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I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees c...

I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees c...

I’m finalising a mortgage application and the lender has asked me for a formal CPA letter. The document must: • Be issued on your firm’s letterhead and signed by a licensed CPA • Confirm my current employment status and explicitly state that I am self-employed, including the exact dates my self-employment began and continues to the present • Contain your contact information so the underwriter can follow up if needed No income figures are required—this letter is strictly for employment and self-employment date verification to satisfy the loan underwriter’s checklist. I will provide any supporting documents you need (articles of incorporation, tax returns, etc.) as soon as we start. Please let me know your turnaround time and any additional det...