Financial advisor for tax planning, investment funds - Pablo, MT, United States - beBee Handyman

Jessica Williams

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Jessica Williams

beBee Recruiter


Freelance
Description
I am looking for a Financial Advisor with the following characteristics:
  • 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?
  • Higher level / management

  • What are your annual income?
  • Between 12,600 and 18,000 euros per year

  • What type of financial assistance or planning do you need from the advisor?
  • Tax planning, investment funds

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

  • Indicate the date or approximate dates to start
  • In the next few days

  • Preferred schedule
  • Late afternoon (18:00 - 21:00)
Preference for the service: Quality/price ratio'

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