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Mutual Fund Sales Jobs (NOW HIRING)

Eclaro

Service Associate

Livingston, NJ · On-site

$25.45/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Provide accurate, thorough, and professional responses regarding mutual fund accounts and ... sales calls). * Collaborate effectively within a team environment while maintaining individual ...

New

trainwell

Licensed Investment Representative

Suitland, MD · Remote

$60K - $75K/yr

  • PTO

Recommend and sell mutual fund products aligned with each client's needs and objectives. Manage and ... Commission structure on all investment sales (uncapped earning potential). Paid time off (PTO)

trainwell

Licensed Investment Representative

Suitland, MD · On-site +1

$60K - $75K/yr

  • PTO

Recommend and sell mutual fund products aligned with each client's needs and objectives. Manage and ... Commission structure on all investment sales (uncapped earning potential). Paid time off (PTO)

Alger

Regional Associate

New York, NY · On-site

$80K - $85K/yr

  • Medical

  • Retirement

  • PTO

Cumulative GPA of 3.0 or above required in a 4.0 scale * 2-5 years experience in a client support or internal sales role * 2-5 years experience in the mutual fund/financial services industry

Janus Henderson Investors

Internal Sales Consultant

Denver, CO · On-site

$75K - $120K/yr

  • Medical

  • Retirement

Initiate outbound sales telephone calls to clients and prospective clients to position, promote and ... Knowledge of mutual fund/financial industry products and services * Janus Henderson product ...

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Showing results 21-40

All JobsMutual Fund Sales Jobs

Mutual Fund Sales information

See salary details

$60K

$89.8K

$161.5K

How much do mutual fund sales jobs pay per year?

As of Aug 12, 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?

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.

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.

What are the key skills and qualifications needed to thrive in mutual fund sales, 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.

Is mutual fund sales a good career?

Mutual fund sales is a sales-oriented role that involves advising clients on investment options and meeting sales targets. Success often depends on strong communication skills, industry knowledge, and building client relationships, with earning potential linked to commissions and performance. It can be a rewarding career for those interested in finance and sales, but it also requires ongoing education and compliance with regulations.

How much can you make selling mutual funds?

Mutual fund sales professionals typically earn a combination of base salary and commissions or bonuses based on the funds they sell. Compensation varies widely depending on experience, location, and the firm, with total earnings often ranging from $50,000 to over $150,000 annually. Successful agents with strong client bases can earn higher commissions and bonuses.

Do mutual fund sales pay well?

Mutual fund sales positions can offer competitive compensation, often including base salary 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 sales skills and industry knowledge can enhance earning potential in this role.
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 August 2026, with employment types broken down into 78% Full Time, 21% Part Time, and 1% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.

Sales Operations Coordinator I

Western & Southern Financial Group

Cincinnati, OH • On-site

Full-time

Retirement

Re-posted 15 days ago

Western & Southern Financial Group rating

8.9

Company rating: 8.9 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

48th of 304 rated insurance

Job description

Overview
Facilitates reconciliation of settled trades within Touchstone CRM tool. Initiates and receives calls from various levels of internal and external customers (broker-dealer back-office personnel) relating to reporting, sales, research and various other mutual fund operational-related issues. Updates and maintains systems as necessary. Works with general supervision and is responsible for making a minimal range of decisions.
Responsibilities
What you will do:
  • Monitor for completion and accuracy of Resolution Services vendor, coordinating and assist as necessary with all Mutual Fund, SMA and ETF trade and asset reconciliation.
  • As part of reconciliation process, corrects territory and /or broker dealer affiliation for transactions within defined parameters to ensure credit to the proper submitting firm and wholesaler team.
  • Manage the Perspective Potential Link queue for Firm, Office and Rep records that are being synched between Salespage and Salesforce CRM tools to ensure changes are applied or rejected appropriately. In addition, manage the Salesforce Error queue in conjunction with technical resources to correct synch issues occurring between the two systems.
  • Researches, validates and updates as necessary broker-dealer changes from both external distribution partners and internal sales team members submitted as Service Tickets. Monitor any broker-dealer change requests sent to Transfer Agent and resolution services vendor to ensure congruence of CRM tools.
  • Reviews all newly created house accounts and merged firms and offices for proper registration and territory alignment. Pulls sales and asset data for specialized reports and sends out to the appropriate internal contact.
  • Reviews new transaction codes received on settled trades within CRM to determine coding to apply from pre-determined similarly mapped transactions.
  • Responds to initial requests for standard broker-dealer Selling Agreements by coordinating Firm level review Touchstone Compliance. If approved, sends documentation to external parties, tracking the status, return and ultimate execution of those agreements. Communicates agreement status to various levels of internal and external customers, including service providers ensuring new firms are accurately set up in required systems once agreement is executed.
  • Initiates ad-hoc regulatory fulfillment for shareholder related literature orders received from the Touchstone website.
  • Manage regulatory fulfillment process with print vendors and primary Transfer Agent for routine and non-routine SEC filings, including generation of mailing and eDelivery files for applicable shareholder and advisor populations as required.
  • Receives and forwards along mis-directed hardcopy shareholder mail to the transfer agent for processing. Scans and emails to imaging system those items which do not require originals, overnighting originals or checks and logging items sent.
  • Reviews and coordinates monthly 401k trade moves and required reporting for proper wholesaler compensation and submits details to Accounting.
  • Identifies opportunities for process improvement, participates in procedure development and revisions.
  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications
  • High School Diploma or GED - Required
  • Bachelor's Degree - Preferred
  • Mutual fund and/or ETF back office experience - Preferred
  • Proven experience handling multiple duties and completing assigned tasks accurately and on a timely basis. Cite examples of experience working in a demanding environment with tight time constraints, heavy volumes and multiple demands. - Required
  • Demonstrated knowledge of Salespage and/or Salesforce CRM tools or comparable software - Preferred
  • Proven examples from work experience of maintaining a high degree of accuracy associated with high volumes of work and/or multiple duties. - Required
  • Demonstrated ability to learn new product features and concepts and apply this knowledge on the job in a timely and effective manner. - Required
  • Possess and displays excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style. Ability to prepare correspondence, reports and forms using a prescribed format. - Required
  • Proficient in Microsoft Office products, with emphasis on Excel or other spreadsheet applications. - Required
  • Working knowledge of Database tools and Tableau with the ability to create and run queries. - Preferred
  • Must complete a FINRA background check, including fingerprinting. Upon Hire - Required
  • FINRA SIE and Series 99 - Preferred
Work Setting/Position Demands:
  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.
Travel Requirements:
  • None

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