Best professionals offering financial agent services in Glenbrook

Get free quotes from professionals.

Smruti Patel
USD$ 10 per hour

Smruti Patel

Financial Professional

Insurance

I enjoy assisting others in financial ser vices so they will be set for generations down. I also enjoy creating memories with family and friends. I li ...

Glenbrook, Nevada
Financial agent + 1
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Financial agent in Glenbrook

Financial Agent Services in Glenbrook, Nevada

About the Service

A financial agent is a professional who provides financial planning and management services to individuals and businesses. They help clients achieve their financial goals by creating personalized financial plans, managing investments, and providing financial advice.

Professional Requirements

To become a financial agent, one typically needs to have a bachelor's degree in finance, accounting, or a related field. They must also obtain relevant certifications, such as the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designations.

Recommended Accreditations and Certifications

The following accreditations and certifications are highly recommended for financial agents:

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)
  • Certified Public Accountant (CPA)

Tips for Choosing the Best Service Provider

When choosing a financial agent, consider the following factors:

  • Experience and qualifications
  • Reputation and reviews
  • Communication skills and approach
  • Fees and services offered

Questions to Ask Before Hiring

  • What experience do you have in financial planning and management?
  • What certifications and designations do you hold?
  • How do you communicate with clients and provide updates?
  • What services do you offer, and what are your fees?

Useful References

The following resources provide valuable information on financial planning and management:

  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Planning Association (FPA)
  • Securities and Exchange Commission (SEC)

Average Prices for Financial Agent Services

The average hourly fee for financial agents in Glenbrook, Nevada is between $50 and $150. However, this can vary depending on the agent's experience, qualifications, and services offered.

Requesting a Quote

To request a quote from a financial agent, follow these steps:

  1. Search for financial agents in your area
  2. Contact the agents and ask about their services and fees
  3. Provide detailed information about your financial situation and goals
  4. Receive and compare quotes from multiple agents

Fees for Financial Agent freelancers

The average daily fee for the experienced freelancers is $200.

The fee varies depending on the city in which the are located. For instance, the average daily for a Financial Agent in Las Vegas is $250 while in Reno is $220 or in Carson City is $230.

financial agent jobs near Glenbrook

  • Financial Advisor Associate

    1 week ago

    Ameriprise Financial Services, LLC Auburn

    Work with an experienced advisor to build a personal book of business and help shape clients' financial future. Build a pipeline, complete with personal and professional contacts and new leads. · Obtain your required licenses/credentials within 150 days of hire: · - FINRA Series ...

  • Financial Advisor

    4 weeks ago

    Edward Jones Grass Valley

    A career as a financial advisor may be the right change for you if you find yourself at a professional crossroads. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and m ...

  • Assistant Store Manager

    1 week ago

    Extra Space Storage Auburn, CA, United States

    The Assistant Store Manager plays a pivotal role in supporting the daily operations of one or more self-storage locations under the guidance of the District Manager and Store Manager This role ensures the facility meets high cleanliness standards and consistently delivers operati ...