Financial advisor for general financial planning, tax planning - Indian River Shores, FL, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Indian River Shores, FL, 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 Indian River Shores, FL:
  • 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, tax planning, estate planning

  • 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

  • Please indicate the approximate start date(s)
  • I am flexible

  • Preferred schedule
  • All day
Service preference: Best quality'

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