Financial Services Planning Jobs

34 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 – 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 ...
  • Hourly – More than 6 months – Less than 10 hrs/week – Posted
    Hello I need sumbody to log into my binary option trading account 5 time week Mon-Fri for 1hr 30min 9;30.11.00 EST (New York ) Log into a live trader feed service at the same time and basically copy each trade made .. usually 1-2 .... Trades per night You need to have a knowledge of binary options ! Very Simple ... You Watch Professional trader ... and you copy Exactly in my account ..
  • Hourly – Less than 1 month – Less than 10 hrs/week – Posted
    I am a private lending firm looking to raise investors capital for lending on real-estate. I have an investor deck started but would like to improve on what I have. I will also need a one page teaser done in conjunction with the deck.