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Remote Mutual Fund Trader 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

... as well as personal trading activities for you and members of your household. These same ... LinkedIn Remote Hashtag #LI-RemoteQualifications: * 6+ years related experience (mutual fund and/or ...

Principal Financial Group

Compliance Advisor

Des Moines, IA · On-site +1

$104K - $150K/yr

... as well as personal trading activities for you and members of your household. These same ... LinkedIn Remote Hashtag #LI-RemoteQualifications: * 6+ years related experience (mutual fund and/or ...

Principal Financial Group

Compliance Advisor

Charlotte, NC · On-site +1

$104K - $150K/yr

... as well as personal trading activities for you and members of your household. These same ... LinkedIn Remote Hashtag #LI-RemoteQualifications: * 6+ years related experience (mutual fund and/or ...

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 ...

Nb

Client Associate

New York, NY · On-site +1

$80K - $100K/yr

The Client Associate is a client-facing role supporting the Quality Equity Group's mutual fund ... In addition, this individual will serve as a backup equity trader for the team, stepping in to ...

Neuberger Berman

Client Associate

New York, NY · On-site +1

$80K - $100K/yr

The Client Associate is a client-facing role supporting the Quality Equity Group's mutual fund ... In addition, this individual will serve as a backup equity trader for the team, stepping in to ...

UMB Financial

ETF Lead Fund Accountant

Milwaukee, WI · On-site +1

$76K - $163K/yr

Review and resolve trade detail exceptions to ensure transactions are accurately reflected by ... CST, with Monday to Thursday being in-office and Friday's remote with possible remote work allowed ...

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 ...

Fifth Third Bank

Principal Review Specialist

... of mutual fund trade corrections, review of new business forms for the Registered Investment Advisor and review of 529 College Savings Plan applications. * As assigned, reviews rollovers in ...

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Remote Mutual Fund Trader information

See salary details

$60K

$89.8K

$161.5K

How much do remote mutual fund trader jobs pay per year?

As of Aug 6, 2026, the average yearly pay for remote 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 are the key skills and qualifications needed to thrive as a remote mutual fund trader?

To thrive as a Remote Mutual Fund Trader, you need strong analytical skills, a deep understanding of financial markets, and typically a degree in finance, economics, or a related field. Proficiency with trading platforms, portfolio management software, and certifications such as CFA or Series 7 are often required. Attention to detail, effective communication, and the ability to make quick, informed decisions are important soft skills in this role. These competencies ensure accurate trade execution, compliance with regulations, and successful management of client investments in a fast-paced, remote environment.

What are some common challenges faced by remote mutual fund traders, and how can they be managed?

Remote mutual fund traders often encounter challenges related to communication, market volatility, and maintaining up-to-date information. Since the role relies heavily on timely market data and coordination with colleagues, establishing strong digital communication habits and using secure trading platforms are essential. Staying organized, setting clear work routines, and proactively participating in virtual team meetings can help traders remain aligned with evolving investment strategies. Additionally, remote traders must be diligent in monitoring compliance and risk management protocols to ensure trades are executed accurately and efficiently.

What does a remote mutual fund trader do?

A Remote Mutual Fund Trader buys and sells mutual fund shares on behalf of clients or an investment firm, but works from a location outside of a traditional office. Their responsibilities include executing trades, monitoring market trends, ensuring regulatory compliance, and communicating with clients or portfolio managers. They use online trading platforms and financial software to complete transactions efficiently and securely. Being remote, they rely heavily on technology and must maintain strong attention to detail while managing multiple trades and client accounts.
More about Remote Mutual Fund Trader jobs
What cities are hiring for Remote Mutual Fund Trader jobs? Cities with the most Remote 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:
What states have the most Remote Mutual Fund Trader jobs? States with the most job openings for Remote Mutual Fund Trader jobs include:
What job categories do people searching Remote Mutual Fund Trader jobs look for? The top searched job categories for Remote Mutual Fund Trader jobs are:
Remote Mutual Fund Trader jobs near you
Infographic showing various Remote Mutual Fund Trader job openings in the United States as of August 2026, with employment types broken down into 50% Full Time, and 50% 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 11 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.