Financial advisor for general financial planning, insurance review - Itmann, WV, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Itmann, WV, United States

6 days ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter
Freelance
Description
I am a public servant and my main concern right now is finding a mortgage that fits my budget without the life insurance ruining it....
  • 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?
    • Executive

  • What is your annual income?
    • Between 35,000 and 50,000 euros per year

  • What type of financial assistance or planning do you need from the advisor?
    • General financial planning, review of life insurance, home purchase

  • Where do you want to receive the service from the advisor?
    • At the advisor's office, online, or by phone

  • 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
See all jobs of beBee Handyman