Ditutup

Personal Financial Planner/MBA/CFP/CFA/CPA

We are investigating hireing someone who can help conduct analysis on clients current holdings as well as develope financial plans in conjunction with our financial advisors. Must have access and exerience in either E-money or Moneyguide pro financial planning software. This will be reaccuring work for the right candidate and we will pay $75- $100 USD per plan.

Kemahiran: Kewangan, Perakaunan, Kajian Kewangan, Analisis Perniagaan, Analisis Kewangan

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Tentang Majikan:
( 2 ulasan ) Bristol, United States

ID Projek: #22185692

15 pekerja bebas membida secara purata $122 untuk pekerjaan ini

tferreira67

Hi there, I believe to be a perfect fit to help you with your Personal Financial Planner project if you are looking for professional work. Please find below my relevant experience and qualifications for your review: Lagi

$100 USD dalam 3 hari
(27 Ulasan)
5.9
ShahzaibKhalid1

Hi Dear, I have 7+ years experience in investment management (capital market- Equities) industry. I already developed models for financial planing and can analyse your client's holdings and will also provide long term Lagi

$100 USD dalam 7 hari
(12 Ulasan)
3.3
Jakkpmg

Hi, I am a Chartered Accountant and director in Calx International Auditing, Accounting, Tax agents, and Advisors (Dubai - UAE) with 11 plus years’ accounting, finance, audit, and tax experience. My proposal is as foll Lagi

$140 USD dalam 7 hari
(1 Ulasan)
2.6
MohitGupta261

I am an Indian Chartered Accountant (equivalent to CPA or ACCA) possess expertise in the field of Financial services and providing vast range of financial services to my clients across nations with excellent feedback f Lagi

$200 USD dalam 2 hari
(2 Ulasan)
0.0
SeniorWriter01

My hourly rate is as mentioned in bid - Available to start right now! Hi there, This is Abei here - Your Experienced UK Bookkeeper I am an experienced qualified Accountant having vast experience in Bookkeeping for v Lagi

$30 USD dalam 7 hari
(0 Ulasan)
0.0
saeedkhan550

Hello Concern Partner, I have seen your post regarding for the project of Financial Plans and solutions for your clients as per your description, I can assist you and can help you as I am a qualified CPA and have a Lagi

$110 USD dalam 5 hari
(1 Ulasan)
0.0
ProAcc

We have a team of experts Financial planners who have worked on Financial planning, Projects and Budgets for entities in various sectors including Tech companies. We are agreed to sign NDA with you before we proceed w Lagi

$100 USD dalam 7 hari
(0 Ulasan)
0.0
$155 USD dalam 3 hari
(0 Ulasan)
0.0
Xavipro10

good morning my friend, I know very well the program to make financial plans, I also have studies of CPA financial administration and strategic planning for companies you just have to tell me what strategies, indicator Lagi

$100 USD dalam 7 hari
(0 Ulasan)
0.0
santiperdigues

Hi, my name is Santiago. I have an Administration Degree and Experience in Multinational Companies in Finance and Accounting with strong skills in Excel and data analysis. I’ve working in implementation of different ER Lagi

$140 USD dalam 7 hari
(0 Ulasan)
0.0
Wajidali48

Hi. I've completed my MBA and CIMA from london and is currently working as a financial Analyst in an MNC along with that i also work as a freelancer. I've got all the expertise to get the work done. Relevant Skills an Lagi

$155 USD dalam 3 hari
(0 Ulasan)
0.0
debabratachakra5

_Greetings e-meeting you_ Hi, Sudesh here. Chartered Accountant and Insolvency Professional with over 15 years of rich and experience in the field of Finance & Accounts with key focus on top line profitability, statuto Lagi

$140 USD dalam 7 hari
(0 Ulasan)
0.0
scottbirmingham

I’m a CFP, ChFC, CLU with 20 years experience. I’d be interested but, the plans would have to be fairly straightforward and be completeable in 2 hours for $100.

$125 USD dalam 5 hari
(0 Ulasan)
0.0
seandesmarais

I work at one of the major banks as a financial planning associate. My sole job is to create financial plans in money guide pro for financial advisors. I generally produce around 50-100 financial plans per month in m Lagi

$100 USD dalam sehari
(0 Ulasan)
0.0
Aman270390

I'm a certified financial planner, who can help you streamline your financial future with the help of my experience, knowledge and qualification.

$140 USD dalam 7 hari
(0 Ulasan)
0.0