Financial advisor for general financial planning, analysis, and advice - Stony Brook University, NY, United States - beBee Handyman

Description

Stony Brook University, NY is seeking a financial advisor to assist with portfolio building and financial planning.

The ideal candidate will have experience in managing and organizing finances, and will be comfortable taking on some risk in long-term investments.

The candidate should also have a clear understanding of which index fund they want to invest in, as well as a designated emergency fund in a high-yield savings account.

Additionally, the candidate is considering allocating a small portion of their portfolio to a technology or artificial intelligence-focused ETF.

The candidate is looking for financial advice to gain more confidence in their portfolio and ensure its viability. They are comfortable with their current financial management, but are looking to improve it. They are at a mid-level in their professional career and have an annual income between 25,000 and 35,000 euros.

The candidate is seeking assistance with general financial planning, as well as analysis and advice on investments. They prefer to receive the services online, rather than in-person.

They are looking to start the service in the next few days and are available for appointments throughout the day.

Preference for the service will be given to those who offer a good balance of quality and price.