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Financial Administration

PFS INVESTMENTS


Job Location:

Washington, DC - USA

Monthly Salary: Not provided by the employer
Posted: 10 August 2026 (27 days ago)
Application Deadline: 7 November 2026
Vacancies: 1 Vacancy

Job Summary

Sit down with clients to review their income debt and savings goals using a complimentary budgeting and planning Financial Products: Offer specific items like term life insurance mutual funds annuities and referrals for auto/home insurance or legal and Build a Team: Invite new people to join the company as agents train them and help them get licensed. Provide Financial Education: Teach basic concepts about saving money reducing debt and preparing for retirement.