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Mutual Fund Representative Jobs (NOW HIRING)

UMB Financial Corporation

Fund Accountant II

Milwaukee, WI · On-site

$43K - $82K/yr

... mutual fund and collective trust clients. As the Fund Accountant I , you are responsible for all ... represents UMB's standard for this role, but the actual compensation may vary by geographic ...

trainwell

Licensed Investment Representative

Suitland, MD · On-site +1

$60K - $75K/yr

About the Role We're looking for a Licensed Investment Representative to join a growing insurance ... Recommend and sell mutual fund products aligned with each client's needs and objectives. Manage and ...

trainwell

Licensed Investment Representative

Suitland, MD · Remote

$60K - $75K/yr

About the Role We're looking for a Licensed Investment Representative to join a growing insurance ... Recommend and sell mutual fund products aligned with each client's needs and objectives. Manage and ...

UMB Financial

Fund Accountant II

Milwaukee, WI · On-site

$43K - $82K/yr

... mutual fund and collective trust clients. As the Fund Accountant I , you are responsible for all ... represents UMB's standard for this role, but the actual compensation may vary by geographic ...

UMB Financial

ETF Fund Accountant I

Milwaukee, WI · On-site +1

$43K - $82K/yr

... mutual fund and collective trust clients. As the Fund Accountant I , you are responsible for all ... represents UMB's standard for this role, but the actual compensation may vary by geographic ...

Manulife

Fund Administration Manager

Boston, MA · On-site

$75K - $102K/yr

Represent TPS and play an active role in various internal committees. * Coordinate the completion ... At least 10 years' experience in the mutual fund accounting, operations, or financial services ...

Desjardins Group

Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Drive results, Interpersonal Savvy Trade Union (If applicable) At Desjardins, we believe in ...

SS&C

N-PORT Data Analyst

Denver, CO · Hybrid

The ideal candidate will possess strong knowledge of mutual fund operations, portfolio data, and ... Knowledge of additional regulatory filings such as N-CEN, N-CSR, or Form PF is a plus.

SS&C Technologies

N-PORT Data Analyst

Denver, CO · On-site

The ideal candidate will possess strong knowledge of mutual fund operations, portfolio data, and ... Knowledge of additional regulatory filings such as N-CEN, N-CSR, or Form PF is a plus.

Desjardins Group

Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...

Desjardins Group

Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required * Advanced proficiency of English due to the nature of the duties or work tools or because ...

Manulife and John Hancock

Tax Analyst

Boston, MA · On-site

$61K - $103K/yr

Prepare and review complex mutual fund tax provisions, audit workpapers, and federal, state, and ... A Human Resources representative will work with applicants who request a reasonable accommodation ...

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Mutual Fund Representative information

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$7

$32

$70

How much do mutual fund representative jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for mutual fund representative in the United States is $32.05, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $40.14 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Mutual Fund Representative, and why are they important?

To thrive as a Mutual Fund Representative, you need a solid understanding of financial products, investment strategies, and regulatory compliance, typically backed by a relevant degree and licensing such as FINRA Series 6 or 7. Familiarity with financial planning software, CRM systems, and mutual fund analysis tools is essential for daily operations. Exceptional interpersonal skills, active listening, and the ability to build client trust set top representatives apart. These skills are crucial for delivering sound investment advice, ensuring regulatory adherence, and cultivating lasting client relationships.

What are some common challenges faced by Mutual Fund Representatives, and how can they be effectively managed?

Mutual Fund Representatives often encounter challenges such as explaining complex investment products to clients with varying levels of financial knowledge and navigating fluctuating market conditions. Success in this role requires strong communication skills, adaptability, and staying current with financial market trends. Effective representatives build trust by providing clear, tailored advice and maintaining transparent communication, especially during periods of market volatility. Ongoing professional development and collaboration with colleagues in compliance, research, and client services can also help address these challenges and enhance client satisfaction.

What is the difference between Mutual Fund Representative vs Financial Advisor?

AspectMutual Fund RepresentativeFinancial Advisor
CertificationsSeries 6 or 7, FINRA registrationSeries 7, 66, CFP (optional)
Work EnvironmentFinancial firms, banks, brokeragesIndependent or firm-based, client offices
Job FocusPromoting mutual funds and investment productsHolistic financial planning and advice

Mutual Fund Representatives primarily sell mutual funds and related investment products, often working within financial firms. Financial Advisors provide broader financial planning services, including investments, retirement, and estate planning. While both roles require securities licenses, Financial Advisors typically have more comprehensive certifications and offer personalized advice beyond mutual funds. Understanding these differences helps clients choose the right professional for their financial needs.

What are mutual fund representatives?

Mutual fund representatives are financial professionals who help clients buy, sell, and manage investments in mutual funds. They provide information about different funds, explain investment options, and assist with the paperwork required to open or manage mutual fund accounts. Mutual fund representatives may also offer guidance based on clients’ financial goals and risk tolerance, though they typically cannot provide detailed, personalized financial planning unless properly licensed. They usually work for investment firms, banks, or mutual fund companies and must be registered with regulatory bodies, depending on the country.
More about Mutual Fund Representative jobs
What states have the most Mutual Fund Representative jobs? States with the most job openings for Mutual Fund Representative jobs include:
What job categories do people searching Mutual Fund Representative jobs look for? The top searched job categories for Mutual Fund Representative jobs are:
Mutual Fund Representative jobs near you
Infographic showing various Mutual Fund Representative job openings in the United States as of June 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Contract. Highlights an 68% In-person, 19% Hybrid, and 13% Remote job distribution, with an average salary of $66,670 per year, or $32.1 per hour.
Shareholder Services Specialist II

Shareholder Services Specialist II

ultimus

Englewood, CO • On-site

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

SUMMARY

The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in-depth mutual fund knowledge and will interact directly with shareholders, financial representatives, team members, and management.

KEY ACCOUNTABILITIES

SHAREHOLDER AND FINANCIAL REPRESENTATIVE SUPPORT

  • Answers incoming call, email, and chat interactions.
  • Initiates outgoing call interactions.
  • Answers incoming email and chat interactions
  • Answers questions regarding existing mutual funds serviced. Knowledge obtained from mutual fund websites, fund literature, or performance reports and regulatory documents will be utilized to answer questions.
  • Answers questions regarding existing mutual fund shareholder accounts. Knowledge obtained from the transfer agent recordkeeping system will be utilized to answer questions.
  • Inputs complex trades such as model rebalances, end-result exchanges, large dollar trades, automated investment plans, systematic withdrawals, etc. into a recordkeeping system.
  • Inputs complex shareholder account maintenance such as account linking, account restrictions, model updates, etc., into recordkeeping system.
  • Completes quality control reviews on work performed by members of the team.
  • Assists with onboarding of new department associates.

COMPLIANCE AND SUPPORT ACTIVITIES

  • Learns and utilizes compliance procedures, desk policies and legal requirements, Fund Knowledge Base, voice communication platform, transfer agent recordkeeping and workflow system, call performance standards and guidelines, and online portals.

WORKING RELATIONSHIPS

  • Daily contact with shareholders, financial representatives, broker-dealer firms, and fund companies.
  • Daily contact with members of team and internal departments regarding follow-up inquiries, open workflow, collateral orders, etc.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

  • Undergraduate degree in business administration, finance, or related area.
  • Series 6 or 7 license or ability to obtain within 3 months of employment.
  • 3-5 years of experience in client services or related field.
  • Experience within the back-office of a retirement services department, clearing firm, brokerage firm, mutual fund department, or within the financial services industry.

KNOWLEDGE

  • Mutual funds and retirement plans.
  • Microsoft Office Suite.
  • Adobe Acrobat.

SKILLS AND ABILITIES

  • Provides exceptional customer service skills using proper phone etiquette.
  • Comprehends, retains, and explains services, company policies, and legal requirements to shareholders and financial representatives.
  • Troubleshoots issues utilizing creative and critical thinking skills.
  • Multitasking, analytical, and organizational skills.
  • Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
  • Demonstrates personal integrity, responsibility, and accountability.
  • Effectively uses resources such as time and information in conjunction with associates.
  • Participates in solving problems and making decisions.
  • Presents and expresses ideas and information, written and oral, clearly, and concisely.
  • Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
  • Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
  • Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
  • Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Equivalent education, experience, and KSA’s will be considered.

Apply