Financial advisor for general financial planning, analysis, and advice - Dorothy, WV, United States - beBee Handyman

Jessica Williams

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Jessica Williams

beBee Recruiter


Freelance
Description
"I have ideas and investment plans, but I need guidance to know if I am on the right track and not make mistakes.

  • How do you feel about managing and organizing your finances?
  • I want guidance.

  • What stage are you at in your professional career?
  • Mid-level.

  • What are your annual earnings?
  • 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, investment analysis and advice, estate planning, investment funds.

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

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

  • Preferred schedule
  • All day.

    Service preference: Quality/price ratio."

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