Brokerage Clerks
Also called: Registered Sales Assistant, Sales Assistant, Sales Trader, Trading AssistantPerform duties related to the purchase, sale, or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.
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What the data says: AI could halve the time on 8 of its 10 tasks, and jobs are projected to shrink 7.6% by 2035. In the most exposed occupations, the squeeze shows up first among early-career workers. How to think about this →
About this projection
BLS builds AI into its projections where the research supports it: “BLS generally applies adjustments based on this research conservatively, where there is convincing evidence for a change.”
It also notes a limit: “BLS projection methods are not designed to capture extremely rapid technological change.”
On its AI exposure groups, BLS says exposure “does not imply job loss.”
Recent conditions
- From Sep 2025 to Aug 2026, 4.3 hires for every 10 job openings in finance and insurance, which employs about 89% of people in this work, against 7.3 across all industries BLS JOLTS
One box per opening, filled for each hire; hires beyond the openings are added in a lighter shade. Higher can mean openings get filled, or that people leave often; lower, that jobs go unfilled, or hiring is slow.4.3 this industry7.3 all industries
Median pay by state BLS OEWS May 2025, state estimates
Tap a state for its figures.
Median pay in every state
| State | Median | Middle half earn | Jobs |
|---|---|---|---|
| Alabama | not published | not published | 110 |
| Arizona | $61,900 | $59,350 to $66,150 | 940 |
| Arkansas | $58,670 | $49,080 to $69,960 | 90 |
| California | $77,960 | $62,640 to $95,780 | 4,740 |
| Colorado | $60,950 | $60,810 to $73,440 | 220 |
| Connecticut | $75,330 | $66,750 to $94,990 | 420 |
| Delaware | $61,390 | $57,260 to $76,820 | not published |
| District of Columbia | $95,450 | $84,540 to $96,490 | not published |
| Florida | $63,130 | $59,090 to $76,020 | 1,830 |
| Georgia | $61,570 | $55,510 to $77,640 | 540 |
| Illinois | $63,350 | $52,060 to $75,130 | 2,060 |
| Indiana | $58,290 | $51,670 to $66,030 | 1,260 |
| Iowa | $56,360 | $48,930 to $60,560 | 160 |
| Kansas | $49,990 | $49,990 to $52,850 | 310 |
| Kentucky | $57,690 | $52,030 to $58,840 | not published |
| Louisiana | $61,500 | $57,270 to $70,610 | not published |
| Maine | $72,840 | $60,580 to $82,330 | 80 |
| Maryland | $62,080 | $57,580 to $76,960 | 560 |
| Massachusetts | $63,640 | $60,640 to $77,020 | 890 |
| Michigan | $73,350 | $61,200 to $78,350 | 430 |
| Minnesota | $62,110 | $53,080 to $64,300 | 960 |
| Mississippi | $58,200 | $53,460 to $69,670 | 40 |
| Missouri | not published | not published | 630 |
| Montana | $48,360 | $47,230 to $54,170 | 110 |
| Nebraska | $60,880 | $59,400 to $72,180 | 440 |
| New Hampshire | $68,140 | $68,140 to $76,590 | 200 |
| New Jersey | $74,830 | $64,490 to $79,800 | 3,260 |
| New York | $78,930 | $63,400 to $101,860 | 5,950 |
| North Carolina | $60,950 | $55,630 to $75,840 | 400 |
| Ohio | $64,020 | $59,460 to $81,130 | 800 |
| Oregon | $72,250 | $60,650 to $89,990 | 470 |
| Pennsylvania | $60,390 | $57,500 to $77,010 | 1,470 |
| Rhode Island | $62,400 | $55,350 to $63,830 | 450 |
| South Carolina | $59,710 | $52,490 to $65,090 | 440 |
| South Dakota | $56,080 | $47,710 to $58,380 | 130 |
| Tennessee | $64,610 | $56,210 to $72,530 | 370 |
| Texas | $63,060 | $52,140 to $67,090 | 1,300 |
| Utah | $67,410 | $57,400 to $67,410 | 320 |
| Vermont | $78,200 | $55,440 to $82,660 | 30 |
| Virginia | $62,560 | $56,720 to $75,840 | 750 |
| Washington | $73,120 | $64,780 to $85,950 | 140 |
| West Virginia | not published | not published | 130 |
| Wisconsin | $63,870 | $60,800 to $72,680 | 460 |
Nationally: $65,750. Shades run from the lowest state median to the highest; a territory below that range takes the lightest. How to read this
How AI touches the work
What AI could speed up, task by task, and where people already use it.
AI could halve the time on 8 of its 10 tasks
| AI rating | Its main tasks | Share of Claude conversations May 2026 |
|---|---|---|
| AI alone | Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems. | under 0.01% |
| AI alone | Perform clerical tasks, such as answering phones or distributing mail. | Not published |
| AI alone | File, type, or operate standard office machines. | Not published |
| AI alone | Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records. | Not published |
| AI alone | Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders. | Not published |
| AI + software | Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers. | Not published |
See all 10 tasks
| AI alone | Prepare reports summarizing daily transactions and earnings for individual customer accounts. | Not published |
| Not much | Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers. | under 0.01% |
| AI + software | Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports. | Not published |
| Not much | Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans. | under 0.01% |
Ordered by how important O*NET's respondents rate each task (1 to 5) times the share who say it is part of their job. The ordering is ours. 3 of the 10 have a published share of Claude conversations; “not published” means too few conversations for Anthropic to publish a figure.
Where people already use AI
The tasks above say what AI could speed up. This shows what people are using it for. Its 10 tasks fall under 12 work activities that many occupations share, and Microsoft counted how often each one came up in 200,000 conversations with its Copilot assistant in 2024.
- #3 Respond to customer problems or inquiries
- #11 Provide information to guests, clients, or customers
- #20 Present research or technical information
- and 2 more, in the table below
| Work activity | This occupation's tasks under it | People asked AI for help in 10,000 conversations |
AI did it for them in 10,000 conversations |
|---|---|---|---|
| Prepare documentation for contracts, applications, or permits | |||
| Respond to customer problems or inquiries | |||
| Provide information to guests, clients, or customers | |||
| Present research or technical information | |||
| Perform administrative or clerical activities | |||
| Calculate financial data | |||
| Evaluate the quality or accuracy of data | |||
| Communicate with others about operational plans or activities |
Show all 12 activities
| Schedule operational activities | |||
| Monitor financial data or activities | |||
| Direct organizational operations, activities, or procedures | |||
| Distribute materials, supplies, or resources |
How people in this work use Claude
What people in this work made with Claude % of conversations
- Math or a calculation30%
- An email or message15%
- Data or a spreadsheet10%
- An analysis or summary8%
- A chart or visualization6%
How they worked with Claude
33% of these conversations were about work. Anthropic Economic Index, May 2026.
How to read this
Work activities come from O*NET, which links every task to the broader activities it involves. Microsoft's figures are for the activity across everyone who used Copilot, not for brokerage clerks specifically. Copilot is a general chat assistant; dedicated coding tools are not included, so programming help is under-counted here. Activities are listed by how many of this occupation's tasks fall under them.
The task ratings say whether AI could halve the time a task takes: on its own (“AI alone”), or with software built on it (“AI + software”). They were made by people in 2023 (Eloundou et al.). Claude's share is the task's share of all Claude.ai conversations in May 2026; Anthropic doesn't publish a task with too few conversations. None of these add up to the BLS exposure group, which combines five research measures.
More in the Guide: task ratings · task order · work activities · Copilot figures · Claude
High exposure doesn't mean fewer jobs
BLS projects most occupations in its two most exposed groups to grow: 141 of 206 rated Very high and 165 of 206 rated High. Each dot is one of the 831 occupations BLS rates.
Career moves into and out of this occupation
From moves between occupations found in online resumes, 2002–2016. Career changes only: a first job after school isn't a move.
Where people moved next
of 4,798 moves out
- 1 General and Operations Managers High +5.0% 12%
- 2 Food Service Managers Moderate +5.8% 6%
- 3 Managers, All Other (2010 group) an older group BLS has since split; no exposure group today 5%
- 4 Sales Managers High +4.5% 5%
- 5 Photographers High -0.7% 5%
Where people moved in from
of 3,778 moves in
- 1 General and Operations Managers High +5.0% 7%
- 2 Property, Real Estate, and Community Association Managers High +3.7% 6%
- 3 Sales Managers High +4.5% 5%
- 4 Customer Service Representatives Very high -5.3% 4%
- 5 Photographers High -0.7% 4%
Resumes over-represent younger, white-collar job-seekers and moves into management. Schubert, Stansbury and Taska (resume data).
Education and training for the occupation
O*NET survey of workers in this occupation
- 29% high school
- 20% some college
- 13% associate's
- 38% bachelor's
O*NET 31.0 survey of workers in this occupation · 19 people answered.
1 program: Accounting Technology/Technician and Bookkeeping.
Jobs that require a credential BLS Occupational Requirements Survey 2023
BLS publishes no credential figures for this occupation.
Look up certifications, training and licenses U.S. Department of Labor
- Certification Finder ↗ certifications CareerOneStop lists for this occupation
- Training Finder ↗ schools and programs, nationwide; narrow the place there
- License Finder ↗ licenses by state
- Apprenticeships: DOL's list of apprenticeable occupations doesn't include this one.
These open in a new tab and send only the occupation's public code. More in the Guide
BLS AI exposure categories (Aug 2026) · BLS Employment Projections 2025–35 · O*NET 31.0 · Task ratings: Eloundou et al., Science (2024) · Microsoft "Working with AI" v1.1 · Anthropic Economic Index (2026-06-26) · Schubert, Stansbury and Taska · NCES CIP–SOC · Census ACS 2024 · BLS JOLTS · Brynjolfsson, Chandar and Chen, Stanford (Aug 2026)
See it online, and explore any career: https://www.pathmosaic.com/card/43-4011.00