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P.F.S. Investments Inc.
1201 Connecticut Avenue
Posted: October 11 2016
Application Deadline: Available Year-round
Position: 3 Part-time, Unpaid
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PFS Investments is a financial brokerage. We work together with other companies like Citibank, Fidelity, Legg Mason Smith Barney to help both clients and businesses manage their financial assets. We have been in business since 1977, over 39 years. PFS Investments used to be a division of Citigroup. We went public with an IPO in April of 2010 and was the number one IPO of that year. We are listed on the New York Stock Exchange under PRI. We have over 6 million clients and over 28,000 investment professionals.
In this role the selected interns will be taught the in's and out's of the firm. You will be sponsored and expected to obtain the FINRA Series 6 and Series 63 exams within a reasonable period of time. Transportation is required as you will be expected to come into the office and go out to meet perspective clients. Your primary responsibilities will include working with clients, performing research, processing paperwork, and developing an understanding of our investment products. Once you obtain the FINRA licenses, you will transition to the investment side. This will entail working directly with clients to develop investment strategies that best meet their goals.
Students, recent graduates, and those looking to enter into the financial industry will be considered.
Please send your resume and why you think you would be a good fit.
Requirements• Understanding of financial products (Mutual Funds, Annuities, ect.)
• Client service experience and/or excellent interpersonal skills
• Knowledge of current financial news
• Verbal communication skills and comfort talking to people you've just met
• Ability to multitask and work & train in a fast paced environment
• Ability to think on your feet and make decisions quickly