Financial advisor for general financial planning - Bell Center, WI, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Bell Center, WI, United States

2 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter
Freelance
Description
I am in need of a Financial Advisor with the following characteristics in Bell Center, WI:
  • How do you feel about managing and organizing your finances?
    • I am comfortable but I want to improve them.

  • What stage are you at in your professional career?
    • Senior level / management.

  • What type of financial assistance or planning do you need from the advisor?
    • General financial planning, retirement planning, investment analysis and advice, tax planning, tax filing, investment funds, home purchase.

  • Where do you want to receive the service from the advisor?
    • At the advisor's office.

  • Please indicate the approximate start date(s)
    • I am flexible.

  • Preferred schedule
    • Afternoon (3:00 PM - 6:00 PM), early evening (6:00 PM - 9:00 PM).
Service preference: Best quality.
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