Financial advisor for investment analysis and advice, funds - Boulder, MT, United States - beBee Handyman

Jessica Williams

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Jessica Williams

beBee Recruiter


Freelance
Description
I am in need of a Financial Advisor with the following characteristics in Boulder, MT:
  • 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?
  • Mid-level

  • What type of financial assistance or planning do you need from the advisor?
  • Analysis and advice on investments, investment funds, and home buying

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

  • Indicate the date or approximate dates to start
  • I am flexible

  • Preferred schedule
  • Morning (08:00 - 12:00)
Preference for the service: Quality/price ratio.

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