Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
Complete sales order tickets and submit for processing of client-requested transactions.
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
Record transactions accurately, and keep clients informed about transactions.
Develop financial plans based on analysis of clients' financial status, and discuss financial options with clients.
Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
Offer advice on the purchase or sale of particular securities.
Relay buy or sell orders to securities exchanges or to firm trading departments.
Identify potential clients, using advertising campaigns, mailing lists, or personal contacts.
Review financial periodicals, stock and bond reports, business publications, or other material to identify potential investments for clients or to keep abreast of trends affecting market conditions.
Contact prospective customers to determine customer needs, present information, or explain available services.
Prepare documents needed to implement plans selected by clients.
Analyze market conditions to determine optimum times to execute securities transactions.
Explain stock market terms or trading practices to clients.
Inform and advise concerned parties regarding fluctuations or securities transactions affecting plans or accounts.
Calculate costs for billings or commissions.
Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
Prepare financial reports to monitor client or corporate finances.
Read corporate reports and calculate ratios to determine best prospects for profit on stock purchases and to monitor client accounts.
Building and Construction
Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.
Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub- atomic structures and processes.
Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.
Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.
Medicine and Dentistry
Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.
Quality Control Analysis
Conducting tests and inspections of products, services, or processes to evaluate quality or performance.
Determining the kind of tools and equipment needed to do a job.
Installing equipment, machines, wiring, or programs to meet specifications.
Watching gauges, dials, or other indicators to make sure a machine is working properly.
Operation and Control
Controlling operations of equipment or systems.
Performing routine maintenance on equipment and determining when and what kind of maintenance is needed.
Determining causes of operating errors and deciding what to do about it.
Repairing machines or systems using the needed tools.
The ability to use your abdominal and lower back muscles to support part of the body repeatedly or continuously over time without 'giving out' or fatiguing.
The ability to make fast, simple, repeated movements of the fingers, hands, and wrists.
The ability to choose quickly between two or more movements in response to two or more different signals (lights, sounds, pictures). It includes the speed with which the correct response is started with the hand, foot, or other body part.
The ability to time your movements or the movement of a piece of equipment in anticipation of changes in the speed and/or direction of a moving object or scene.
The ability to quickly respond (with the hand, finger, or foot) to a signal (sound, light, picture) when it appears.
The ability to coordinate two or more limbs (for example, two arms, two legs, or one leg and one arm) while sitting, standing, or lying down. It does not involve performing the activities while the whole body is in motion.
Speed of Limb Movement
The ability to quickly move the arms and legs.
The ability to exert maximum muscle force to lift, push, pull, or carry objects.
The ability to use short bursts of muscle force to propel oneself (as in jumping or sprinting), or to throw an object.
The ability to exert muscle force repeatedly or continuously over time. This involves muscular endurance and resistance to muscle fatigue.
Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.
Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.
Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.
Attention to Detail
Job requires being careful about detail and thorough in completing work tasks.
Job requires being honest and ethical.
Job requires a willingness to take on responsibilities and challenges.
Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Job requires analyzing information and using logic to address work-related issues and problems.
Job requires persistence in the face of obstacles.
Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
Job requires being open to change (positive or negative) and to considerable variety in the workplace.
Concern for Others
Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.
Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.
Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.