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Financial Advisor, ready to step up to the next level
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Finance & Management > Financial Planning

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  • Posted: Sun, Feb 12, 2012
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:
    Anywhere

    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
  • Budget: Not Sure
  • Fixed Price Job
  • Elance Escrow Protection
  • U.S. freelancers must have W9
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I am a series 7/66 financial advisor in southern Indiana. My business consists of primarily mutual funds. Very few annuities. Some Life & long term care insurance.

I was recently awarded the local readers choice award for "best financial advisor" I want to capitalize on the credibility provided by this award.

I do not want to cold call or go door to door. I am currently involved in networking groups, got alot of business from them initially, but its slowed down now.

I am a US Army veteran, served for 5 years, got out in 2008.

See my website at   [obscured]  

I am open to ideas, but I'm not as busy as I should be, I need help taking my practice to the next level. Bring all proposals!

Thanks!

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Job ID: 28629297
Proposals
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  • Submit Date (Latest)

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Bid ID: 28667297  |  Submitted: Feb 14, 2012 01:31 ET 
Proposal SEALED

 Spain  |  
I'm a tech-savvy Project Manager (with UC Berkeley training and PMI methodology), speak 4 languages, and was already teaching on the university at...
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Bid ID: 28632596  |  Submitted: Feb 12, 2012 08:35 ET 
Proposal SEALED

 Pakistan
Just name it and consider it DONE!! I can do many of thing like Marketing, Finance and Account, Sales, Tracking of order, Word Document...
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 0.0   |  Private   |  0 Jobs
Bid ID: 28629882  |  Submitted: Feb 12, 2012 02:10 ET 
Proposal SEALED
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