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Mutual Fund Representative Jobs (NOW HIRING)

Manulife

Tax Analyst

Boston, MA · Hybrid

$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 ...

SS&C

Senior Associate, Fund Reporting

Braintree, MA · Hybrid

$63K - $115K/yr

... CSR), and other regulatory filings for a diverse portfolio of mutual funds, ETFs, and other ... Reconcile fund accounting records with reporting data to identify and resolve discrepancies.

SS&C

Senior Associate, Fund Reporting

Boston, MA · Hybrid

$63K - $115K/yr

... CSR), and other regulatory filings for a diverse portfolio of mutual funds, ETFs, and other ... Reconcile fund accounting records with reporting data to identify and resolve discrepancies.

Invesco

Principal, Fund Reporting

Houston, TX · Hybrid

$132K/yr

Representing Fund Reporting on Office of Fund CFO (OFCFO) committees. This involves understanding ... Mutual Fund experience and/or financial reporting experience is preferred. * People or process ...

Desjardins Group

Personal Finance Advisor

Alma, GA · Hybrid

Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required * Knowledge of current financial, economic, political and legislative events * Knowledge of ...

Invesco

Principal, Fund Reporting

Houston, TX · On-site

$132K/yr

Representing Fund Reporting on Office of Fund CFO (OFCFO) committees. This involves understanding ... Mutual Fund experience and/or financial reporting experience is preferred. * People or process ...

SS&C

Senior Associate, Fund Reporting

New York, NY · Hybrid

$63K - $115K/yr

... CSR), and other regulatory filings for a diverse portfolio of mutual funds, ETFs, and other ... Reconcile fund accounting records with reporting data to identify and resolve discrepancies.

SS&C

Senior Associate, Fund Reporting

Union, NJ · Hybrid

$63K - $115K/yr

... CSR), and other regulatory filings for a diverse portfolio of mutual funds, ETFs, and other ... Reconcile fund accounting records with reporting data to identify and resolve discrepancies.

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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.

Tax Analyst

Manulife

Boston, MA • Hybrid

$61K - $103K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

Job description

As a Tax Analyst , you will support the tax compliance of mutual fund products by assisting with the preparation and review of complex federal and state tax provisions and returns. Working under manager supervision, the position contributes to accurate reporting and adherence to regulatory requirements in a highly regulated environment. It offers handson exposure to endtoend tax processes and the opportunity to deepen expertise in investment and mutual fund taxation.

Position Responsibilities:

  • Prepare and review complex mutual fund tax provisions, audit workpapers, and federal, state, and foreign tax returns.
  • Analyze portfolio holdings and complex securities (e.g., derivatives, partnerships, REITs, PFICs) and manage related tax treatments and adjustments.
  • Perform earnings & profits calculations, booktotax analyses, distribution impacts, RIC qualification, and shareholder tax reporting (including 1099s).
  • Collaborate crossfunctionally with Treasury, Financial Reporting, Investment Operations, IT, custodians, and Portfolio Managers; support system and process improvements.
  • Support governance and risk management through internal controls, tax disclosures, fund merger analysis, mentoring of analysts, and ongoing tax research and strategy recommendations.

Qualifications:

  • Bachelors degree in Accounting or Finance.
  • 2-4 years prior tax or mutual fund accounting experience necessary.
  • Ability to understand financial statements and related reports and spreadsheets.
  • Proficiency in Microsoft Excel, use of macros, and Word required
  • Understanding of mutual fund related tax code sections, forms and elections, and tax adjustments of securities.
  • Must be able to demonstrate knowledge of standard RIC tax adjustments.
  • Ability to communicate well across all mediums and with both internal and external relationships.
  • Organizational skills necessary to meet deadlines, prioritize projects, and process several projects simultaneously.
  • Strong analytical skills and ability to work well in a changing environment

When you join our team:

  • We'll empower you to learn and grow the career you want.
  • We will acknowledge and assist you in an adaptable setting where wellness and diversity go beyond mere words.
  • As a member of our distributed team, we'll assist you in crafting the future you envision.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.

Referenced Salary Location

Boston, Massachusetts

Working Arrangement

Hybrid

Salary range is expected to be between

$61,875.00 USD - $103,125.00 USD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

Company: John Hancock Life Insurance Company (U.S.A.)

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