Financial Professional 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 to current and prospective clients; meet prospects at community functions; respond to inquiries; develop promotions; present financial planning seminars
• Assess client financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluate risk tolerance.
• Help clients through insurance and other financial product sales and services to enable them to meet their retirement and other financial goals.
• Assist families to develop sustainable financial strategies by guiding them to establish financial goals; match goals to situation with appropriate financial plans.
• Help clients monitor their financial situation by tracking changes in wealth and life circumstances; analyze financial plan results; identify and evaluate new financial strategies; recommend changes in goals and plans.
• Keep up‑to‑date with the financial industry through ongoing knowledge and tracking financial markets, general economic conditions, and new financial products; participate in educational opportunities; read professional and technical publications; maintain personal networks; participate in professional organizations.
• Accomplish organization goals by accepting ownership for accomplishing new and different requests; explore opportunities to add value to job accomplishments.

Qualifications

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

Additional Information

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