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Financial advisor collaboration with estate planning attorney
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Finance & Management > Financial Planning

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The client has made the following changes to the job.


Job Description

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  • Posted: Tue, Sep 18, 2012
  • Time Left: Closed
  • Location: Anywhere
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  • Start: Immediately
  • Budget: Not Sure
  • Fixed Price Job
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Our estate planning firm has found it beneficial to partner with financial advisors and wealth management consultants who can help our clients find the right vehicles (insurance, annuities, etc.) to carry out their estate plans after we determine the right course for them. Our clients seem to like this approach as well. We are looking to partner with a few financial professionals who will host events with us to help leverage our marketing efforts. Our firm is licensed in Alabama so you MUST be able to serve clients in Alabama whether virtually through Skype or web conference or be willing to make a personal visit. Possible expansion to other states in the near future.

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Job ID: 33628212
Avg $ | High $ | Low $ — Show Pricing
  • Submit Date (Latest)

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 United States
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Proposal SEALED
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