Brokerage Clerks
Brokerage clerks handle the administrative and operational work required for buying, selling, and managing securities. They work in financial institutions, investment firms, and brokerage offices, processing transactions, maintaining records, and ensuring compliance with regulations. The role involves precise attention to detail in a fast-paced financial environment.
Four short assessments and your background, scored against brokerage clerks and 13,000 other careers — with the reasons. Free.
A day in the work
A brokerage clerk's week includes processing stock purchase and sale orders, computing transfer taxes, and verifying transaction details. They track stock price movements, accept and deliver securities, calculate equity positions, and distribute dividends to clients. Administrative tasks involve maintaining accurate records, reconciling accounts, and ensuring all documentation meets regulatory requirements. The work requires accuracy and the ability to manage multiple transactions simultaneously.
Who this work suits
Holland code CES. Conventional work is organized, detail-oriented work with clear procedures. Aptly’s interest assessment scores you on the same six scales.
You likely thrive in structured, rule-based environments and enjoy work with clear procedures and measurable outcomes. If you prefer practical problem-solving over abstract thinking and are motivated by doing important work correctly, this role suits you well. Success comes from combining attention to detail with an interest in financial markets and business operations.
What it takes
Preparation: Medium preparation (vocational training, an associate degree, or related experience). Most people in this occupation hold an associate degree.
Skills that matter most
Knowledge areas
Pay by state
| State | 25th pct | Median | 75th pct | Employed |
|---|---|---|---|---|
| District of Columbia | $84,540 | $95,450 | $96,490 | — |
| New York | $63,400 | $78,930 | $101,860 | 5,950 |
| Vermont | $55,440 | $78,200 | $82,660 | 30 |
| California | $62,640 | $77,960 | $95,780 | 4,740 |
| Connecticut | $66,750 | $75,330 | $94,990 | 420 |
| New Jersey | $64,490 | $74,830 | $79,800 | 3,260 |
| Michigan | $61,200 | $73,350 | $78,350 | 430 |
| Washington | $64,780 | $73,120 | $85,950 | 140 |
| Maine | $60,580 | $72,840 | $82,330 | 80 |
| Oregon | $60,650 | $72,250 | $89,990 | 470 |
| New Hampshire | $68,140 | $68,140 | $76,590 | 200 |
| Utah | $57,400 | $67,410 | $67,410 | 320 |
All 50 states, D.C. and Puerto Rico
Certifications people in this field hold
- Certified Annuity Specialist (CAS) — Institute of Business & Finance
Training
Aptly members see WIOA-approved programs, colleges and certificates near them, with completion and earnings data, on every Path plan.
Job titles in this occupation
Related occupations
Four short assessments and your background, scored against brokerage clerks and 13,000 other careers — with the reasons. Free.
O*NET-SOC 43-4011.00 · O*NET OnLine. Pay: BLS OEWS May 2025, annual, U.S. Employment counts are national.