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Energy Broker

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What They Do

Securities, Commodities, and Financial Services Sales Agents Career Video

About This Career

Buys and sells 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.

This career is part of the Marketing cluster Professional Sales pathway.

A person in this career:

  • Makes bids or offers to buy or sell securities.
  • Monitors markets or positions.
  • Agrees on buying or selling prices at optimal levels for clients.
  • Keeps accurate records of transactions.
  • Buys or sells stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
  • Completes sales order tickets and submits for processing of client-requested transactions.
  • Reports all positions or trading results.
  • Interviews clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
  • Discusses financial options with clients and keeps them informed about transactions.
  • Determines customers' financial services needs and prepares proposals to sell services that address these needs.

Working Conditions and Physical Demands

People who do this job report that:

  • You would sit most of the time. There's some walking and standing. You may have to lift and carry things like books, papers or tools weighing 10 lbs. or less.
  • Work in this occupation requires being inside most of the time
  • Work in this occupation involves sitting more than one-third of the time

Working in this career involves (physical activities):

  • Seeing clearly up close
  • Speaking clearly enough to be able to be understood by others
  • Identifying and understanding the speech of another person

Work Hours and Travel

  • Regular working hours and limited travel

Specialty and Similar Careers

Careers that are more detailed or close to this career:

  • Commodities Broker
  • Broker — Sells and manages insurance products across companies and risk types.


  • Email Support
  • 1-800-GO-TO-XAP (1-800-468-6927)
    From outside the U.S., please call +1 (424) 750-3900
  • North Dakota Career Resource Network
    ndcrn@nd.gov | (701) 328-9733