Financial advisor for general financial planning, planning - Bangor, PA, United States - beBee Handyman

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

2 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter
Freelance
Description
I am in need of a Financial Advisor with the following characteristics in Bangor, 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?
    • Senior level / management

  • 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, retirement planning, investment analysis and advice, 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
    • I am flexible

  • Preferred schedule
    • Afternoon (3:00 PM - 6:00 PM), early evening (6:00 PM - 9:00 PM)
Service preference: The best quality.
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