Also called: Brokerage Phone Representative, Retirement Services Representative
Answers calls from investors at big firms like Fidelity or Vanguard, helping with accounts, trades and retirement plans.
You help a caller roll over a 401(k), explain how to place a trade and walk a nervous retiree through a market drop. The company pays for your securities licenses.
A common entry path into wealth management.
Approximate: anchored on Bureau of Labor Statistics data for a broader job group.
Bachelor's degree (4-year), about 4 years after high school. Bachelor's often preferred; firm sponsors FINRA licenses (SIE, Series 7, 63).
Ways in: 4-year college, Certification, On-the-job training. Training cost: Get paid while you train.
Majors to look at: Finance, Business.
Shrinking (about -5% over 10 years). Tracks customer service representatives.
High risk for 10 years. AI voice and chat agents now answer most investor calls about accounts and trades; big firms will need far fewer reps.
Classes: Personal finance, Speech, Computer applications, Spanish.
Official data: O*NET occupation 43-4051.
Career Universe is an early version. Pay, training and AI-risk figures are estimates to start your own research, not verified facts. The research was written with AI research assistants, checked by validation scripts and spot-checked by hand. Check anything important with schools, employers and official sources. How the numbers work.