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Estate Planning Program Development
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Finance & Management > Financial Planning

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The client has made the following changes to the job.

Description
Date

Job awarded.

Jan 12, 2012
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Job Description

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  • Posted: Wed, Jan 11, 2012
  • Time Left: Closed
  • Location: Atlanta, 30067, United...
  • Client prefers freelancers from:
    Atlanta, 30067, United States

    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Immediately
  • Hourly Rate: $15 - $20 / hr
  • Hrs/wk: 20 | Duration: 3-4 weeks
  • Work View™ Payment Protection
  • W9 Not Required
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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.
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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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Job ID: 28032997
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Hourly Rate: Avg $ | High $ | Low $ — Show Pricing
  • Submit Date (Latest)

Ellen S.      
Ellen S.'s identity has been verified.  Learn More
 United States  |  
Winner
I have over 10 years of financial modeling, trading and data analysis experience both on the buy side and the sell side. As a previous Chartered...
3
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 0.0   |  Private   |  0 Jobs   |  2 verified credential(s)
Bid ID: 28048221  |  Submitted: Jan 12, 2012 10:36 ET 
$50.00/hr
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