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The summary data provided is a sampling of ERI's Salary Assessor® database. The average salary figures below are for base compensation. The Salary Assessor covers 5,700 job titles and 7,000 geographic locations. To download a demo of the Salary Assessor, please use the form to the right.
Job Description:
Sells financial products and services to clients for investment purposes, applying knowledge of securities, investment plans, market conditions, regulations, and financial situation of clients. A combination of over two years of directly related training and/or experience is typically required for carrying out the responsibilities for this job. Must be registered to sell securities.: Identifies potential clients, using advertising campaigns, mailing lists, and personal contacts. Solicits business from potential clients. Interviews clients to determine financial position, resources, assets available to invest, and financial goals. Provides clients with information and advice on purchase or sale of securities, financial services, and investment plans, based on review of professional publications and other financial literature and knowledge of securities market and financial services industry. May read status reports and perform calculations to monitor client accounts and verify transactions. May work for firm that offers discounted brokerage fees and does not offer advice to clients. May develop and implement financial plans, and sell insurance, real estate, or securities. hide...show full description
Average Salary Data By Location
Updated: 06/18/2007
See salary survey data for these industries: Accounting Public & Private, Advertising & Marketing, Agriculture, Animal Care, Arts, Culture & Humanities Charities, Banking, Biotechnology, Call Centers, Customer & Other Business Services, Chemicals & Plastics, City & County Government, more...
See salary survey data for these jobs: Accountant, Administrative Assistant, Marketing Manager, Pharmaceutical Sales Representative, Certified Nurse Assistant, Customer Service Manager, Nursing Aide, Office Manager, Registered Nurse, Purchasing Manager, more...
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