To work as a securities salesperson, you typically need to:

• have a high school diploma or equivalent;
• have a bachelor's degree;
• complete moderate-term, on-the-job training; and
• have a license.

Education after high school

Most securities salespeople have at least a bachelor's degree. You must be knowledgeable about financial instruments, markets, economic conditions, and trends. A few majors are excellent preparation for this occupation. These include business administration, economics, and finance. Accounting, marketing, and banking courses are also helpful. However, employers rarely require specific courses or college majors.

Work experience

Work experience in sales or dealing with people is good preparation for this occupation.

On-the-job training

Most employers provide on-the-job training to help you meet state licensing requirements. In most firms, this training period takes about six months. Large firms may offer classroom instruction. You study topics such as securities analysis, public speaking, and sales.

You must take continuing education courses to maintain your license.