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Pfs Investments Jobs (NOW HIRING)

Client Resolution Specialist

Jersey City, NJ ยท On-site

$58K - $77K/yr

Imperial PFS is hiring a full-time Client Resolution Specialist to join our expanding team! The ... investors achieve their goals." How do we do that? By empowering and encouraging our Associates to ...

Imperial PFS is hiring a full-time Account Resolution Specialist to join our expanding team! The ... investors achieve their goals. How do we do that? By empowering and encouraging our Associates to ...

Imperial PFS is hiring a full-time Account Resolution Specialist to join our expanding team! The ... investors achieve their goals." How do we do that? By empowering and encouraging our Associates to ...

Client Resolution Specialist

Jersey City, NJ ยท On-site

$58K - $77K/yr

Imperial PFS is hiring a full-time Client Resolution Specialist to join our expanding team! The ... investors achieve their goals. How do we do that? By empowering and encouraging our Associates to ...

... and PFS clients. * Monitor transaction activity within Northern Trust systems and databases to ... Communicate with general partners, investment managers, account administrators, and internal ...

Analyst, Alt Investments

Chicago, IL ยท On-site

$43K - $64K/yr

... and PFS clients. * Monitor transaction activity within Northern Trust systems and databases to ... Communicate with general partners, investment managers, account administrators, and internal ...

... investors achieve their goals." How do we do that? By empowering and encouraging our Associates to ... Imperial PFS offers a 401(k) with a company match * Company culture: Our Associates are the ...

... investors achieve their goals." How do we do that? By empowering and encouraging our Associates to ... Imperial PFS offers a 401(k) with a company match * Company culture: Our Associates are the ...

Customer Account Specialist

Amherst, NY ยท Hybrid

$42K - $56K/yr

Customer Account Specialist Imperial PFS is hiring an Customer Account Specialist to join our ... investors achieve their goals. We empower our Associates to provide legendary Customer service ...

... investors achieve their goals." How do we do that? By empowering and encouraging our Associates to ... Imperial PFS offers a 401(k) with a company match * Company culture: Our Associates are the ...

Asset Retention Specialist II Imperial PFS is hiring an Asset Retention Specialist II to join our ... investors achieve their goals. We empower our Associates to provide legendary Customer service ...

... investors achieve their goals." How do we do that? By empowering and encouraging our Associates to ... Imperial PFS offers a 401(k) with a company match * Company culture: Our Associates are the ...

... investors achieve their goals." How do we do that? By empowering and encouraging our Associates to ... Imperial PFS offers a 401(k) with a company match * Company culture: Our Associates are the ...

Analyst, Alt Investments

Chicago, IL ยท On-site

$43K - $64K/yr

... and PFS clients. * Monitor transaction activity within Northern Trust systems and databases to ... Communicate with general partners, investment managers, account administrators, and internal ...

Customer Account Specialist

Buffalo, NY ยท Hybrid

$42K - $56K/yr

Customer Account Specialist Imperial PFS is hiring an Customer Account Specialist to join our ... investors achieve their goals." We empower our Associates to provide legendary Customer service ...

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Pfs Investments information

See salary details

$38.5K

$95.5K

$146K

How much do pfs investments jobs pay per year?

As of Jun 15, 2026, the average yearly pay for pfs investments in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What is PFS Investments?

PFS Investments is a financial services company that provides investment products and advisory services. It employs financial professionals who help clients with retirement planning, asset management, and financial strategies, often requiring licensing such as Series 7 or Series 66. The role involves client interaction, financial analysis, and adherence to industry regulations.

Is PFS a good investment?

PFS Investments is a financial services firm that offers investment products and advisory services. Whether it is a good investment depends on individual financial goals, risk tolerance, and the specific products or strategies used. It is advisable to research the company's offerings and consult with a financial advisor before making investment decisions.

What is a PFS Investments job?

A PFS Investments job typically involves working as a financial representative or advisor under Primerica's investment division. Employees help clients with financial planning, investment solutions, and retirement strategies by offering mutual funds and other financial products. Most roles operate on a commission-based structure, and representatives are often independent contractors. Licensing for securities and financial products may be required, depending on the position.

Is PFS Investments a good company to work for?

PFS Investments is a financial services firm that offers roles such as financial advisors and support staff. Employee experiences vary, but the company provides training programs and opportunities for career growth within the financial industry.

What are the key skills and qualifications needed to thrive in the Pfs Investments position, and why are they important?

To thrive at PFS Investments, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by state-required licenses such as Series 6 or 63. Familiarity with CRM systems, portfolio management software, and financial planning tools is typically necessary. Excellent interpersonal skills, strong ethical standards, and persuasive communication abilities help you build lasting client relationships and trust. These skills are crucial for delivering tailored investment solutions, meeting regulatory requirements, and growing a successful client base.

What are the typical career advancement opportunities at PFS Investments?

Career growth at PFS Investments often starts with entry-level positions focused on developing client relationships and product knowledge, then progresses to senior financial advisor and management roles. As you gain experience and achieve sales or client milestones, opportunities to become a team leader, trainer, or regional manager may open up. The company encourages ongoing education, including advanced licensing, to help you expand your expertise and advance your career. Many employees appreciate the mentorship, performance-based promotions, and opportunity for entrepreneurial growth within the organization.

Is PFS the same as Primerica?

PFS Investments is a subsidiary of Primerica that handles the investment and financial services side of the business. While PFS operates as a separate entity within Primerica, both are part of the same company, with PFS focusing on investment products and financial planning. Job roles at PFS may require licensing and certifications similar to those at Primerica.
More about Pfs Investments jobs
What cities are hiring for Pfs Investments jobs? Cities with the most Pfs Investments job openings:
What are the most commonly searched types of Pfs Investments jobs? The most popular types of Pfs Investments jobs are:
What states have the most Pfs Investments jobs? States with the most job openings for Pfs Investments jobs include:
Infographic showing various Pfs Investments job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Director, Patient Financial Services (PFS)

Networks Connect

Baton Rouge, LA โ€ข On-site

$100K - $155K/yr

Full-time

Posted 11 days ago


Job description

Job Description
About the Opportunity
We've partnered with a multi-site community health system in Baton Rouge, Louisiana to find their next Director of Patient Financial Services. This is a high-impact revenue cycle leadership role with system-wide scope, an active EPIC implementation underway, and direct visibility to senior leadership.
If you're an experienced revenue cycle leader - or a strong PFS manager at a large system ready to step into the director seat - this is one of the most substantive PFS opportunities in the region right now.
The Role
As Director of PFS, you'll direct and manage all aspects of centralized billing, collection, and cash management across the full system - the acute-care hospital, the physician group, the rehab hospital, and the reference lab. You'll lead a team of 5 direct reports and their teams across both the Hospital CBO and the Clinic CBO.
This is a strategic role with real operational ownership. You'll set the cash collection strategy, design and monitor A/R management indicators, drive performance improvement, and serve as a key partner to the Director of Revenue Cycle and broader leadership team.
Earnings
$100,000-$155,000 based on experience salary
Location - In Office
  • Baton Rouge, LA

Job Type
Duties
  • Strategic planning, direction, and overall accountability for the centralized PFS function across all system entities
  • Department budget development, fiscal management, and operational reporting
  • Internal control systems, policies, and procedures that drive cash collection performance
  • Daily A/R management - monitoring indicators, analyzing trends, and developing monitoring tools
  • Leadership of 5 direct reports across Hospital CBO (government follow-up, commercial/managed care, cash posting, billing) and Clinic CBO
  • Active participation in the EPIC implementation and ongoing system optimization
  • Performance improvement, staff development, and regulatory compliance across all PFS functions

Requirements
  • 5-7 years of progressive healthcare revenue cycle management experience
  • EPIC revenue cycle management experience required, including implementation
  • Proven track record at a hospital or large multi-disciplinary clinic system (consulting-only background is not a fit for this role)
  • Advanced Excel and analytical capability - this is a data-driven role
  • Comfort with modern AI tools (Copilot, ChatGPT, Claude) and a tech-forward mindset
  • Strong communication skills with the ability to work effectively across a range of personalities and leadership styles
  • Note: Strong PFS managers at large multi-site health systems are encouraged to apply - enterprise PFS experience is more valuable for this role than director-level experience at a small or rural hospital.

Why This Role Stands Out
  • Active EPIC implementation with hospital go-live planned for May 2027 - you'll play a central role in shaping how the revenue cycle runs going forward
  • Heavy investment in AI and automation - organization-wide adoption of Copilot, ChatGPT, and Claude, with leadership pushing the team to use modern tools
  • Engaged with Premier on a hospital-wide performance assessment
  • Open-door leadership culture - monthly rounding with staff, twice-yearly Gallup employee engagement surveys (March and August)
  • Quarterly success-share program - employees participate financially when the hospital performs

The Details
  • Scope: Centralized billing, collections, and cash management across the hospital, physician group, rehab hospital, and reference lab
  • Team: 5 direct reports and their teams
  • Priority: High-urgency hire with EPIC go-live and active organizational assessment in motion

License / Certification
  • EPIC PB and HB certifications required
  • Bachelor's degree required (Master's preferred)

Apply Now