Mutual Fund Representative

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What is the Mutual Fund Representative’s role?

The Mutual Fund Representative’s job is to build their own clientele and serve investors’ investment, retirement and estate planning needs. Mutual Fund Representatives are employed throughout the financial services industry by mutual fund dealers and independent financial planning firms. Personal Banking Representatives and many Insurance Sales Agents may also become licensed to sell mutual funds. Unlike Investment Advisors, who are licensed to deal in stocks and bonds in addition to mutual funds, Mutual Fund Representative are only licensed to advise on and sell mutual fund investment products.

What are the responsibilities of this role?

  • Building a book of business and open accounts for new clients
  • Analyzing client needs and recommend mutual funds best suited to investment, retirement and estate planning goals
  • Receiving and execute orders to buy or sell mutual fund units
  • Providing clients with account information and performance reports

What are the alternate names for this role?

Mutual Fund Sales Representative (MFSR)

What is the earning potential for this role?

Earning potential can potentially exceed the maximum stated based on commission and fees for the individual Investment Advisor performance and place of employment.
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What are the required & recommended credentials and courses?

Below are the courses and credentials required and/or recommended for this career.

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