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Mutual Fund Sales Representative Jobs (NOW HIRING)

UMB Financial

Mutual Fund Accountant

Milwaukee, WI · On-site

$51K - $75K/yr

... tasks for mutual fund and collective trust clients. The Registered Fund Accounting group is ... Compensation Range: $51,291 - $75,460 The posted compensation range on this listing represents UMB ...

Americo Life, Inc.

Mutual Fund Assistant

Kansas City, MO · On-site

Provide excellent service to customers and Registered Representative Services. * Review and enter ... Review and forward additional purchases to various mutual fund companies. * Process address changes ...

Americo

Mutual Fund Assistant

Kansas City, MO · On-site

Provide excellent service to customers and Registered Representative Services. * Review and enter ... Review and forward additional purchases to various mutual fund companies. * Process address changes ...

Fwainvest

NY · On-site

## Vice President | Mutual Fund OperationsApplylocations: Saint Petersburg, Florida - United States ... Represent the organization or institution in a variety of industry, institutional, and/or ...

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Mutual Fund Sales Representative information

What is a mutual fund sales representative?

Mutual Fund Sales Representatives are financial professionals who help clients invest in mutual funds. They provide information about different mutual fund options, explain the risks and benefits, and assist customers in selecting funds that match their investment goals. These representatives often work for investment firms, banks, or mutual fund companies, and may also help with account setup, transactions, and ongoing portfolio management. Their role involves strong product knowledge, customer service, and a clear understanding of regulatory requirements.

What are the key skills and qualifications needed to thrive as a mutual fund sales representative?

To thrive as a Mutual Fund Sales Representative, you need a solid understanding of financial markets, investment products, and sales techniques, often supported by a degree in finance or related field and relevant securities licenses (such as FINRA Series 6 or 7). Familiarity with CRM software, financial planning tools, and mutual fund platforms is typically required. Strong interpersonal skills, persuasive communication, and customer service orientation help build client relationships and trust. These skills are crucial for effectively advising clients, meeting sales targets, and ensuring compliance in a highly regulated financial environment.

What are some common challenges mutual fund sales representatives face when building a client base?

Mutual Fund Sales Representatives often encounter challenges such as establishing trust with new clients, differentiating their fund offerings in a competitive market, and staying informed about regulatory requirements. Building a solid client base requires persistence, excellent communication skills, and the ability to educate clients on product features and benefits. Additionally, representatives must consistently follow up with prospects, adapt to changing market trends, and collaborate closely with portfolio managers and compliance teams to ensure accurate information is provided.

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

AspectMutual Fund Sales RepresentativeFinancial Advisor
CredentialsLicenses such as Series 6 or 7, FINRA registrationCertifications like CFP, Series 65/66 often preferred
Work EnvironmentFinancial firms, banks, or brokeragesIndependent or firm-based, client offices, or virtual
Primary FocusSelling mutual funds and investment productsProviding comprehensive financial planning and advice

While both roles involve working with investment products, a Mutual Fund Sales Representative primarily focuses on selling mutual funds and related products, often with a focus on product sales and client acquisition. A Financial Advisor offers broader financial planning services, including investment advice, retirement planning, and wealth management, often requiring more extensive certifications. Both roles are integral to the financial industry but differ in scope and responsibilities.

How much do mutual fund sales representatives make?

Mutual fund sales representatives typically earn a base salary plus commissions, with average total earnings ranging from $50,000 to $100,000 annually. Experienced representatives with strong client portfolios can earn higher incomes, especially when working in competitive financial environments and holding relevant licenses such as the Series 6 or 7.

Is a mutual fund sales representative a good career?

A mutual fund sales representative helps clients select investment products and sells mutual funds, often working in financial services firms. The role requires strong communication skills, knowledge of financial markets, and often a license such as the Series 6 or 7. It can offer commission-based income and opportunities for career growth in finance, but success depends on sales ability and market conditions.

What cities are hiring for Mutual Fund Sales Representative jobs?

Cities with the most Mutual Fund Sales Representative job openings:

What states have the most Mutual Fund Sales Representative jobs?

States with the most job openings for Mutual Fund Sales Representative jobs include:

What are popular job titles related to Mutual Fund Sales Representative jobs?

For Mutual Fund Sales Representative jobs, the most frequently searched job titles are:

Mutual Fund Sales Representative jobs near you
Infographic showing various Mutual Fund Sales Representative job openings in the United States as of August 2026, with employment types broken down into 81% Full Time, 18% Part Time, and 1% Contract. Highlights an 77% Physical, 1% Hybrid, and 22% Remote job distribution.

Senior Fund Accountants-Several!

Greenwich, CT

Tax Staffing Solutions
See more jobs at Tax Staffing Solutionsexternal

$120K - $140K/yr

Full-time

Re-posted 28 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.