Financial advisor for general financial planning, planning of the - South Van Horn, AK, United States - beBee Handyman

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter


Freelance
Description
"I have some savings in my current account of around 80,000 euros that I would like to make profitable.
  • 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?
  • Retirement is approaching.

  • What type of financial assistance or planning do you need from the advisor?
  • General financial planning, retirement planning.

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

  • Indicate the date or approximate dates to start.
  • In the next few days.

  • Preferred schedule.
  • Late afternoon (6:00 PM - 9:00 PM).
Service preference: Quality/price ratio."

More jobs from beBee Handyman