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Remote Mutual Fund Jobs (NOW HIRING)

trainwell

Licensed Investment Representative

Suitland, MD · Remote

$60K - $75K/yr

This is a remote position where you'll work directly with clients to recommend and manage mutual fund investments, build long-term financial relationships, and help families secure their financial ...

trainwell

Licensed Investment Representative

Suitland, MD · On-site +1

$60K - $75K/yr

This is a remote position where you'll work directly with clients to recommend and manage mutual fund investments, build long-term financial relationships, and help families secure their financial ...

Principal Financial Group

Compliance Advisor

Raleigh, NC · On-site +1

$104K - $150K/yr

LinkedIn Remote Hashtag #LI-RemoteQualifications: * 6+ years related experience (mutual fund and/or insurance carrier broker-dealer compliance experience preferred) * Bachelor's degree, JD, or MBA ...

Principal Financial Group

Compliance Advisor

Des Moines, IA · On-site +1

$104K - $150K/yr

LinkedIn Remote Hashtag #LI-RemoteQualifications: * 6+ years related experience (mutual fund and/or insurance carrier broker-dealer compliance experience preferred) * Bachelor's degree, JD, or MBA ...

Principal Financial Group

Compliance Advisor

Charlotte, NC · On-site +1

$104K - $150K/yr

LinkedIn Remote Hashtag #LI-RemoteQualifications: * 6+ years related experience (mutual fund and/or insurance carrier broker-dealer compliance experience preferred) * Bachelor's degree, JD, or MBA ...

MUFG Investor Services

Fund Accountant

Dallas, TX · On-site +1

Fund Accountant Location: Dallas, Texas OR Remote About MUFG Capital Analytics: MUFG Capital ... mutual funds, and venture capital. Top Workplaces Award in Dallas ? Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Fund Accountant

Dallas, TX · On-site +1

Fund Accountant Location: Dallas, Texas OR Remote About MUFG Capital Analytics: MUFG Capital ... mutual funds, and venture capital. Top Workplaces Award in Dallas ? Ft. Worth 2024 & 2025 MUFG ...

MUFG Investor Services

Fund Controller

Dallas, TX · On-site +1

Fund Controller Location : Dallas, Texas or Remote About MUFG Capital Analytics: MUFG Capital ... mutual funds, and venture capital. Top Workplaces Award in Dallas - Ft. Worth 2024 & 2025 MUFG ...

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Remote Mutual Fund information

See salary details

$60K

$89.8K

$161.5K

How much do remote mutual fund jobs pay per year?

As of Aug 3, 2026, the average yearly pay for remote mutual fund 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 are some common challenges faced by remote mutual fund analysts, and how can they be effectively managed?

Remote mutual fund analysts often encounter challenges such as coordinating with portfolio managers and research teams across different time zones, staying up-to-date with market developments, and maintaining secure data access. Effective communication through regular virtual meetings and collaboration tools is essential for synchronizing research efforts. Additionally, leveraging secure, cloud-based platforms ensures data privacy and seamless access to analytics resources, helping analysts remain productive and connected in a remote environment.

What is a Remote Mutual Fund job?

A Remote Mutual Fund job typically involves working with mutual fund companies or investment firms from a remote location, such as your home. These roles can include tasks like managing fund portfolios, analyzing market trends, providing customer support, or handling administrative duties related to mutual funds. Remote positions allow professionals to access financial data, communicate with clients, and execute trades using digital platforms. This flexibility can be ideal for those seeking a work-life balance while building a career in finance. The specific responsibilities will vary depending on the company and the exact role within the mutual fund sector.

What is the difference between Remote Mutual Fund and Remote Financial Advisor?

AspectRemote Mutual FundRemote Financial Advisor
CredentialsSeries 6/7, CFP (optional)Series 7, 66, CFP (preferred)
Work EnvironmentResearch, fund analysis, portfolio managementClient consultations, financial planning, investment advice
Industry UsageAsset management firms, mutual fund companiesFinancial planning firms, banks, independent advisors

Remote Mutual Fund roles focus on managing and analyzing mutual funds, often requiring certifications like Series 6 or 7. Remote Financial Advisors provide personalized financial advice and planning, typically holding Series 7, 66, and CFP certifications. While both work remotely within the finance industry, their core responsibilities differ: one manages funds, the other advises clients. Understanding these distinctions helps job seekers find the right remote finance role aligned with their credentials and career goals.

What are the key skills and qualifications needed to thrive as a Mutual Fund Analyst working remotely, and why are they important?

To thrive as a Remote Mutual Fund Analyst, you need a solid background in finance, investment analysis, and portfolio management, typically supported by a degree in finance or economics and relevant certifications such as CFA or CIPM. Familiarity with analytical tools like Bloomberg Terminal, Morningstar Direct, and portfolio management software is essential. Strong attention to detail, self-motivation, and effective virtual communication set standout analysts apart in a remote setting. These skills and qualities are crucial for delivering accurate investment insights, collaborating with distributed teams, and supporting optimal fund performance from any location.
More about Remote Mutual Fund jobs
What cities are hiring for Remote Mutual Fund jobs? Cities with the most Remote Mutual Fund job openings:
What are the most commonly searched types of Mutual Fund jobs? The most popular types of Mutual Fund jobs are:
What states have the most Remote Mutual Fund jobs? States with the most job openings for Remote Mutual Fund jobs include:
What job categories do people searching Remote Mutual Fund jobs look for? The top searched job categories for Remote Mutual Fund jobs are:
Remote Mutual Fund jobs near you
Infographic showing various Remote Mutual Fund job openings in the United States as of July 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 100% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.

Licensed Investment Representative

trainwell

Suitland, MD • Remote

$60K - $75K/yr

Full-time

PTO

Re-posted 8 days ago

Job description

About the Role

We're looking for a Licensed Investment Representative to join a growing insurance agency. This is a remote position where you'll work directly with clients to recommend and manage mutual fund investments, build long-term financial relationships, and help families secure their financial futures. If you're licensed, experienced, and hungry to grow — this is for you.
About Trainwell

Trainwell is a premier sales training and coaching platform built exclusively for insurance professionals. We help agencies and their teams sharpen their skills, close more business, and build sustainable growth through hands-on coaching, world-class training content, and AI-powered sales tools. When you join an agency backed by Trainwell, you're joining a team that invests in your development from day one.

Key Responsibilities

Conduct investment consultations with clients to assess financial goals, risk tolerance, and investment timelines. Recommend and sell mutual fund products aligned with each client's needs and objectives. Manage and review existing investment portfolios, providing ongoing guidance and rebalancing recommendations. Educate clients on investment options, market conditions, and long-term wealth-building strategies. Maintain compliance with all FINRA regulations, company policies, and state licensing requirements. Generate new business through referrals, agency cross-selling, and proactive client outreach. Collaborate with the agency team to identify investment opportunities within the existing book of business. Maintain accurate records of all transactions, client interactions, and compliance documentation.

Requirements

Requirements

SIE (Securities Industry Essentials) — Required. Series 6 (Investment Company/Variable Contracts Products Representative) — Required. Series 63 (Uniform Securities Agent State Law) — Required. Prior experience investing and managing mutual funds — Required. Strong understanding of investment products, financial planning principles, and suitability standards. Excellent communication and relationship-building skills. Self-motivated with the ability to work independently in a remote environment. Detail-oriented with strong organizational and compliance habits.

Preferred Qualifications

Series 65 or Series 66 license. Experience working within a captive insurance agency model. Background in insurance and financial services cross-selling.

Benefits

Base salary: $60,000–$75,000 annually.
Commission structure on all investment sales (uncapped earning potential).
Paid time off (PTO). Remote work flexibility.