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Mutual Fund Trader Jobs (NOW HIRING)

UMB Financial

Mutual Fund Accountant

Milwaukee, WI

$38K - $56K/yr

... tasks for mutual fund and collective trust clients. The Registered Fund Accounting group is ... Review and resolve trade detail exceptions to ensure transactions are accurately reflected by ...

US Bank

Mutual Fund Specialist

Milwaukee, WI · Hybrid

$22.50 - $30/hr

Join a fast-paced operations team responsible for processing complex mutual fund transactions ... Analyzes and enters trade cancellations, account corrections, dividend and capital gain corrections ...

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Russell Tobin

Mutual Fund Specialist

Milwaukee, WI · On-site

As a Transfer Agent, we act as a liaison and provide service to over 200 mutual fund and ... Provide prompt notification of trade activity to internal and external clients as required. * Serve ...

First Hawaiian, Inc.

Equity Trader & Analyst

Honolulu, HI · On-site

$70K - $90K/yr

This role is responsible for executing equity, ETF, and mutual fund trades as directed by Investment Officers and other departments within the Wealth Management Group. The position maintains and ...

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Mutual Fund Trader information

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$60K

$89.8K

$161.5K

How much do mutual fund trader jobs pay per year?

As of Aug 6, 2026, the average yearly pay for mutual fund trader 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 does a typical day look like for a mutual fund trader, and how do they collaborate with other roles on the investment team?

A typical day for a Mutual Fund Trader involves monitoring financial markets, executing trades based on portfolio manager instructions, and ensuring timely settlement of transactions. Traders frequently analyze market trends, maintain compliance with trading regulations, and update internal records for portfolio accuracy. Collaboration with portfolio managers, analysts, and operations teams is a key part of the role to align trading activity with the overall investment strategy. This teamwork ensures investment goals are met, risk is managed, and that all trades are executed efficiently in a fast-paced environment.

What does a mutual fund trader do?

A Mutual Fund Trader is responsible for executing buy and sell orders of mutual fund shares on behalf of clients or the firm. They monitor market trends, ensure trades comply with regulations, and work to secure the best possible pricing for transactions. Additionally, they may reconcile trade discrepancies, interact with fund managers, and provide updates to clients or internal teams. Strong attention to detail, market knowledge, and the ability to work in a fast-paced environment are key skills for this role.

What are the key skills and qualifications needed to thrive in the mutual fund trader position, and why are they important?

To thrive as a Mutual Fund Trader, a strong background in finance, quantitative analysis, and market research—often with a relevant degree such as finance or economics—is essential. Familiarity with trading platforms, portfolio management systems, and industry certifications like the Series 7 or CFA designation is highly valued. Exceptional attention to detail, stress management, and effective communication are standout soft skills in this position. These skills ensure traders can make quick, sound decisions, efficiently execute trades, and collaborate with portfolio managers to drive fund performance.

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What cities are hiring for Mutual Fund Trader jobs? Cities with the most Mutual Fund Trader job openings:
What are the most commonly searched types of Mutual Fund Trader jobs? The most popular types of Mutual Fund Trader jobs are:
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Mutual Fund Trader jobs near you
Infographic showing various Mutual Fund Trader job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 12% Part Time, and 4% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.

Mutual Fund Trader

First Command Financial Services, Inc.

Fort Worth, TX • On-site

Full-time

Re-posted 21 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description


How will your role impact First Command?
The Client Service Center (CSC) is the primary support center for First Command's clients and field partners and has a deep culture of client-obsessed service and the highest ethical standards. The Trader role supports our clients, employees, and field partners, with a full range of servicing by responding to inbound calls, performing trade executions, money movement requests, account corrections, problem-solving, offline report monitoring, and acting as a client advocate in all situations.
This position supports investment trade execution and requires knowledge of brokerage and investment operational functions as well as regulatory rules and reporting requirements. The TRADER must accurately execute trades via First Command's brokerage platform and/or ticketing system. This position requires a consultative approach to ensure advisor and client requests are accomplished while meeting industry and/or First Command regulations, policies, and procedures. Acting as a Subject Matter Expert, the TRADER will participate, both individually and collaboratively, in divisional projects of varying service and operational nature, including but not limited to report monitoring, relationship development, training, documentation, and process improvement.
What will you be doing?
  • Demonstrated passion for people, having a strong client focus, and desire to provide a superior level of service
  • Demonstrate integrity and high ethical standards
  • Strong ability to successfully balance competing priorities in a fast-paced environment
  • Superior customer service skills with the ability to diffuse situations and solve conflicts in a cordial manner
  • Specific operational knowledge of investment products (specifically mutual funds, variable annuities, and mutual fund wrap programs)
  • Thorough understanding of the financial industry and policies, procedures, and regulatory requirements related to investment trading
  • Ability to partner and collaborate in cross-functional teams for client support and issue resolution
  • Strong interpersonal, communication, and time management skills
  • Strong analytical and problem-solving skills

What value will you provide?
  • Assist clients and advisors with trading strategies, executing investment trades, and money movement transactions
  • Assist with questions and education for employees, clients, and field partners regarding investment trading policies and procedures
  • Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better understand the situation and working with Support Staff, outside Business Partners, and/or QM to reach a resolution
  • Conducts insightful problem solving for clients taking the time to investigate the client's current situation and ask questions to learn what course of action is in the client's best interests
  • Follow up with clients when necessary to provide status updates and to close out service requests
  • Required to document details of all client and advisor interactions

What skills/qualifications do you need?
Education
  • Bachelor's degree or equivalent work experience required

Work Experience
  • 2+ years of brokerage industry or equivalent experience required
  • 1+ years of contact center experience preferred
  • 1+ years of experience in brokerage and investment trading preferred

Certifications
  • Series 7 and 66 (or equivalent) required and/or must be obtained within 180 days from licensing start date
  • Life & Health Insurance License required and/or must be obtained within 180 days from licensing start date

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What First Command Financial Services employees say

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Benefits

Hours and flexibility

Workplace

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About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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