Find Jobs
Hire Freelancers

financial Advisor

$15-25 USD / hour

Closed
Posted over 5 years ago

$15-25 USD / hour

The name of the Company is Digital Management, LLC . headquartered in Bethesda, MD, But we have locations in many countries, I believe you are well set & eligible to hear and know more about the opening positions Just follow the briefing. You can ask questions when i am through. Let me know when you have finished reading and understand every line ..You are to respond back with an ''DONE'' ..I advise you read with care. Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as a personal financial advisor, financial planner, financial adviser, financial service advisor and investment adviser.
Project ID: 18320701

About the project

14 proposals
Remote project
Active 5 yrs ago

Looking to make some money?

Benefits of bidding on Freelancer

Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
14 freelancers are bidding on average $20 USD/hour for this job
User Avatar
DONE Greetings ! I am a 'Dean Scholarship' recipient for business graduate studies from NYU Stern. I am CFA (USA) charter holder. I have comprehensive granular level market research data especially for United States and Canada geography specific businesses. I have created more than 225 business plans, financial and marketing plans, grant proposals and Investor Memorandums over the last 10 years which have helped my clients in raising funds of cumulative value more than US$ 620 million. I am expert in financial modelling and am part of JPMC (i-banking). I have access to Bloomberg, Financial Times, Wall Street Journal and Thomson Financial databases. Thank you!
$25 USD in 15 days
4.8 (60 reviews)
6.8
6.8
User Avatar
Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and portfolio. With over 10 years of cross-functional experience, and helping clients world wide with diversify team, I provide genuine and innovative solutions as per your circumstances and requirements. I am MBA-Finance, M.A-Economics, and Qualified Chartered Accountant. If you feel to discuss more before you award me the project, you can send me the message. Kind regards, Rakesh
$22 USD in 40 days
4.9 (79 reviews)
6.5
6.5
User Avatar
Writing Invaders is a group of independent professional writers and website developer and scholars from everywhere throughout the world. Together, we give best quality aid to secondary school, undergraduate, Masters and Ph.d. programs. 1. Academic writing 2. Article/content/blog writing 3. Product description writing 4. Transcription writing 5. Logo designing 6. Autocad 7. Audio recording/voice recording 8. Picture illustration 9. SQL 10. Web Development and designing 11. Book designing We are honored with a group of experienced online scholarly scholars who have capability in English dialect, alongside assorted subject information of Finance, Marketing, Accounting, Management, Statistics, Human Resources, and Information Technology oour expert writers promise to convey brilliant quality in a manner that you need at most dependable valuing alongside a few different profits and administrations
$22 USD in 40 days
4.9 (45 reviews)
5.4
5.4
User Avatar
I write in response to your ad seeking an experienced personal financial advisor at your firm. As a highly competent personal financial advisor, I would bring a result-focused and hard-working attitude to this position. I am self-starter and excel at optimizing financial plans, maintaining high client satisfaction and staying abreast of current market information and trends. I hope to increase your bottom line revenue by ensuring your clients exceed their wealth management goals.
$16 USD in 40 days
0.0 (0 reviews)
0.0
0.0
User Avatar
I am practising Chartered Accountant, looking forward to give following services :- Audit, Accounting, Finacial Planning etc.
$16 USD in 2 days
0.0 (0 reviews)
0.0
0.0
User Avatar
A person with extensive knowledge and expertise in the field of taxation, auditing and direct tax planning, Mr. Naveesh Nagpal is known for his strong professional skills, ethics and communication skills. He specializes in services related to income tax, internal audit, statutory audit, bank audit, management audit, preparation of tax returns, preparation of financial statements, corporate tax advisory, among others. Joining the esteemed profession of Chartered Accountancy in the year 2005, he has developed expertise in direct tax planning, conducting reviews for efficient working of the company, maintenance of secretarial records, compliances under the Companies Act, development of overall financial reports for external users and preparation of financial forecasts for management and external auditing.
$22 USD in 40 days
0.0 (0 reviews)
0.0
0.0
User Avatar
I am a Qualified Cost Accountant FCMA, with more than 20 years of work experience in the field of Accounts, Costing, Taxation and Audit. I am presently practicing in chennai, India and have undertaken several accounting outsourcing jobs. Even now I am handling such tasks for a few clients. I have also done Internal audit for several manufacturing companies and Cost Audit as well. I am well aware of the accounting standards and principles as well. Since the present project is similar to my present work profile I feel I am best suited for this kind of job. On my part I can assure you of best of the services. Since over the year's I have handled accounts with quality at various level, I am well aware of the responsibilities which an accountant has to do. So I think if given an opportunity I can ensure quality and timely delivery. Just need a break to start my career as a freelancer. I would like to know about the volume of work involved and how the data will be given to me so that I can plan my work schedule accordingly.I would prefer flexible work timings but it is not a constraint. Thanks and have a great weak ahead. PLEASE NOTE: IF CHOSEN, I AM WILLING TO START THE WORK ASAP.
$22 USD in 40 days
0.0 (0 reviews)
0.0
0.0
User Avatar
My 8 years experience in the banking industry coupled with my educational background in business, finance and accounting qualifies me for this position.
$18 USD in 40 days
0.0 (0 reviews)
0.0
0.0
User Avatar
Hello Season's greetings! By way of introduction, our firm Accorp Taxpro has 5 promoters, assisted by 11 Chartered Accountants (CPA India), 2 USA CPA and 20 other staff members with over 27 years of experience. We are currently operating in 4 offices in Delhi NCR, 1 office in Mumbai and serving over 450 clients which consist of private and public companies, listed companies, partnerships, banks, and NBFCs and Government entities. We expertise in auditing, direct and indirect tax matters, company law consultancy, accounting, and bank financing to name a few. We are experts in consultancy and financial advisory and are available for the project on immediate basis.
$17 USD in 40 days
0.0 (0 reviews)
0.0
0.0
User Avatar
A qualified Chartered accountant with 11+ healthy experience in accounting, taxation, finance, banking, forex, fund raising field.
$25 USD in 40 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
United States
0.0
0
Member since Dec 8, 2018

Client Verification

Thanks! We’ve emailed you a link to claim your free credit.
Something went wrong while sending your email. Please try again.
Registered Users Total Jobs Posted
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Loading preview
Permission granted for Geolocation.
Your login session has expired and you have been logged out. Please log in again.