Will AI replace Securities, Commodities, and Financial Services Sales Agents?
On paper, AI could touch ~61% of the work in Securities, Commodities, and Financial Services Sales Agents — and unlike most jobs, it's already showing up in the real workday, not just the theory.
O*NET-SOC 41-3031
How your 22 core tasks split
Top = what GPT-4 judged AI could speed up. Bottom = how much AI was actually used for these tasks (Anthropic's March 2026 report, usage from Aug & Nov 2025). The gap is the real story.
Back in 2023, GPT-4 judged AI could, in theory, assist with a high share of this job's tasks (~61%). By late 2025, real-world AI use had caught up to about 44% of its task activity (already common). The gap between that 2023 forecast and today is the real story.
Where this job sits among 738 jobs
Each dot is one of 738 U.S. jobs. Right = AI can do more of it. Up = AI is actually used more.
Read this as a range, not a verdict
The signals here partly disagree — AI's theoretical reach (~61%) and its real-world use (~44%) tell different stories. AI-risk scores also shift a lot by which model does the rating (2.7%–51.5% in one 2026 study), so this is a direction of travel, not a fixed answer.
See all 22 tasks, ratedBased on real task-level AI scores — click to collapse
- Keep accurate records of transactions.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Report all positions or trading results.
- Explain stock market terms or trading practices to clients.
- Calculate costs for billings or commissions.
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Agree on buying or selling prices at optimal levels for clients.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Discuss financial options with clients and keep them informed about transactions.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Develop financial plans, based on analysis of clients' financial status.
- Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
- Devise trading, option, or hedge strategies.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
- Offer advice on the purchase or sale of particular securities.
- Contact prospective customers to present information and explain available services.
- Prepare financial reports to monitor client or corporate finances.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- ⚠️ None — every core task is at least partly within AI's reach. The job won't vanish, but almost all of it changes.
How we measured this — and how fresh it is
AI's theoretical reach data: 2023
From GPTs-are-GPTs (Eloundou et al.), where GPT-4 rated how much of each task an AI tool could meaningfully speed up. This is the most recent open, commercially-usable occupation-level potential dataset — it dates to 2023. Newer multi-model re-runs exist but swing wildly (one 2026 study saw "high-risk" jobs range 2.7%–51.5% by model) and aren't openly licensed, so we show the stable 2023 baseline and pair it with newer real-world data.
Real-world AI use 2026 report
From the Anthropic Economic Index, which observes how real Claude conversations map onto each occupation's tasks. Published in Anthropic's March 2026 labor-market report, based on usage measured in Aug & Nov 2025 (Sonnet 4 / 4.5).
Task list & ratings O*NET 30.3
Tasks come from O*NET 30.3. Each task's "AI can do / speeds up / still on you" tier uses the real task-level exposure scores from GPTs-are-GPTs (E1 / E2 / E0) — not a guess from keywords.
Sources: O*NET 30.3 (CC BY 4.0) · GPTs-are-GPTs (MIT, 2023) · Anthropic Economic Index (CC BY, Aug & Nov 2025). Page compiled June 2026. "O*NET" is a trademark of the U.S. Department of Labor.
This page is for general informational purposes only and is not career, financial, or employment advice. AI exposure reflects research estimates of task overlap, not predictions about any individual's job, employer, or future employment.