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Entry Level Mutual Fund Jobs (NOW HIRING)

Arrow Funds

Entry Level-Sales

Laurel, MD

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 ...

Arrow Investment Advisors

Entry Level-Sales

Laurel, MD · On-site

$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 ...

Wisconsin

H&C Power Plant Operator - Entry

Madison, WI · On-site

$33.86/hr

The H&C Plant Operator - Entry position is an entry-level role offering comprehensive on-site ... communication, mutual support, and shared goals. This role requires the ability to perform ...

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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 Jun 1, 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 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.

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.

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.
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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 May 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 89% Physical, 7% Hybrid, and 4% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.
Advisor Support Consultant

Advisor Support Consultant

The Hartford Financial Services Group, Inc.

Wayne, PA • On-site

$55K/yr

Full-time

Posted 27 days ago

The Hartford rating

8.8

Company rating: 8.8 out of 10

Based on 103 frontline employees who took The Breakroom Quiz

52nd of 259 rated insurance

Job description

Sales Support Associate - 87PR7N
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
OVERVIEW OF THE ROLE
Hartford Funds is seeking 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 securities licenses. Advisor Support Consultants will work with financial advisors, advisor consultants, and internal sales professionals to further their knowledge of the financial services industry.
If you are smart and eager to learn, then you will develop the skills and expertise needed to thrive at Hartford Funds. Our robust and ongoing training program provides the resources and tools that new hires need to be successful.
WHAT ARE THE RESPONSIBILITIES OF THE POSITION?
  • Respond to phone calls from financial advisors promptly and professionally, following established criteria
  • Explain in detail the features, benefits and advantages of Hartford Funds' products and funds
  • Provide personalized, web-based hypothetical illustrations
  • Place supply orders for marketing material
  • Follow-up with representatives with answers to questions or to make sure information was received and understood
  • Log phone calls into our computer system for tracking purposes
  • Act as a liaison between home office and wholesalers in the field
  • Assist in the training and development process of new employees
  • Once licensed, make outbound phone calls to financial advisors regarding new products, marketing ideas, special meetings, etc.

WHAT ARE WE LOOKING FOR?
  • Having passed the Securities Industry Essentials (SIE) Exam is a requirement. Please note that the passing of the Series 7 and 63 exams will be required during the first year of employment.
  • Flexible and adaptable; ability to thrive in dynamic fast-paced environment; strong organizational and time management skills.
  • Strong written and verbal communication skills
  • Ability to work well with others and function well as a member of a team
  • Responsible, conscientious, and self-motivated
  • Positive, flexible attitude
  • Strong PC Skills
  • Possess the ability to accept, create and manage change
  • Display willingness to quickly learn product lines, procedures and workflows
  • Create and maintain a harmonious work environment

Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$55,000 - $55,000
Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits

What The Hartford employees say

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Benefits

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Workplace

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Hartford logo

About Hartford

Sourced by ZipRecruiter

Hartford Financial Services Group, widely recognized as The Hartford, is a renowned company based in Hartford, CT, US. Established in 1810, it has evolved into an industry leader in the insurance and financial services sector, proudly serving more than one million businesses in the US. The Hartford is committed to offering a gamut of insurance products that include homeowners, automobile, and business insurance as well as employee benefits and mutual funds. The company’s core values revolve around customer-focused innovations, diversity and inclusion, and ethical dealings that have earned them a customer-centric reputation. This shapes their mission which revolves around aiding their clients to overcome unforeseen obstacles and enhancing their wealth over time. Among the company's noted accomplishments is being consistently listed among the World's Most Ethical Companies, a testament to their unwavering commitment towards responsible business practices.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Hartford, CT, US

Year founded

1810

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