Financial advisor for general financial planning, planning - Deer Park, WI, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Deer Park, WI, United States

4 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter


Freelance
Description
Currently, I have a high savings capacity (40% of my salary), but this may change in the near/medium term.
  • How do you feel about managing and organizing your finances?
  • I want to know where to invest my money.

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

  • What is your annual income?
  • Between 25,000 and 35,000 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, home purchase

  • Where do you want to receive the service from the advisor?
  • Online only (not in person)

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

  • Preferred schedule
  • Morning (08:00 - 12:00)
Service preference: Quality/price ratio'

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