PFI Advisors is excited to announce our search for the newest member of our team! We are currently looking for an Associate who can think outside the box to help us serve our ever-expanding client base.

About the Associate position:

We are looking for a motivated individual to work closely with the entire team, and report directly to the CEO.  Responsibilities will include, but are not limited to:

  • Support all client-related projects
  • Manage internal project management/task management
  • Maintain internal Salesforce database
  • Communicate directly with Centers of Influence, prospects, and clients
  • Write and publish industry articles/blog posts
  • Track industry news and trends to actively seek better solutions for our clients
  • Create and refine presentations to better connect with/convert prospects into clients
  • Document all Associate-related processes and workflows for repeatable tasks to ensure an efficient and consistent client experience
  • “Multiply” the CEO to allow him to be in multiple places at once

Click here to learn more about the Associate role.

We’re excited to meet you!


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