What are the responsibilities and job description for the Financial Educator position at PFS Investments?
About Us
We’re a mission-driven financial education and consulting firm focused on helping middle-income families plan for retirement, eliminate debt, protect their income, and build lasting legacies. As the Great Wealth Transfer continues to unfold over the next 20 years, we are expanding our reach—and we’re looking for purpose-driven professionals who want to be part of something bigger.
Role Description
We’re seeking growth-minded professionals with established careers who want to add a meaningful and scalable financial arm to what they’re already doing. This is a part-time opportunity that can evolve into a full-time broker or leadership role.
Tasks
You’ll educate individuals and families while helping them take action in areas like:
- Retirement planning
- 401(k) rollovers
- Investment strategies
- Life insurance and income protection
- Debt elimination
- Legacy and estate planning
- Mortgages and more
What We’re Looking For
- Purpose-driven professionals with an entrepreneurial mindset
- Strong interpersonal and communication skills
- Interest in personal finance, business ownership, or consulting
- Licensed or willing to become licensed (we’ll help guide the process)
- Integrity-driven individuals who always do the right thing for families
What We Offer
✅ Scalable business model (start part-time)
✅ Ownership track—you build it, you own it
✅ Mentorship from experienced industry leaders
✅ Education-first model with robust training
✅ A meaningful way to serve families in transition
✅ Flexibility to work remotely and set your own hours
- With respect—if a simple pay-check is your destination, this likely won’t resonate. But if purpose and possibility matter, let us know and we can consider some next steps.
