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Entry Level Mutual Fund Jobs (NOW HIRING)

Hilltop Holdings

Operations Specialist

Dallas, TX · On-site

This role is an entry-level position supporting the firm's mutual fund direct business within Operations. This position focuses on transaction processing, account maintenance, and reconciliation ...

Hilltop Holdings

Operations Specialist

Dallas, TX

This role is an entry-level position supporting the firm's mutual fund direct business within Operations. This position focuses on transaction processing, account maintenance, and reconciliation ...

VanEck

Sales Trainee

Manhattan, NY · On-site

$65K - $70K/yr

In this unique entry-level program, candidates will receive the training and development necessary ... Mutual Fund and ETF Product Knowledge * Ability to present and work with all levels of an ...

NYL - Nassau GO

Insurance Sales Agent

Uniondale, NY

$120K/yr

The ideal candidate for our entry-level insurance agent position has the solid communication skills ... insurance policies, mutual fund investments, and other financial products Qualifications:

US Bank

Financial Intermediary Manager

Milwaukee, WI · Hybrid

$87K - $114K/yr

This role oversees daily transfer agency operations, including mutual fund trading, transaction ... Leads high performance teams of both entry level and skilled professionals by setting goals ...

The Hartford

Advisor Support Consultant

Wayne, PA · On-site +1

$55K/yr

... entry level Advisor Support Consultants in its Wayne, PA location. This position will give selected individuals the exciting opportunity to learn our Mutual Fund and ETF businesses and obtain ...

Arrow Funds

Entry Level-Sales

Laurel, MD

$15 - $20/hr

Knowledge of asset allocation strategies and equity strategies or experience with the sales of other financial products - Mutual Funds, Fund of Funds, ETFs, Separately Managed Accounts, Variable ...

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Entry Level Mutual Fund information

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$60K

$89.8K

$161.5K

How much do entry level mutual fund jobs pay per year?

As of Aug 2, 2026, the average yearly pay for entry level mutual fund in the United States is $89,770.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $94,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by entry-level professionals in mutual fund roles, and how can they overcome them?

Entry-level professionals in mutual fund positions often face challenges such as quickly learning complex financial products, adapting to a fast-paced environment, and effectively communicating with both clients and senior colleagues. To overcome these hurdles, it's helpful to proactively seek mentorship, participate in training sessions, and stay updated on market trends. Building strong analytical and organizational skills is key, as is being open to feedback and collaborating closely with more experienced team members.

Is $200,000 enough to work with a financial advisor?

For an entry-level mutual fund role, $200,000 is typically more than sufficient to start investing or work with a financial advisor, as many advisors recommend minimum investments ranging from $1,000 to $50,000. Having this amount allows for diversified investments and the ability to utilize financial planning tools and services effectively.

What is an entry-level mutual fund job?

An entry-level mutual fund job typically involves working in positions such as fund accountant, client service representative, or operations analyst. Employees in these roles help manage mutual fund transactions, maintain records, process trades, and provide support to clients and senior staff. These positions are designed for individuals who are new to the financial industry and offer opportunities to learn about mutual funds, investment strategies, and regulatory compliance. Entry-level roles often require a bachelor's degree in finance, accounting, or a related field, and offer pathways for career advancement within asset management firms.

Is 40 too late to start a career in finance?

Starting a career as an entry level mutual fund professional at age 40 is possible, as many finance roles value skills, certifications like the CFA, and relevant experience over age. Transitioning into finance may require additional training or education, but age is generally not a barrier to entering the field if you develop necessary skills and demonstrate commitment.

How do I get started in mutual funds?

To get started as an entry-level mutual fund professional, gain a basic understanding of investment principles and financial markets through relevant coursework or certifications like the Series 6 or 63. Develop skills in financial analysis, customer service, and sales, and consider entry-level roles such as client associate or sales assistant to build experience in the industry.

What jobs make $1,000,000 a year?

Entry-level mutual fund roles typically do not pay $1,000,000 annually; such high earnings are usually associated with senior positions like portfolio managers, hedge fund managers, or financial executives with extensive experience and performance-based bonuses. These roles often require advanced degrees, certifications, and a strong track record in finance. Most professionals earning this level of income work in high-stakes investment environments and have significant industry expertise.

What are the key skills and qualifications needed to thrive as an Entry Level Mutual Fund Analyst, and why are they important?

To thrive as an Entry Level Mutual Fund Analyst, you need a solid understanding of finance, accounting, and investment principles, usually supported by a bachelor's degree in finance or a related field. Familiarity with financial modeling tools, Bloomberg Terminal, Morningstar Direct, and proficiency in Excel are commonly required, while pursuing or holding a CFA Level I can be advantageous. Strong analytical skills, attention to detail, and effective communication help you interpret data and present findings to colleagues and clients. These competencies are crucial for making informed investment decisions and supporting the overall success of the mutual fund team.
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What cities are hiring for Entry Level Mutual Fund jobs? Cities with the most Entry Level Mutual Fund job openings:
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Entry Level Mutual Fund jobs near you
Infographic showing various Entry Level Mutual Fund job openings in the United States as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.

Operations Specialist

Hilltop Holdings

Dallas, TX • On-site

Full-time

Re-posted 22 days ago

Job description


Job Title: Direct Mutual Fund Specialist
Job Summary
At HilltopSecurities, we are committed to building meaningful, collaborative relationships that enhance the financial future of individuals, businesses, and communities. Through a comprehensive suite of investment banking and financial services, we support our clients in achieving their unique goals. As a subsidiary of Hilltop Holdings, alongside PlainsCapital Bank and PrimeLending, we offer the financial strength, stability, and nationwide presence of over 400 locations across 44 states, providing employees with significant opportunities for career growth within a diverse and relationship-driven organization.
The Operations group encompasses multiple functional areas responsible for all post-account opening and post-trade activities. These responsibilities include account onboarding and maintenance, asset movement, and the accurate processing of securities transactions. The team works closely with financial advisors, branch offices, transfer agents, and mutual fund companies to ensure efficient and compliant operations.
HilltopSecurities is currently looking to hire a Direct Mutual Fund Specialist within our Operations group in Dallas, Texas. This role is an entry-level position supporting the firm's mutual fund direct business within Operations. This position focuses on transaction processing, account maintenance, and reconciliation activities, with an emphasis on accuracy, completeness, and timeliness.
This role is designed as a foundational opportunity within Operations and includes structured cross-training across multiple functional areas. The candidate will develop a broad understanding of brokerage operations, build technical and industry knowledge, and gain the experience necessary to support continued professional growth and advancement within the organization.
Essential Functions
  • Interact with mutual fund companies, transfer agents, and recordkeepers to facilitate transaction and resolve discrepancies in a timely manner.
  • Maintain and update client account information, including new account setup and ongoing data integrity.
  • Assist with onboarding and integration of direct mutual fund assets into internal systems.
  • Provide operational support to financial advisors by responding to mutual fund-related inquiries and requests.
  • Review, prepare, and complete departmental reports to support business and compliance requirements.
  • Perform account reconciliations within the mutual fund system to ensure accuracy and completeness of records.
  • Create, maintain, and enhance reports using Microsoft Excel to support operational oversight and analysis.
  • Participate in cross-training initiatives across multiple operational functions to expand knowledge and capabilities.
  • Perform other duties and special projects as assigned.

Job Requirements
  • Bachelor's degree or equivalent combination of education, training, and relevant experience.
  • 0-2 years of experience in financial services operations, securities processing, or a related field.
  • Basic understanding of financial markets and security industry terminology.
  • Familiarity with open-end mutual fund products is preferred but not required.
  • Strong attention to detail with the ability to reconcile and analyze data accurately.
  • Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook; experience with back-office systems is a plus.
  • Demonstrated customer service orientation with effective interpersonal and communication skills.
  • Ability to work collaboratively in a team environment while maintaining a positive attitude in high-volume and time-sensitive situations.
  • Strong organizational skills with the ability to manage multiple priorities simultaneously.
  • Willingness to work flexible hours, including overtime, based on business needs.
  • Pass the FINRA Securities Industry Essentials (SIE) exam within six (6) months of hire; the firm will provide support and resources to assist with preparation.

About Us
At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.
About the Team
The Operations department's work is vital to the functionality and success of HilltopSecurities. The department provides back-office support and service for the entire firm. With well over 100 employees ranging from specialists to senior managers, each individual plays a specific role in the overarching operation of the company. Operations' areas of focus include clearance, settlement, unit investment trusts, government and mortgage-backed securities, money market instruments, and OTC derivates. Our Operations professionals also manage transactions between mutual funds and insurance carriers and their respective investors. As a part of Operations, you are expected to provide high quality customer service, doing your best to make sure our clients succeed, and keeping their best interests as your highest priority. We value all of our team members, and your commitment to our firm will have a significant impact on the way we operate. We encourage all Operations employees to obtain FINRA licenses and support them in this endeavor. We also provide additional professional development resources to help advance our team members' careers. In the Operations department, you will be surrounded by people who are passionate about HilltopSecurities and upholding our reputation as a leading municipal investment bank.

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