Financial advisor for general financial planning - Hokah, MN, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Hokah, MN, United States

2 days ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter
Freelance
Description
I am looking for a Financial Advisor with the following characteristics in Hokah, MN:
  • 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?
    • Executive

  • What is your annual income?
    • More than 75,000 euros per year

  • What type of financial assistance or planning do you need from the advisor?
    • General financial planning, retirement planning, life insurance review, investment analysis and advice, investment funds, home purchase

  • 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
    • In the next few days

  • Preferred schedule
    • All day
Service preference: Quality/price ratio'
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