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    2,000 financial advisor in icici prudential jobs found, pricing in USD

    We are seeking experienced lead generation professionals to assist in identifying companies raising equity capital for a growing company over the next 3-6 months. Ideal candidates will have a strong background in financial services and a proven track record of successfully raising equity capital for companies and funds in the growth stage. SKILLS AND EXPERIENCE REQUIRED: 1. Proven experience in lead generation within the financial services sector. 2. Successful track record in raising equity capital for growth-stage companies. 3. This project requires a proactive and results-oriented approach. 4. The successful freelancer will work closely with our executive team to develop and execute a comprehensive capital-raising strategy to support o...

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    I need an experienced financial analyst to help me develop and formulate financial projections for my technology startup. The ideal freelancer for this job would have a background in finance, specifically in the technology sector. Key Requirements: - Provide detailed revenue projections: I need a breakdown of how much income is expected to be generated on a yearly basis. This should include a clear analysis of potential income streams and growth rates. - Develop expense projections: It's important to outline the costs associated with running the business. The freelancer should be able to provide a thorough examination of potential expenses, including operating costs, salaries, and other expenditures. - Create profit projections: Based on the revenue and ex...

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    ...stepping into the freelancing world. While I have a keen interest in freelancing, I seek mentorship in specific areas related to my studies. Here's what I need: -Assistance with Business Consulting: A deep-dive into business models, strategies, and operations. -Direction in Market Research: Guiding in carrying out market analyses, consumer behavior study, and competitive landscape. -Training in Financial Analysis: Advice on financial forecasts, interpreting financial statements, and investment strategies. The ideal person for this job would be a seasoned freelancer with extensive experience in business consulting, market research, and financial analysis. If you've mentored others in freelancing, whi...

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    I'm looking for a skilled SAP FICO consultant with expertise in the Financial Accounting (FI) module. The selected professional will primarily handle: - General Ledger (GL) management - Accounts Payable (AP) - Accounts Receivable (AR) - Bank-related activities Additionally, you will be required to generate key reports including: - Profit and Loss Statement - Balance Sheet - Cash Flow Statement Ideal candidates should have in-depth experience managing the above tasks within the FI module. Extensive knowledge of SAP FICO and a keen understanding of financial reports are vital for this role.

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    ...compelling pitch deck for our fashion and lifestyle concept store in Accra, Ghana. The pitch deck should effectively communicate our unique value proposition, target market, competitive advantage, and growth potential. Additionally, the deck should include well-researched financial projections that showcase the profitability and feasibility of our business model. Key Skills: - Pitch deck creation - Market research - Financial analysis - Presentation design - 10 to 15 Slides - Clear, concise, and engaging content - Visual appeal, mirroring fashion and design aesthetics The successful freelancer should have experience in the Fashion and Design industry or have demonstrable knowledge of it. They should also be proficient in creating persuasive pre...

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    I'm looking for a skilled web developer who can create a us...Key Features: - The tool should be specifically designed to generate cost estimates. - The primary users will be our internal staff, so the tool should be intuitive, easy to use and accessible. - It should not support multiple currencies, as all our estimates will be in the same currency. Ideal Skills and Experience: - Experience in developing web-based tools or software, ideally with a focus on generating estimates. - Proficiency in UX/UI design to ensure the tool is user-friendly and intuitive. - Strong understanding of financial systems and tools, to ensure accurate cost estimates are generated. - Ability to communicate effectively and incorporate feedback, as the tool will need to meet the s...

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    I need assistance creating dashboards in Tableau. The data to be visualized comes from a large database and relates to health risks, specifically the risk of heart attacks. I'm interested in assessing three factors namely age, gender and an additional one. It doesnt matter what you pick out of the data, i simply need it for seminar in college The dashboards should feature: - Enrollment data - Student performance data - Financial data. An ideal candidate should be well-versed in data visualization with industry experience in Tableau, and have proficiency in handling large data sets. Experience in health data is desirable but not mandatory. The freelancer should be able to translate complex data into easy-to-understand, visuall...

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    I'm in need of a UK accountant to create financial statements for my technology company. The financials will be based on the data I provide in an Excel file. Key Requirements: - Proficiency in UK GAAP - Experience in handling technology companies The financial statements should be at a summary level, reflecting our company's financial health and performance. Use of Excel templates is preferred. The ideal freelancer has a proven track record in producing financial statements compliant with UK GAAP and an understanding of the technology sector.

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    I'm looking for a skilled developer who can link our existing Google Sheet...assignments. - Updating Payment Information: It is essential that the API updates payment information in our Google Sheet. This includes payments received, pending payments, and other financial details. I'm looking for a professional who can ensure that this data is updated on our Google Sheet every hour, as per our requirements. Experience in working with APIs, specifically Tranferz API, and Google Sheets is a must for this project. The ideal candidate should also have a good understanding of data management and handling secure information. If you have the necessary skills and experience for this project, I look forward to hearing from you. Please provide examples of similar proj...

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    ...is looking candidates for Senior Business Analyst – VBA, Advance Excel. Job Role: Senior Business Analyst Job Location: Remote Experience: 4 + Years as Business Analyst – VBA , Advance Excel 3+ years of experience is required in creating dashboards in Manufacturing, Banking, Retail Industry. Working Hour: 3 hour per day (per day) Salary: 150 – 300 INR Per Hour Job Responsibilities : • Understanding Company requirements. • Understanding, consolidating and analyzing data from spreadsheets. • Creating dashboards, reports and charts in Analytics tools. • Working on financial and other types of modeling projects. • Having knowledge Dashboard Creation, Mainframe automation through VBA. • Good Technical knowledge of VB...

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    CRM Expert 4 days left
    VERIFIED

    ...Functionalities: - Contact Management: In-depth contact organization, segmentation, and efficient communication tracking. - Lead Tracking: Robust lead capture, tracking, and conversion analysis. - Sales Forecasting: Accurate prediction of sales trends and opportunities based on the CRM data. User Base: - The CRM system will be used by 1-50 users, so it should be user-friendly, scalable, and efficient. Integration: - It's imperative that the CRM can seamlessly integrate with other systems, particularly: - Email Platforms: For streamlined communication and lead nurturing. - Social Media: To enhance customer engagement and acquisition. - Accounting Software: To automate financial data synchronization and reporting. Ideal Freelancer: - Proven experience in...

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    I'm after a web and mobile application that will specifically cater to the financial management and planning needs of small business owners. The app should enhance their capabilities to handle their finances effectively. Key Features: - Comprehensive Financial Management: The app should allow users to input their financial data, including income, expenses, and capital. It should then generate insightful reports and analytics to help them make informed decisions. - Budgeting and Forecasting: The app should have a feature that assists in creating budgets and forecasts to help business owners plan their financial future. - Alerts and Reminders: The app should be able to send alerts and reminders for important financial tasks like tax payments, ...

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    Trophy icon Debt Recovery Agency Needed 4 days left

    I'm in need of a debt collector agency with 1-5 years of experience to help me recover outstanding debts across various sectors. I require a set of services including: - Debt collection: Handling overdue payments across different types of debts, such as consumer, business, medical, and government debts. - Skip tracing: Locating the whereabouts of debtors who have gone off the grid, making it difficult to recover owed funds. - Credit reporting: Providing me with updated credit reports of debtors to help assess their current financial status and determine the best approach for debt recovery. Experience in this field is crucial, as it requires a deep understanding of debt collection laws and practices. The ideal agency should have a proven track record of successf...

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    I'm looking for someone who can design a sophisticated budget template for me in Excel. This template should: - Track both income and expenses - Project weekly outcomes - Compare actual amounts to budgeted amounts - Include more than 20 budget categories - Incorporate graphs and charts for visual representation. Skills necessary for this project will include advanced Excel knowledge and experience with financial modeling. The ideal candidate will have previously worked with complex budget templates and be comfortable creating a user-friendly interface. You should know how to devise a system that simplifies input and keeps data organized and easy to understand. Your ability to turn raw numbers into straightforward graphs and charts will be particularly valuable. I cu...

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    I am in need of a comprehensive Excel sheet that does calculation. Data entry is not too complex; it includes dates, dropdowns and formulas. Requirements: - Design an Excel sheet that calculates basic arithmetic operations, performs statistical analysis, and handles financial calculations. - The form should be user-friendly and able to accommodate the moderate complexity of data entry. - I need an expert who can create a clear and concise interface for the user, making data entry and subsequent calculations easy and efficient. It would be great if the freelancer has experience with: - Excel design for calculation purposes - Data entry form design - Experience in basic arithmetic operations, statistical analysis, and financial calculations.

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    I need specialized assistance on visualizing my completed data analysis, encompassing sales data, financial data and customer data. To make this happen, I'm seeking a seasoned Power BI dashboard designer. Expertise required: - Proficient in creating Bar charts, Pie charts, and Line charts in Power BI - Has experience working with diverse datasets especially sales, financial and customer data - Can deliver the project urgently If you can create a comprehensive and visually appealing dashboard to delineate and amplify my data's context, your experience and skills will be indispensable to this project. Let's connect ASAP and bring this to life.

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    ...put together a comprehensive startup plan for my beauty and wellness spa in Lebanon. The business plan should be tailored towards the needs and expectations of the Lebanese market and should primarily target women. Key requirements include: - A detailed market analysis focusing on the beauty and wellness industry in Lebanon - Competitor analysis to identify key players in the market - A well-thought-out marketing plan to attract our target audience of women - Financial projections and a detailed business model that's realistic and can be used for securing funding - Understanding of the unique cultural and economic aspects of the Lebanese market Ideal candidates for this project should have: - Proven experience in writing successful business pl...

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    I am looking for an experienced individual to help develop a comprehensive business plan for my service-oriented venture in the beauty industry in Lebanon. This plan will cater primarily to individuals, so a deep understanding of consumer needs in this sector is needed. Key responsibilities include: - Crafting a business plan tailored specifically for a start-up beauty service targeting individuals - Market research and competitive analysis - Financial projections and risk analysis Ideal candidate should have: - Proven track record in developing successful business plans - Deep understanding of the beauty service industry - Excellent research and financial projection skills.

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    ...estate company performance. The main questions I'm looking to address in the study are; - Are real estate companies with high ESG scores more profitable? - Does having a high ESG score increase investor interest in real estate companies? - What is the correlation between ESG scores and stock performance of real estate companies? The data for this analysis should be sourced from the past 5 years, and the report should be comprehensive and well-structured, with clear methodology and results. The study should be global in scope, encompassing a range of real estate companies and markets worldwide. This project would be best suited for someone with a background in finance, real estate, and/or sustainability. Experience in writing research reports o...

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    I require an advanced database to streamline church operations. It must include: - Member management: This ...record should also include household and family details, with specific fields for spouse and children. - Functionalities: Capacity to sort data based on each individual (organize by member). It should also capture other input fields like gender, age, membership status, notes, and whether they serve as workers or ministers. - Financial management: The platform should have capabilities for recording and tracking financial contributions. Ideal freelancers will have experience in building similar database systems, with a keen understanding of how to translate our church's requirements into a user-friendly, efficient system. Knowledge of member management s...

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    I'm seeking a skilled developer to create a Telegram bot that can receive and distribute trading signals from my premium indicator on TradingV...need to have a solid understanding of trading signals and how they are used. Experience with TradingView indicators and API integration is a significant plus. - Previous experience developing Telegram bots, especially those focused on the finance industry, would be highly beneficial. - A solid grasp of security protocols and data protection is crucial, as this bot will be handling sensitive financial information. I am looking for a professional who can not only build the bot, but also provide insights on how to optimize the signal delivery process for subscribers. Great communication skills and a proactive, problem-solving attitude a...

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    As a growing company, we've fully set up our QuickBooks Online but it's in need of a thorough review and ongoing management. We're looking for a QuickBooks expert who can help in the following areas on a monthly basis: - Setting up sales and expenses - Managing stock - Budgeting Your responsibilities will involve keeping the system up-to-date, ensuring financial data consistency, and providing insights to support our decision-making process. The ideal candidate for this role would be an experienced accountant with previous QuickBooks Online experience. Knowledge of other accounting tools and financial acumen are also a plus.

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    I'm a venture capitalist seeking an experienced consultant to help create financial model for a fund . The perfect candidate should have: - Proven experience in seed growth-stage investments - Deep understanding of the financial model of venture caoital - Ability to adhere to our specific investment criteria Your responsibilities will include: create the financial moddel Ideal candidates should have a strong track record of success in the startup investment landscape. Your ability to identify promising startups and contribute to their growth will be key to the success of this project.

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    Simple financial website needs layout updated, images changed, possible logo change, and text (copywriting) updated. You must be able to use SVN for updating. Looking for fast turnaround.

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    I'm in the process of possibly acquiring , but before I proceed, I need a thorough background check on the company and its owner. The ideal freelancer for this job should: - Have expertise in Open-source Intelligence methods - Be able to investigate and provide comprehensive information on the company's reputation, the owner's background, and the overall trustworthiness. - Have the ability to cross-check for financial fraud, legal issues, and misconduct. - Be able to cover a global perspective in their research, especially focused on the regions of United States, Europe, and Asia. Please provide details on your relevant experience with Open-source Intelligence, as well as any similar tasks you've completed in the past. Your famil...

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    I'm searching for an experienced Python developer to handle data collection and processing in the financial sector. Your tasks will consist of two core elements: - Data Collection: Obtaining data from diverse financial sources, including stock market data, cryptocurrency data, and financial news data. - Data Processing: Once collected, you'll perform various calculations and analyses, including statistical analysis, trend analysis, and calculations with a focus on historical data. Familiarity with these tasks and the financial sector is crucial to delivering the results needed. Your expertise in Python and financial data processing will contribute significantly to the project's success.

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    Seeking ML expert (MSc/PhD) to implement hybrid DCN model for Bitcoin price prediction using Python. Tasks: data collection/preprocessing, EDA, model training/evaluation, results analysis & report writing. Ideal candidate has experience in financial forecasting & cryptos.

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    I need a professional with prior experience in dealing with fake websites and fraudulent activities to assist me in taking legal action against a fraudulent website that is using a celebrity's name for illicit investment/payment activities. Key Responsibilities: - Reporting the website to the relevant authorities to ensure swift action is taken against the perpetrators. - Implementing strategies to prevent unsuspecting individuals from investing on the fake website and becoming victims of financial fraud. What I'm Looking For: - An expert in cybersecurity and fraudulent online activities, with experience in successfully combating fake websites. - A professional with a legal background who can assist in navigating the legal implications...

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    I need a robust and efficient platform that will help in managing incubator operations effectively. This online portal shoule cater not only for startups but also for incubator staff, investors, and our research partners. The following features are essential: - User management: This will facilitate management of all users in the system including startups, staff, investors, and research partners. - Project tracking: It should enable us to track and monitor all incubator projects. - Resource allocation: Feature to allocate and monitor resources for all included startups is crucial. - Recruitment and selection of businesses: Swipe in potential incubatees, and streamline their onboarding. - Performance tracking: Monitor and assess the development of startups enliste...

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    ...automobile insurance companies in one location which will help users to compare and choose the best option. - The ability to generate quotes from multiple insurance companies is a must. - It should also support claim reporting and policy management functionalities. Ideal Candidate: - Experience in developing insurance related mobile applications is desirable. - Must have previous experience creating apps for both iOS and Android. - Knowledge in integrating third-party APIs to fetch data. - An understanding of the insurance industry's standards and requirements is highly beneficial. I encourage interested and eligible freelancers with a proven track record to place their bid. Your proposal should include examples of previously developed apps, especially in...

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    I'm in need of an intricate financial model designed for a residential property that focuses on calculating equity investments. Specifically, I want: - Informative analytics on 'Return on Equity', to evaluate potential profits over time. - An illustration of 'Cash Flow Distribution', to comprehend the income dispersions. - Analysis on 'Equity Multiple', to understand the total cash received against the total equity invested. Ideal freelancers will have a strong background in financial modelling, specifically pertaining to property investments. Understanding of debt financing, equity investments and capability in generating these specific outputs is critical.

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    I'm in need of a marketing specialist to help with a B2B product marketing project. The main objectives for this campaign are: - Increasing brand awareness - Generating leads - Boosting sales Your focus should be on creating an strategy with clear execution steps and compelling content to update the website and also for email and content marketing channels. Experience and skills needed: - Refine the messaging for our company website - Proven track record in B2B product marketing - Expertise in email and content marketing strategies - Strong understanding of optimization for these marketing channels - Ability to create relevant, impactful content that resonates with business clients Your task will be to help me reach businesses effectively and...

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    I'm in need of an expert in financial modelling to help evaluate numerous real estate investment opportunities. This project is focused on comprehensive analysis of potential investments and to help me make informed decisions. Key Areas: - Evaluating Investment Opportunities: I need someone who can create robust and reliable financial models to assess the viability of various real estate ventures. Your models should help me identify and prioritize the most promising investments. - Financial Metrics: Your models should primarily focus on Return on Investment (ROI), Net Present Value (NPV), and Capitalization Rate (Cap Rate). These are the key metrics I need to see to make sound investment decisions. Ideal Candidate: - Proven Experience: Previous ...

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    Hi there! I'm seeking an expert in Python and VBA who can develop a real-time data statistical analysis tool for use on Windows. The tool must be able to process financial data. Though the format of my data wasn't specified, please be ready to handle a diverse range of formats, including but not limited to CSV files, SQL databases, and Excel files. Skills and Experience: - Mastery of Python and VBA - Experience with statistical data analysis - Familiarity with financial data - Proficiency in handling diverse data formats. - Skill in working on Windows OS. Ultimately, I require a reliable system for my ongoing financial data analysis needs. Your track record of similar successful tasks will be a plus.

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    I'm seeking an expert in Python and VBA who can develop a real-time data statistical analysis tool for use on Windows. The tool must be able to process financial data. Though the format of my data wasn't specified, please be ready to handle a diverse range of formats, including but not limited to CSV files, SQL databases, and Excel files. Skills and Experience: - Mastery of Python and VBA - Experience with statistical data analysis - Familiarity with financial data - Proficiency in handling diverse data formats. - Skill in working on Windows OS. Ultimately, I require a reliable system for my ongoing financial data analysis needs. Your track record of similar successful tasks will be a plus.

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    ...skilled and experienced freelancer with a strong background in both economics and finance. Specifically, we require your proficiency in Stata and Matlab coding as well as a deep understanding of the Ramsey-Cass-Koopmans growth model. For this project, your responsibilities include but won't be limited to: - Coding in Stata and Matlab with proficiency. - Accurately interpreting and utilizing the Ramsey-Cass-Koopmans growth model. - Applying your economic and financial knowledge for effective economic modeling. We're looking to complete an advanced level of economic modeling. Therefore, you will need to demonstrate a high degree of competence and experience in complex economic theories, principles, and modeling. Your experience in ...

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    Functionality: Data Collection: Retrieve historical stock data (price and volume) for a given set of stocks from a reliable financial data provider (e.g., Yahoo Finance, Alpha Vantage). Store the data in a suitable format (e.g., CSV files or a database). Data Preprocessing: Clean and preprocess the collected data, handling missing values and ensuring consistent formatting. Calculate necessary technical indicators, such as moving averages (e.g., 50-day, 200-day), Relative Strength Index (RSI), and trading volume. Technical Analysis: Implement functions to identify bullish signals based on technical indicators, such as: Moving Average Crossovers: Detect when a shorter-term moving average crosses above a longer-term moving average (e.g., golden cross). RSI Oversold: Ide...

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    I require a thorough business plan crafted to entice potenti...Detailed understanding of local resident coffee habits, preferences, and willingness to pay. - Competitive Landscape: Comprehensive analysis of direct and indirect competitors in the local area. - Unique Selling Proposition: Expanding on our unique atmosphere proposition, its appeal and how it will drive traffic and loyalty. - Financial Projections: Robust financial model with detailed revenue, cost assumptions and profitability metrics. Ideal freelancer should: - Have experience in writing business plans particularly in the cafe industry, with strong market and competitive analysis abilities. - Be able to communicate financial projections clearly. - Understand how to highlight our un...

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    I'm looking for a proficient developer to construct a productivity tool centered on sending investme...investment portfolio updates online. The main objectives of this project include: - Development of a productivity tool that sends financial information to users. - The platform should primarily deal with investment portfolios and their respective updates. Ideal candidate would have: - Strong experience in Flutterflow. - Deep understanding of financial information, specifically investment portfolios. - Some basic understanding of finance would be beneficial. - Proficiency in developing productivity tools or similar platforms. This project will require seamless integration, a user-friendly interface, and rigorous security measures to protect the confiden...

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    As a growing company, we've fully set up our QuickBooks Online but it's in need of a thorough review and ongoing management. We're looking for a QuickBooks expert who can help in the following areas on a monthly basis: - Setting up sales and expenses - Managing stock - Budgeting Your responsibilities will involve keeping the system up-to-date, ensuring financial data consistency, and providing insights to support our decision-making process. The ideal candidate for this role would be an experienced accountant with previous QuickBooks Online experience. Knowledge of other accounting tools and financial acumen are also a plus.

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    I'm seeking a Python expert to assist me with a data analysis project. Specifically, I need to: - Analyze financial data: The project involves interpreting and analyzing financial statistics and metrics. Experience in financial analysis is preferred. - Present results via annotated code: The deliverable should be the Python code used for the analysis, with comments and annotations explaining each step. This will help me understand the process and replicate it in the future. The ideal freelancer for this project would be skilled in Python programming, have experience with financial data analysis, and a strong ability to communicate technical concepts in code.

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    I am seeking a skilled professional who can draft a compelling bus...clear strategies that demonstrate how my tenancy will lead to increased revenue for the landlord, possibly through a longer lease term, added services, or other innovative suggestions. - Financial Projections: The proposal should include a comprehensive budget and financial projection section. This will help the landlord understand the potential financial impact of leasing the space to me. The ideal freelancer for this project should have: - Proven experience in business proposal writing, particularly in real estate or property management. - Strong financial analysis skills, able to create convincing financial projections. - Excellent communication skills to clearly arti...

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    I need an Excel expert to create a comprehensive spreadsheet to track and calculate project costs, revenues, expenses, and profits. Specific calculations required include sum, average, percentag...should track the following: - Project cost - Project revenue - Project expenses - Percentage of account receivable - Percentage of account paid - How the client paid after tax - Description for the costs - Percentage of the costs - Percentage of the profit before tax - Percentage of account receivable before tax - Date of payment The data presentation in the spreadsheet should be in the form of tables and graphs. Experience with financial data analysis and management is vital. Understanding of cost and profit calculations, as well as capability to implement advanced Excel ...

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    I need a talented developer to build me a cloud-based SaaS E...cloud-based SaaS ERP system with specific features and integrations. - The system should include essential functions like Inventory Management, Financial Management, and Customer Relationship Management. - It should be customizable at a basic level to allow for changes such as colors and the addition of a logo. - In terms of integrations, I require the system to connect seamlessly with CRM, E-commerce platforms, and Payment Gateways. Ideal candidates should have a strong background in developing SaaS ERP systems and possess the necessary technical skills to integrate different software and platforms. A solid understanding of inventory management, financial tracking, and CRM systems would be high...

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    Thank you, Mr. Nicola, for considering 8veer for your project. Below is the detailed quote for creating a comprehensive project plan for the launch of your financial blog. ___________ Scope of Work: 1. Project Planning: • Develop a Detailed Project Plan: Outline the entire process from inception to completion, ensuring a structured approach to the blog launch. • Define Key Milestones: Establish critical milestones to track progress and ensure timely delivery. • Deliverables and Timelines: Clearly specify all deliverables and set realistic timelines for each phase. • Resource Allocation: Assign tasks to team members, including writers, editors, and designers, to ensure efficient use of resources. • Risk Management: Identify potential risks and develop mitig...

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    I require a comprehensive business assessment within the next 10 hours. The assessme...the next 10 hours. The assessment should focus on the following areas: - Marketing Strategies - Financial Performance - Operational Efficiency Although no specific goals were provided, I am looking for an expert who can critically evaluate these areas and identify potential areas of improvement. Your assessment should provide insights on strengths, weaknesses and potential risks. Please showcase your experience in conducting similar assessments and your understanding of these key aspects of business. Your report should be thorough and well-structured, with clear and actionable recommendations. The ideal candidate should have a background in business analysis, strategy consulting...

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    I need specialized assistance on visualizing my completed data analysis, encompassing sales data, financial data and customer data. To make this happen, I'm seeking a seasoned Power BI dashboard designer. Expertise required: - Proficient in creating Bar charts, Pie charts, and Line charts in Power BI - Has experience working with diverse datasets especially sales, financial and customer data - Can deliver the project urgently If you can create a comprehensive and visually appealing dashboard to delineate and amplify my data's context, your experience and skills will be indispensable to this project. Let's connect ASAP and bring this to life.

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    I'm currently seeking a financial planner with experience in creating personalized plans for individual. Key requirements: - Ability to provide holistic financial planning with an eye on retirement, investments, and tax planning - Flexibility for both one-time consultations and potentially ongoing advice - Strong communication skills, able to explain complex financial concepts to a layperson The ideal candidate for this project should have a background in financial planning, and be well-versed in the intricacies of personal finance, retirement accounts, and investment advice for individuals. Prior experience with tax planning is also considered a strong asset. Please include in your bid any relevant certifications or qualifi...

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