Financial advisor for general financial planning, analysis, and advice - Burlington, IL, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Burlington, IL, United States

1 month ago

Jessica Williams

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Jessica Williams

beBee Recruiter


Freelance
Description
I would like to have knowledge about investment that allows me to allocate a portion of my monthly salary to invest and generate a medium and long-term patrimony in Burlington, IL.
  • 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?
  • Beginner / junior.

  • What are your annual income?
  • Between 18,000 and 25,000 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, investment funds, home purchase.

  • Where do you want to receive the service from the advisor?
  • Online or by phone.

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

  • Preferred schedule.
  • Afternoon (3:00 PM - 6:00 PM).
Service preference: Quality/price ratio.

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