Financial advisor for personalized advice - Little Flock, AR, United States - beBee Handyman

Jessica Williams

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Jessica Williams

beBee Recruiter


Freelance
Description
Investment and retirement planning advice in Little Flock, AR. We already have a mortgage, home and life insurance. We would like to explore options for improvement. Plans to increase the profitability of money in the short, medium, and long term.
  • 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 are your annual income?
  • More than 75,000 euros per year.

  • What type of financial assistance or planning do you need from the advisor?
  • I want the advisor to advise me on the best options for me.

  • Where do you want to receive the service from the advisor?
  • Online service only (not in person).

  • 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.

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