Financial advisor for general financial planning, analysis, and advice - Long Creek, NC, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Long Creek, NC, United States

3 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 Long Creek, NC:
  • How do you feel about managing and organizing your finances?
  • I am not comfortable with my finances

  • What stage are you at in your professional career?
  • Mid-level

  • 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, investment analysis and advice, 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 desired start date or approximate dates
  • In the next few days

  • Preferred schedule
  • Late afternoon (6:00 PM - 9:00 PM)
Service preference: Quality/price ratio.

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