Financial advisor for general financial planning, estate planning - Benicia, CA, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Benicia, CA, United States

3 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 Benicia, CA:
  • How do you feel about managing and organizing your finances?
  • Young individual looking to secure a comfortable financial future in the next thirty years.

  • What stage are you at in your professional career?
  • Beginner / junior level.

  • What is your annual income?
  • Between 12,600 and 18,000 euros per year.

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

  • Where would you like to receive the service from the advisor?
  • At the advisor's office, online, or over the phone.

  • Please indicate the desired start date or approximate dates.
  • In the next few days.

  • Preferred schedule.
  • Morning (08:00 - 12:00).
Service preference: Quality/price ratio.

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