradingExpert Pro
- AnalyzerXL
- Aspen Graphics Technical Analysis Software
- Bloomberg Professional
- BondDesk Group Trader WorkStation
- CQG Integrated Client
- CableSoft LiveWire Trader
- Calypso Technology Calypso Asset Management
- Charles River Development Charles River Investment Management System
- Citi The Yield Book Calculator
- Derivicom FinOptions XL
- Financial needs analysis software
- Fixed income alternative trading systems ATS
- Knight BondPoint
- Leading Market Technologies EXPO
- Multiple trading transaction systems
- Oracle E-Business Suite Financials
- Realm Business Solutions INSIGHT for ARGUS
- Redi Enterprise Development Redi ERM
- Sales analysis software
- SunGard MicroHedge
- Telvent DTN ProphetX
- Thomson Reuters Tradeweb
- Tradeweb Markets Tradeweb
- Trading Blox
- Triple Point Commodity XL
- Web-based trading systems
Object or component oriented development software
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