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The client has made the following changes to the job.
Client prefers freelancers from:
Atlanta, 30067, United States
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The client prefers freelancers from
a different location.
This estate planning program will be designed to help Financial Advisors with surveying thier clients for more information about their financial needs and extended family financial needs. We have all of the information required to create the content we need someone who can create a smart and easy to use set of tools to gather and provide feedback to the financial advisor. US based skilled person only apply. This person should understand financial advisor type programs which service wealth management needs.
Added 11 JAN 2012, 16:43 PM EST
Three parts of the program - (1) Gathering data tool (survey for Advisor and for Advisor to use with Client) (2) Data collection tools with a decision tree process(3) Data output process to move the Advisor through to asking more quesions about servicing new financial needs with clients and monitoring process.
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