Financial Services Planning Jobs

57 were found based on your criteria

  • Hourly – More than 6 months – 30+ hrs/week – Posted
    I am looking for an experienced Paraplanner to complete Statements of Advice for my financial planning business. Skills required: - Experience in completing financial statements of advice - ability to research financial products - knowledge of financial planning - have dealt with an australia/ UK / New zealand or american financial planning business
  • Hourly – Less than 1 week – 10-30 hrs/week – Posted
    What I am looking for is someone with the expertize who can develop me a business plan adequate enough to obtain the funds I need to maintain my business needs. I developed an app and looking for someone with knowledge in business plan in that area
  • Hourly – 3 to 6 months – Less than 10 hrs/week – Posted
    I need someone to assist me in researching businesses for sale that fit specific criteria: - Located in North america - Generate recurring revenue - Have solid, stable and predictable cash flows - At least $1 million in Cash Flow - Must have its own self-sufficient, management team You can use whatever research tools available to you such as listing services, business for sale databases, etc... You would be speaking with business brokers to confirm information and make sure the business fits the required criteria ...
  • Fixed-Price – Est. Budget: $250.00 Posted
    I am starting a non profit rescue for dogs. I need all the paperwork taken care of and fundraising set so I can buy or rent a facility in GA.
  • Hourly – Less than 1 week – Less than 10 hrs/week – Posted
    I have a: - W2 - 1099 INT from bank (not much - around $10) - A K-1 from my LLC
  • Fixed-Price – Est. Budget: $50.00 Posted
    Please read the following, carefully: • The final submission should show your understanding and application of the relevant concepts. • Since the assignment forms a part of the final mark for the unit, no assistance will be provided by the staff in relation to answers to the questions. However, if you need any clarifications in regard to the questions, you may contact the lecturer/tutor. • Your answers must be typed. Graphs may be drawn by hand. You should not need more than ...
  • Fixed-Price – Est. Budget: $100.00 Posted
    Hi there, I'm doing a financial planning course in Australia, and I'm stuck in one of the assessment. So, I need someone who can do the assessment about Statement of Advise for me. Job needs to be complete in a week. Here are the files for the assessment. The assessment that needs to be completed is Development Financial Plan which. it's basically creating a Statement of Advice for the clients. I already started answering some questions up ...