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Mutual Fund Sales Jobs (NOW HIRING)

UBS

Mutual Fund Product Specialist

Weehawken, NJ · On-site

$90K - $120K/yr

... Sales Desk, advisory program teams, Service Group, CIO, Advanced Planning, and other internal ... 450 mutual fund providers, partnering with Legal to manage the contract lifecycle, including ...

SS&C

Senior Regulatory Compliance Analyst

Edina, MN · Hybrid

$55K - $110K/yr

Must have experience in the principal review of mutual fund, ETF and private fund sales material; * Demonstrates knowledge of SEC, FINRA, and other regulatory requirements related to broker-dealers ...

SS&C

Senior Regulatory Compliance Analyst

Boston, MA · Hybrid

$55K - $110K/yr

Must have experience in the principal review of mutual fund, ETF and private fund sales material; * Demonstrates knowledge of SEC, FINRA, and other regulatory requirements related to broker-dealers ...

SS&C

Senior Regulatory Compliance Analyst

Dublin, OH · Hybrid

$55K - $110K/yr

Must have experience in the principal review of mutual fund, ETF and private fund sales material; * Demonstrates knowledge of SEC, FINRA, and other regulatory requirements related to broker-dealers ...

SS&C

Senior Regulatory Compliance Analyst

Denver, CO · Hybrid

$55K - $110K/yr

Must have experience in the principal review of mutual fund, ETF and private fund sales material; * Demonstrates knowledge of SEC, FINRA, and other regulatory requirements related to broker-dealers ...

SS&C

Senior Regulatory Compliance Analyst

Kansas City, MO · Hybrid

$55K - $110K/yr

Must have experience in the principal review of mutual fund, ETF and private fund sales material; * Demonstrates knowledge of SEC, FINRA, and other regulatory requirements related to broker-dealers ...

Arrow Funds

Regional Sales

Miami, FL · On-site

Arrow Funds is looking for regional sales consultants for selected metropolitan areas. We are ... Please see the Morningstar links to our above-average mutual fund and ETFs: * Arrow DWA Balanced

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Mutual Fund Sales information

See salary details

$60K

$89.8K

$161.5K

How much do mutual fund sales jobs pay per year?

As of Jul 19, 2026, the average yearly pay for mutual fund sales 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 a Mutual Fund Sales job?

A Mutual Fund Sales job involves selling and promoting mutual funds to clients, including individuals and institutions. Professionals in this role provide investment advice, assess client needs, and recommend suitable mutual fund products. They must understand market trends, risk factors, and regulatory guidelines to help clients make informed decisions. Strong communication and sales skills are essential, as building and maintaining client relationships is a key part of the job.

Do mutual funds pay well?

Mutual fund sales roles can offer competitive compensation, often including base salaries plus commissions or bonuses based on sales performance. Earnings vary depending on experience, location, and the firm, with successful representatives potentially earning a substantial income. Strong communication skills and industry knowledge are important for success in this field.

How much does a mutual fund agent earn?

A mutual fund agent's earnings typically consist of commissions and fees from selling mutual funds, with annual incomes ranging from $30,000 to $70,000 depending on experience, location, and sales performance. Successful agents with strong client bases can earn higher commissions and bonuses, especially if they hold relevant certifications and have good sales skills.

What is the typical career path for someone in Mutual Fund Sales?

Professionals in Mutual Fund Sales often start as entry-level sales associates or representatives, focusing on building a client base and gaining product knowledge. With experience and a proven track record, many advance to senior sales roles, relationship management, or even sales team leadership. Some also transition into broader investment advisory positions or product specialist roles within financial institutions. Demonstrating strong performance and a commitment to ongoing professional development can open up substantial growth opportunities within this dynamic and rewarding sector.

How do mutual fund sales work?

Mutual fund sales involve financial professionals or sales agents offering shares of mutual funds to investors. Salespeople typically explain fund features, performance, and risks, and may earn commissions or fees for each sale. Successful sales require knowledge of investment products and compliance with industry regulations.

What are the key skills and qualifications needed to thrive in the Mutual Fund Sales position, and why are they important?

To excel in Mutual Fund Sales, you need strong knowledge of investment products, financial markets, and sales strategies, generally supported by a degree in finance or a related field and relevant FINRA licenses such as the Series 6 or 7. Familiarity with CRM software, portfolio analysis tools, and compliance management systems is often required. Outstanding interpersonal skills, persuasive communication, and the ability to build trust with clients set top performers apart. These competencies are crucial for effectively advising clients, achieving sales targets, and maintaining long-term client relationships in a competitive financial services environment.

What is the 80% rule for mutual funds?

The 80% rule for mutual funds typically refers to the guideline that a fund should hold at least 80% of its assets in securities that align with its investment objective. For mutual fund sales professionals, understanding this rule helps in explaining fund strategies and ensuring compliance with investment policies. It also emphasizes the importance of diversification and risk management in client portfolios.
More about Mutual Fund Sales jobs
What states have the most Mutual Fund Sales jobs? States with the most job openings for Mutual Fund Sales jobs include:
What job categories do people searching Mutual Fund Sales jobs look for? The top searched job categories for Mutual Fund Sales jobs are:
Mutual Fund Sales jobs near you
Infographic showing various Mutual Fund Sales job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 23% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.

Senior Fund Accountants-Several!

Tax Staffing Solutions

Greenwich, CT

$120K - $140K/yr

Full-time

Posted 5 days ago

Job description

ABOUT THE COMPANY:

Global Asset Management firm headquartered in Greenwich, CT. They have a strong reputation as a leader in alternative investment strategies and innovative equity strategies with traditional long-only benchmarks.
 
SENIOR MUTUAL FUND ACCOUNTANT

The successful candidate will be responsible for financial reporting, budgeting, valuations, SEC filings, board reporting and vendor oversight for ~10 mutual funds. The Mutual Fund Accountant will interact with all areas of the firm (portfolio management, trading, mutual fund sales, operations, legal, compliance and client administration) and will work closely with the Fund’s CEO and CFO.

COMPENSATION

Compensation for these positions are targeted for at $120K-$140K total but compensation will be commensurate with experience.
 
 

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