Financial advisor for general financial planning and investment fund management - Arnot, PA, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Arnot, PA, United States

1 week ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter


Freelance
Description
I am in need of a Financial Advisor with the following characteristics in Arnot, PA:
  • How do you feel about managing and organizing your finances?
  • I am not comfortable with my finances

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

  • What is your annual income?
  • Less than 12,600 euros per year

  • What type of financial assistance or planning do you need from the advisor?
  • General financial 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
  • Afternoon (3:00 PM - 6:00 PM), early evening (6:00 PM - 9:00 PM), night (9:00 PM - 12:00 AM)
Service preference: Quality/price ratio.

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