Financial Professional Associate

Company Description

About ECG

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.