Mutual Funds Jobs

Field-based sales consultant to advise financial advisors on Columbia Threadneedle mutual funds and separate accounts while driving regional sales and deepening advisor relationships.

Lord Abbett is seeking early-career Advisor Consultants to undergo comprehensive training and support Financial Advisors while preparing for Series 7, 66 and SIE licensing.

Lord Abbett is seeking an early-career Advisor Consultant to complete intensive training, support regional Financial Advisors, and pursue Series 7/66/SIE licenses while contributing to business growth and client relationship development.

Redwood Credit Union is hiring a licensed Financial Advisor in San Rafael to provide investment and retirement advice, execute trades, and support Members’ financial goals while maintaining regulatory compliance.

Wealth Management Advisor needed to deliver advisory program support, account assistance, and trading guidance to advisors and branch personnel at a Harrison, NY financial firm.

John Hancock seeks an Internal Business Consultant to provide portfolio analysis, practice management guidance, and product expertise that helps advisors grow business and increase AUM.

Redwood Credit Union is seeking an organized Investment Coordinator in Santa Rosa to support Wealth Management advisors with trade processing, account documentation, and member service.

WisdomTree seeks a Compliance Analyst to review and approve marketing and communications materials for regulatory compliance across digital and print channels.

U.S. Bank is hiring a UBIS Field Operation Specialist in Glendale, CA to accurately index incoming advisor and client documents, process mutual fund paperwork, and support account identification in a hybrid operations environment.

Experienced Business Analyst needed at U.S. Bank to lead Transfer Agent product initiatives and support mutual fund operations in a hybrid work setting.

A strategic, collaborative Senior Manager role at Fidelity focused on enhancing managed accounts investment solutions and product growth.