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Entry Level Mutual Fund Jobs (NOW HIRING)

TEKsystems

Non-Licensed Agent

Denver, CO

$21/hr

... mutual fund, financial services Top Skills Details Customer Service,Contact Center,Call Center ... vs entry-level candidates -Someone who is career-minded and can look to the future versus only ...

TEKsystems

Non-Licensed Agent

Denver, CO

$21/hr

... mutual fund, financial services Top Skills Details Customer Service,Contact Center,Call Center ... vs entry-level candidates -Someone who is career-minded and can look to the future versus only ...

MUFG Investor Services

Financial Reporting Analyst

Dallas, TX · On-site +1

$60K - $70K/yr

... fund of funds, private equity, private debt, real assets, infrastructure, mutual funds, and venture ... This entry-level position will have the primary responsibility of analyzing the quarterly financial ...

SEI Investments

Client Analyst

Oaks, PA · On-site

... mutual fund and securities business and have a strong willingness to learn the investment ... This is an entry level position, where full training and support will be provided. What you'll do:

webfx.com

Web Developer Internship

Harrisburg, PA · On-site

$22/hr

... a mutual fit * Interns will enjoy their own work space and tech set-up at our office, along with ... Home buyer program, profit sharing, personal desk fund, green commute benefits, and the opportunity ...

webfx.com

IT Support Internship

Harrisburg, PA · On-site

$17 - $18/hr

... a mutual fit * Interns will enjoy their own work space and tech set-up at our office, along with ... Home buyer program, profit sharing, personal desk fund, green commute benefits, and the opportunity ...

webfx.com

Web Developer Internship

Harrisburg, PA

$22/hr

... a mutual fit * Interns will enjoy their own work space and tech set-up at our office, along with ... Home buyer program, profit sharing, personal desk fund, green commute benefits, and the opportunity ...

webfx.com

Web Project Coordinator Internship

Harrisburg, PA · On-site

$17 - $18/hr

... a mutual fit * Interns will enjoy their own work space and tech set-up at our office, along with ... Home buyer program, profit sharing, personal desk fund, green commute benefits, and the opportunity ...

webfx.com

Web Project Coordinator Internship

Harrisburg, PA · On-site

$17 - $18/hr

... a mutual fit * Interns will enjoy their own work space and tech set-up at our office, along with ... Home buyer program, profit sharing, personal desk fund, green commute benefits, and the opportunity ...

webfx.com

IT Support Internship

Harrisburg, PA · On-site

$17 - $18/hr

... a mutual fit * Interns will enjoy their own work space and tech set-up at our office, along with ... Home buyer program, profit sharing, personal desk fund, green commute benefits, and the opportunity ...

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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 23, 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 is an entry level mutual fund?

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.

What are the key skills and qualifications needed to thrive as an entry level mutual fund analyst?

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.

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.
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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 August 2026, with employment types broken down into 2% As Needed, 82% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.

Entry-Level Insurance Sales Agent

NYL - Patrick Piscitelli

Bridgewater, MA

$100K/yr

Full-time

Posted 18 days ago

Job description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/
Compensation:

$80,000 - $100,000 at plan


Responsibilities:
  • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
  • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
  • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
  • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
  • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
  • Hire, develop, and help us expand our field of advisors across the state
  • Lead and motivate our sales team by setting a sales plan for each sales associate, identifying individual sales targets, and overseeing training programs to make sure they’re successful
  • Coach and counsel your sales team members, evaluate their performance, and offer suggestions for improvement
  • Identify new sales opportunities, emerging markets, and lead-generation programs to keep us growing
  • Build and execute business plans to expand our sales volume and help create new sales goals
  • Aid Agents in presenting client solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds
  • Transition into management as an Associate Partner once you have achieved the program requirements
  • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
  • Select, hire, and grow your financial professional team as an associate partner
  • Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program

Qualifications:
  • Required to effectively network to identify potential new clients
  • Relationship management skills are required
  • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity

  • 3-5 years of experience in insurance or investment sales management as a sales executive or in a leadership role in the sales department

  • Exemplary communication skills, leadership skills, and analytical skills

  • Proven track record of sales success

  • Experience in the financial services industry and/or insurance industry is required

  • Sales experience needed

  • Experience in the financial services industry and/or insurance industry is required

If you are:

  • Highly motivated

  • Goal-oriented

  • A strong communicator

  • Organized

  • Seeking a rewarding and challenging career

We would like to learn more about you!


About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of the clients.

Awards Accolades...

We’re proud of our financial strength.

  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA+ Very Strong (Standard Poor’s)