Brokerage clerks process trades, manage client accounts, and keep financial records accurate and compliant. You'll work in a fast-paced office environment where attention to detail and communication matter. Most positions require a bachelor's degree.
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Brokerage clerks support the buying and selling of securities and investments. You gather and verify information from clients and market sources, process trades through computer systems, and maintain detailed records. You communicate with clients, brokers, and other organizations to confirm details and resolve issues. You also monitor transactions and documents to ensure they meet regulatory standards and company policies. The work is detail-oriented and requires you to stay organized while managing multiple accounts and deadlines.
Core work activities
Career video courtesy of CareerOneStop.
Brokerage Clerks earn a median of $65,750 a year, based on 2025 data from the U.S. Bureau of Labor Statistics. Pay rises with experience, specialty, and location.
The outlook is softer here. Employment is projected to fall 10 percent from 2024 to 2034, though there are still about 4,100 openings a year from turnover.
Top skills
Knowledge areas
Most brokerage clerk positions require a bachelor's degree. During your studies, focus on coursework in accounting, economics, mathematics, and business. Develop strong computer skills, as you'll spend significant time entering data and using financial software. Consider internships at financial firms to gain practical experience and make connections. Once hired, employers typically provide on-the-job training specific to their systems and procedures. Strong reading, writing, and communication skills will help you succeed in the role.
Your path typically starts with earning a bachelor's degree while building computer and financial knowledge. Since education timing and program choice shape your entry point, Pathly can map the brokerage clerk path that fits you to map out your steps with a counselor and stay on track.
You do not need a license to work as a brokerage clerk, but professional certifications can strengthen your resume.
Common certifications
You're drawn to organized, rule-based work where accuracy counts. You like working with systems and data, communicating clearly, and following established procedures to support a larger operation.
Reading about a career is the easy part. Turning it into a plan is where most students get stuck. Pathly takes you from curious to a clear next step, and gives your counselor the insight to champion you along the way.
Start with a quick quiz and assessments that surface your personality, your EQ, and what really motivates you, so your next steps are built around who you actually are.
Your free AI guide weighs this career against your strengths and goals, and surfaces the colleges, trades, and scholarships that match, so you know if it truly fits before you commit.
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Last updated July 1, 2026.
Data sources. Career details from the O*NET 30.3 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under CC BY 4.0. O*NET® is a trademark of USDOL/ETA. Salary and outlook figures from the U.S. Bureau of Labor Statistics (May 2025 wages; 2024–2034 projections), delivered via the CareerOneStop API. Certification, licensing, wage, and outlook data from CareerOneStop, sponsored by USDOL/ETA and the Minnesota Department of Employment and Economic Development (DEED).