I own a financial planning and wealth coaching agency that focuses on middle income families that the big banks have forgotten about.
My company helps these families by creating wealth management plans to ensure their income is protected, they handle their debt, and begin to save money and invest it so they learn the tools to have money work for them.
I have a project available to support 1000 small business employees with these services and need extra support.
Will train all team members and pay for team members to acquire appropriate state licenses to do this work.
Looking for team members across the USA.
7 freelances font une offre moyenne de 99 $ pour ce travail
I can perfectly assist you with that. I am a professional Financial Analyst and Financial Planner holding years of experience. I will be happy to discuss in detail.
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I have 15 years experience in accounting and financial planning. Two years as a consultant. My strengths are in analysis and problem solving as well as coaching. Thank you for your consideration.