Financial Services Planning Jobs

40 were found based on your criteria

  • Hourly – Less than 1 week – Less than 10 hrs/week – Posted
    We are a fund and looking to make an investment decision on 3 early stage companies. A recruitment company and two tech start ups. Don't have any prior financials, all assumption based. Planning to have shared resources between the 3 companies ie rent, legal, insurance, accounting, UX/UI, marketing. Though also want the model to show the businesses stand up independently Have a short timeline, ideally looking for the mostly completed model in the next couple of days. Prior ...
  • 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 ...
  • 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
  • Hourly – Less than 1 week – Less than 10 hrs/week – Posted
    ****We are a 5 star oDESK Provider*** We are looking for a candidate who can carry out regulatory or compliance research which relates to different European Countries. How to apply Please respond with a cover letter that includes the following: 1. Your background, cv, resume, 2. You must include I am a human not a robot in the first line of your bid. 3. Please confirm the time you could work over the next 1 day so we can schedule ...
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