Securities, Commodities, and Financial Services Sales Agents
Helps people plan for goals like college, a home and retirement.
Read the full guide
Financial advisors meet with clients, learn their goals, and recommend plans for saving, investing, insurance and retirement. Many work for firms; some build their own practice.
Open the financial advisor guide
The guide checks the courses against your plan, with things to try each year. Free account needed.
High school courses that build toward it
- Personal Finance · Career and Technical
Builds economics and accounting, which this job uses.
- Pre-Algebra · Math
Builds math, which this job uses.
- English 10 · English
Builds reading and writing, which this job uses.
- Computer Science Principles · Computer Science
Builds computers and electronics, which this job uses.
- Government and Economics · Social Studies
Builds economics and accounting, which this job uses.
- Physical Education · Health and PE
Builds working with customers and clients, which this job uses.
Ranked by how much the job relies on what each course teaches, from O*NET's knowledge ratings. Your school's own courses and the counselor have the final word.
Securities, Commodities, and Financial Services Sales Agents on O*NET OnLine · O*NET 31.0 (U.S. Department of Labor, CC BY 4.0); BLS Employment Projections 2025.