Will AI replace Securities, Commodities, and Financial Services Sales Agents?
AI reaches a large part of this job’s work.
50/100
High exposure
More exposed to AI than 79% of US workers.
- AI already used in
- 36% of the work
- As AI tools mature: up to
- 74% of the work
What the job involves
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.
Where AI reaches the work
The job’s main tasks, heaviest first, by how far AI reaches them.
Already happening(12)
- Monitor markets or positions.
- Contact prospective customers to present information and explain available services.
- 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.
- Devise trading, option, or hedge strategies.
and 7 more
Within reach(12)
- Keep accurate records of transactions.
- Discuss financial options with clients and keep them informed about transactions.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Report all positions or trading results.
and 7 more
Out of reach(6)
- Agree on buying or selling prices at optimal levels for clients.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Make bids or offers to buy or sell securities.
- Negotiate prices or contracts for securities or commodities sales or purchases.
- Purchase or sell financial derivatives for customers.
and 1 more
Also called
Commodities Broker · Equity Trader · Stock Broker · Trader · Banker · Business Banker · Commodities Trader · Financial Representative
Related jobs
What these numbers mean
The score is the share of this job’s work, weighted by how important and frequent each task is, that AI could do in half the time: tasks an AI model could do alone count in full, tasks that need software built on AI count half.
“AI already used” is the share of the work in tasks where people are recorded using AI today. “As AI tools mature” counts every task AI could halve, with or without extra software.
The percentile compares the score with every job’s, weighted by how many people in the US do each one. Exposure means AI could change how the work is done, not that the job goes away. These are estimates for the typical job, not predictions.
Sources
- O*NET 31.0 Database, U.S. Department of Labor, Employment and Training Administration
- GPTs are GPTs: Labor market impact potential of LLMs (task labels), Eloundou, Manning, Mishkin & Rock (2023), OpenAI and University of Pennsylvania
- Anthropic Economic Index: labor market impacts (task penetration), Anthropic
- Occupational Employment and Wage Statistics, May 2025 (national and metropolitan areas), U.S. Bureau of Labor Statistics