Financial Education & Planning Associate

Eliason Consulting Group; Englewood (CO); On-site; USD 40,000 - 60,000; Full time

Job summary

Eliason Consulting Group (ECG) is seeking professionals in Englewood, Colorado to provide financial education and consulting. You will assess clients' financial situations, help develop financial strategies, and maintain relationships with clients.

The ideal candidates should have an entrepreneurial mindset and strong people skills. An associate degree in business is a plus but not required. Join us to help individuals and businesses achieve financial freedom.

Qualifications

• Willingness to learn and take action.
• Ability to maintain discipline and focus on financial goals.

Responsibilities

• Provide financial education and meet clients at community functions.
• Assess clients' financial situations and evaluate risk tolerance.
• Help clients through financial product sales and services.
• Assist in developing sustainable financial strategies.
• Monitor clients' financial situations and recommend changes.

Skills

Willingness to learn

Entrepreneurial mindset

Strong work ethics

People skills

Education

Associate or college degree in business

Job description

Eliason Consulting Group (ECG) is a Financial Services and management consulting practice based in Denver, Colorado. Our mission is to help individuals and business increase success and decrease stress. We work with individual and families to achieve financial freedom. For businesses we provide financial and management consulting services that enables them achieve their strategic goals and increase their profit margin along with other corporate objectives.

Job Description

• Provide financial education and to current and prospective clients;
  meeting prospects at community functions; responding to inquiries;
  developing promotions; presenting financial planning seminars
• Assesses clients financial situation by gathering information
  regarding investments, asset allocation, savings, tax planning,
  retirement planning, and estate planning; evaluating risk tolerance.
• Helping clients through insurance and other financial product sales and services to enable them meet their retirement and other financial goals.
• Assists families to develop sustainable financial strategies by guiding them to establish
  financial goals; matching goals to situation with appropriate financial
  plans.
• Helping clients' monitor their financial situation by tracking changes in wealth
  and life circumstances; analyzing financial plan results; identifying
  and evaluating new financial strategies; recommending changes in goals
  and plans.
• Keeping up-top-date with the financial industry through ongoing knowledge and tracking financial markets, general economic conditions, and new financial products; participating in
  educational opportunities; reading professional and technical
  publications; maintaining personal networks; participating in
  professional organizations.
• Accomplishes organization goals by accepting ownership for
  accomplishing new and different requests; exploring opportunities to add
  value to job accomplishments.

Qualifications

• Willingness to learn, and take action.
• Having entrepreneurial mindset
• Associate or college degree in business a plus but not required.
• Business knowledge
• Have strong work ethics and people skills
• Ability to maintained a discipline and focus to achieve financial goals.
  

Additional Information

All your information will be kept confidential according to EEO guidelines.

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