Mutual Fund Wholesalers

Mutual Fund Wholesalers Discuss New Funds

A mutual fund is an investment strategy that allows investors to purchase a collection of stocks, bonds, or other securities. Funds are sold to the public through the sale of shares representing an ownership interest. Wholesalers market mutual funds to registered investment advisors, financial planners, family offices, broker/dealers, consultants, insurance companies, and other institutional clients—who then sell them to the public. 

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Quick Facts
Alternate Title(s) External Wholesalers, Internal Wholesalers
Duties Promote the sale of mutual funds to investment advisors, broker/dealers, and other entities
Salary Range $25,000 to $100,000+
Work Environment Primarily Indoors
Best Geographical Location(s) Opportunities are best in large cities
Minimum Education Level
  • Bachelor's Degree
School Subjects
  • Business
  • English
  • Speech
Experience One to three years experience
Personality Traits
  • Enterprising
  • Hands On
  • Outgoing
  • Interpersonal
  • Research
  • Sales
Certification or Licensing Required
Special Requirements Criminal background check and credit check
Employment Prospects Fair
Advancement Prospects Fair
Outlook About as Fast as the Average
Career Ladder
  • Top Executive
  • Manager
  • Wholesaler
  • Associate Wholesaler

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