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

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  • Posted: Tue, Sep 18, 2012
  • Time Left: Closed
  • Location: Anywhere
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  • Start: Immediately
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  • 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
 
Proposals
Avg $ | High $ | Low $ — Show Pricing
  • Submit Date (Latest)

 United States  |  
Goshen Business Group, LLC (formerly Brown Accounting Solutions, LLC) serves the financial and business compliance consulting needs of small to...
1
  |  
 0.0   |  Private   |  0 Jobs
Bid ID: 33868531  |  Submitted: Sep 26, 2012 23:29 ET 
Proposal SEALED

 United States  |  
Finance MBA with 14 years experience in the equity markets, with 8 years Options trading experience. Highly skilled in the use of both...
1
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 0.0   |  $0 Earnings   |  0 Jobs
Bid ID: 33645189  |  Submitted: Sep 18, 2012 17:01 ET 
Proposal SEALED

 United States
I am an Independant Financial Advisor with over 15 years of industry experiance. I can write research reports and offer advice on cash management,...
1
  |  
 0.0   |  $0 Earnings   |  0 Jobs
Bid ID: 33632034  |  Submitted: Sep 18, 2012 09:31 ET 
Proposal SEALED
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