Ends 26 Mar 2018

Hello - I am looking to hire a financial coach/advisor to help me formulate a personalized savings/investment plan for both short and long-term goals. This is for an on-going basis. I am interested in retirement plans, investing in real estate and other goals.
I will only hire someone who is a fiduciary! PLEASE: ONLY apply to this position if you are a registered fiduciary advisor. At the top of your response message, please add the word "FIDUCIARY". I will automatically skip responses that do not include this. I will also ask you to verify your fiduciary status through a background check.
I am not only looking for a financial advisor. I'm looking for a financial advisor/coach in one. This means that I would like to find someone to continuously communicate with (on a two week basis at minimum). If all works out, this will be an on-going, long-term relationship.
Thanks -

Sign up to apply →

Posted on

Know a freelancer that can do this job?

Earn lifetime commission for every freelancer you refer, by becoming an affiliate. Find out more

Share this job: