Francis Investment Counsel is seeking an experienced financial advisor to serve as a financial missionary, helping workers become better family financial managers without the sales pitch.
Francis Investment Counsel with its brand MoneyAdvice@Work® provides financial wellness programs and personal money advice within the workplace, delivering services both onsite, on-the-go, and on demand with an industry disrupting app released soon. You see, we think the traditional wealth management business has it all wrong: they wish to work with the wealthy all the while earning commissions for their work. Francis Investment Counsel was created different… in a good way. We deliver the money advice workers desperately need through an employer-sponsored financial wellness benefit. And best of all, we sell no retail investment products.
Our ideal candidate has a unique talent for teaching, is understanding and empathic, willing to work hard and derives deep satisfaction for helping others improve their financial lives.
Here’s what you’ll do:
- Develop creative and practical adult financial wellness curriculum
- Provide on-site and web-based financial education for US workers
- Advise workers on all money matters
- Ensure that our customers love us
- Create regular reports which document education and advice activities
- Stay in the know with financial and retirement planning matters
When people hear and watch you present, they should say, “that person is good”. Plus, you’ll need great attention to detail and good writing skills to handle the back-office planning duties.
Plan on spending about one-third of your time in the office working with individuals and planning onsite programs. Two-thirds of your time will be spent at client locations. Yes, there is some after-hours travel requirements including overnight stays.
Send resume to Susan Salmon, Director of Operations at email@example.com.
The above statement reflects the general details necessary to perform the principle functions of the position described and shall not be construed as a detailed description of all the work requirements that may be inherent during your employment.