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Financial Plan Writer
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Finance & Management > Financial Planning

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  • Posted: Wed, Jan 09, 2013
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:
    Anywhere

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    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: $10 - $15 / hr
  • Hrs/wk: 40 | Duration: Not Sure
  • Work View™ Payment Protection
  • W9 Not Required
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We require a Financial Planner [FP]. Using a Wealth Management Financial Planning Software, the FP will perform data entry, data analysis, financial planning what-if scenarios, research, and plan generation. The FP will interface with Financial Advisors regularly, and will apply our techniques of financial planning and analysis to the data provided. The FP should be proficient with Microsoft Office Suite as well. FP must demonstrate organized but flexible thinking around financial planning concepts. The FPA should be familiar witht the following topics: 1. Retirement Planning including investment account choices 2. Education Planning incuding investment account choices 3. Risk Management including Life Insurance, Long Term Care Insurance, and Disability Insurance solutions 4. Basic Estate Planning Concepts We will provide remote training for the Cheshire Wealth Management Financial Planning Suite as well as our template library for finished financial plans....

Skills: Budgeting &a...

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Job ID: 36711273
Proposals
Hourly Rate: Avg $ | High $ | Low $ — Show Pricing
  • Submit Date (Latest)

 United States  |  
Financial economist/analyst with knowledge and skills in forecasting, valuation, risk management, accounting, statistics, data mining, and...
3
  |  
 0.0   |  Private   |  2 Jobs
Bid ID: 36874013  |  Submitted: Jan 15, 2013 10:44 ET 
Proposal SEALED

 India  |  
I am a Master in Business Finance from Institute of Chartered Accountants of India. I also hold degree of Chartered Accountant (CA), also known as...
2
  |  
 0.0   |  $0 Earnings   |  0 Jobs
Bid ID: 36865604  |  Submitted: Jan 15, 2013 05:37 ET 
Proposal SEALED

 Pakistan  |  
INVITED
"TO WHOM IT MAY CONCERN" I am a senior student of ACCA, a qualified accountant being offered by Association of Certified Chartered Accountants,...
2
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 0.0   |  $0 Earnings   |  0 Jobs
Bid ID: 36842428  |  Submitted: Jan 14, 2013 13:25 ET 
Proposal SEALED

 Jamaica  |  
INVITED
I possess excellent interpersonal, organizational, administration, bookkeeping, problem solving skills, and good written and oral communication...
1
  |  
 0.0   |  $0 Earnings   |  0 Jobs
Bid ID: 36733490  |  Submitted: Jan 10, 2013 12:18 ET 
Proposal SEALED

 Pakistan  |  
INVITED
I am student of ACCA part qualified. I need Job as Data Entry like online job.
Skills: Accounting
1
  |  
 0.0   |  $0 Earnings   |  0 Jobs
Bid ID: 36721915  |  Submitted: Jan 10, 2013 05:57 ET 
Proposal SEALED

Mizanur Rahman      
Mizanur Rahman's identity has been verified.  Learn More
 Bangladesh  |  
INVITED
By profession, I am an accountant having more than 10 years of experience. I have expertise in financial statement preparation and analysis,...
4
  |  
 5.0   |  $1,394 Earnings   |  2 Jobs
Bid ID: 36715630  |  Submitted: Jan 10, 2013 02:06 ET 
Proposal SEALED

 India  |  
INVITED
I am an IIM & IIT alumnus who is knowledgeable in finance and economics and at the same time passionate to deliver high quality work in this field.
4
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 4.8   |  Private   |  136 Jobs
Bid ID: 36711593  |  Submitted: Jan 9, 2013 23:33 ET 
Proposal SEALED
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