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© 2026 DESTINAI · v1.1 BETA · ISCED ISCO O*NET ESCO
CareersSkillsPrivacyTermsEU AI Act notice
PT
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Occupation
· Global Standards

financial broker

Financial brokers undertake financial market activities on behalf of their clients.

View on ESCO

DESCRIPTION

Financial brokers undertake financial market activities on behalf of their clients. They monitor securities, financial documentation of their clients, market trends and conditions and other legal requirements. They plan buying and selling activities and calculate transactions costs.

THEORETICAL KNOWLEDGE

ESSENTIALTheoretical knowledge required
financial products
OPTIONALAdjacent knowledge that strengthens fit
modern portfolio theory

PRACTICAL SKILLS

ESSENTIALApplied skills & competences
protect client interests
maintain financial records
OPTIONALOptional competences
handle financial transactions
optimise financial performance

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SIMILAR OCCUPATIONS

23 SHARED SKILLS

securities broker

Securities brokers create the connection between the investors and the available investment opportunities. They purchase and sell securities on their …

VIEW DETAILS
23 SHARED SKILLS

stock broker

Stock brokers act on behalf of their individual or institutional clients in order to buy and sell stocks and other securities. They are in close conta…

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21 SHARED SKILLS

financial planner

Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planni…

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Skills overview

30total
16 essential
14 optional

Breakdown

Knowledge
2
Skills
4

Official resource

View official definition

Quick insight

This role requires 16 essential competences across both theoretical knowledge and practical skills.

DATA SOURCED FROM ESCO (EUROPEAN COMMISSION) & O*NET (U.S. DEPARTMENT OF LABOR)

© 2026 DESTINAI · v1.1 BETA · ISCED ISCO O*NET ESCO
CareersSkillsPrivacyTermsEU AI Act notice
PT