Financial advisor for general financial planning, retirement planning - Rest Haven, IL, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Rest Haven, IL, United States

2 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter
Freelance
Description
After 2 years of investing in different areas without success (at least without losses), we would like to explore other potential options to better capitalize on our savings for the future.
  • 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?
    • Senior level/management.

  • What is your annual income?
    • Between 50,000 and 75,000 euros per year.

  • What type of financial assistance or planning do you need from the advisor?
    • General financial planning, retirement planning, investment funds.

  • Where would you like to receive the service from the advisor?
    • At the advisor's office.

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

  • Preferred schedule
    • Late afternoon (6:00pm - 9:00pm).
Service preference: Highest quality.
More jobs from beBee Handyman
See all jobs of beBee Handyman