Mutual Fund Wholesalers

Read books such as Mutual Funds For Dummies (For Dummies, 2022), by Eric Tyson, to obtain a good introduction to the types of funds, investment strategies, and related topics. As a high school student, take as many marketing, sales, business, and economics classes as possible. Join a high school or college chapter of DECA (https://www.deca.org), a nonprofit student organization that hosts competitions, leadership training programs, and educational conferences for students who are interested in careers in marketing, finance, management, and hospitality. Other recommended student business organizations include Junior Achievement (https://jausa.ja.org), Future Business Leaders of America (https://www.fbla.org), and Business Professionals of America (http://bpa.org).

If you’re in college, consider attending the American Marketing Association (AMA) International Collegiate Conference to participate in professional development opportunities, networking events, and competitions. Visit https://www.ama.org/events/collegiate/2025-ama-international-collegiate-conference for more information.

Information interviews with wholesalers and other marketing and advertising professionals are another good way to learn more about the field and make industry contacts. Suggested interview questions include: What made you want to enter this career? What type of software do you use to do your work, and how do you use it? What are the best and worst parts of your job? How did you train for this field? What are some key skills for success? What advice would you give to young people about preparing for the field and being successful on the job? How will advances in technology change the field? Perhaps you could even job-shadow a wholesaler to learn even more about the field.