PFS Investments is a leading financial services firm that offers a wide range of investment products and services. With over 1,700 financial advisors nationwide, PFS Investments provides job opportunities in various roles spanning investment advisory, marketing, operations and more. This article provides an overview of PFS Investments and the key job positions available there. It highlights the work culture, benefits, training and advancement prospects working at PFS Investments. Understanding the career paths and requirements at PFS Investments can help job seekers determine if it aligns with their skills and interests.
Overview of PFS Investments and Its Parent Firm Primerica
PFS Investments is a subsidiary of Primerica, Inc., a leading financial services company in North America. Primerica focuses on middle-income families and distributes financial products and services through its large independent sales force. The company’s segments include:- Primerica Financial Services which distributes financial products like term life insurance, mutual funds, annuities etc.- PFS Investments which is a registered investment adviser providing asset management services and investment advisory programs.- Primerica Life Insurance Company which issues term life insurance policies.PFS Investments serves over 2 million clients and manages over $30 billion in assets. It offers customized portfolio management, retirement strategies and asset allocation recommendations through its financial advisors.
Key PFS Investments Job Positions and Requirements
Here are some of the key PFS Investments jobs and role requirements:Investment Advisory Representative: Works directly with clients to understand financial goals, risk appetite and recommend suitable investment strategies and products. Requires Series 6 & 63 licenses, life/health insurance license.Financial Advisor: Provides financial advice to clients on investing, retirement, education planning etc. Requires strong sales skills and ability to network and acquire clients.Operations Associate: Support daily operations like transaction processing, account maintenance, customer service etc. Require strong organizational skills and attention to detail.Marketing Specialist: Develops marketing content, manages social media, email campaigns and other promotional initiatives. Requires marketing, communications background.Compliance Officer: Ensures company’s adherence to regulations and maintains compliance procedures. Requires legal, audit or compliance experience. Additionally, PFS Investments hires for HR, IT, project management and other corporate support roles.
Work Culture and Benefits at PFS Investments
PFS Investments provides a collaborative work environment and extensive training to help employees succeed. There is strong emphasis on ethics and integrity in all business practices. Some key benefits include:- Competitive salary and incentive compensation for meeting targets- Excellent training programs to earn required licenses and certifications- Opportunity to advance into leadership roles like Regional Vice President- Strong team culture with recognition programs- Work/life balance with flexible schedules- Comprehensive medical, dental, vision and life insurance plans- 401(k) retirement savings plan with company match- Disability insurance, paid vacation and holidaysOverall, PFS Investments offers an engaging work culture for those interested in building a career in financial services.
How to Apply for Jobs at PFS Investments
PFS Investments job openings are posted on the careers section of its website. Some tips for applying include:- Reviewing the job description carefully and highlighting your relevant qualifications and experience in the resume/cover letter- Obtaining required licensing and training even if not mandated- Expressing genuine interest in the company’s mission and values- Leveraging networks like employee referrals to get noticed- Asking insightful questions and showcasing problem-solving skills in the interviewTo summarize, PFS Investments provides exciting and rewarding career opportunities across various functions for talented professionals in the financial services industry. Learn more about the open positions and submit an compelling application to launch your career at PFS Investments.
PFS Investments offers diverse job positions in investment advisory, operations, marketing, compliance and more. With extensive training programs, competitive pay, strong corporate culture and advancement potential, PFS Investments is an excellent firm to build a financial services career.