Description
Sell and service mutual fund investments for individuals and businesses. Advise on fund selection and asset allocation, process purchases, redemptions, and exchanges, provide market and product guidance, and ensure regulatory compliance and accurate recordkeeping.
Skills
Content
- • Reading Comprehension
- • Active Listening
- • Writing
- • Speaking
- • Mathematics
Process
- • Critical Thinking
- • Active Learning
- • Monitoring
Social Skills
- • Social Perceptiveness
- • Persuasion
- • Negotiation
- • Service Orientation
Complex Problem Solving Skills
- • Complex Problem Solving
Systems Skills
- • Judgment and Decision Making
- • Systems Analysis
- • Systems Evaluation
Resource Management Skills
- • Time Management
- • Management of Financial Resources
Abilities
Verbal Abilities
- • Oral Comprehension
- • Written Comprehension
- • Oral Expression
- • Written Expression
Idea Generation and Reasoning Abilities
- • Fluency of Ideas
- • Originality
- • Problem Sensitivity
- • Deductive Reasoning
- • Inductive Reasoning
- • Information Ordering
- • Category Flexibility
Quantitative Abilities
- • Mathematical Reasoning
- • Number Facility
Visual Abilities
- • Near Vision
Auditory and Speech Abilities
- • Speech Recognition
- • Speech Clarity
Knowledge
Business and Management
- • Administration and Management
- • Administrative
- • Economics and Accounting
- • Sales and Marketing
- • Customer and Personal Service
Engineering and Technology
- • Computers and Electronics
Mathematics and Science
- • Mathematics
Arts and Humanities
- • English Language
Law and Public Safety
- • Law and Government
Related specializations
Interview options
Interview options
Interviewee gender
Interviewee accent
Interview time
Related Pathways
Financial Services
View
Source
Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
Learn more
Sources & Standards:
This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
