Financial Planner - Personal Finances

Geolance Web app that enables you to work for different projects, see tasks and give offers.

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How to start working with us.

Create an account.

Fill in the forms with the information about you that will help your clients to find you. Choose a job from our list of tasks and reply to it, so that the client will notice you.

Perform the task qualitatively and on time.

Do your job perffectly and promptly! Be polite to the client at all times! If you are not sure how do something, don't hesitate to ask for advice or clarification on our chat service - we're always happy to help!

Get paid for completed tasks.

Earn money by performing jobs assigned by Geolance customers. Once an order is completed, get paid within 24 hours via Stripe or bank transfer (depending on which payment method was chosen).

Geolance is the fastest-growing provider of professional services connecting in-demand providers with the companies looking for professional services. That means affordable services when you need them, built to meet your specific needs, and delivered by a suitable provider for the job. We are looking for Financial Planner - Personal Finances  to join our community.

Please note that you will be pre-registered with geolance after applying to this job board. So visit our staffing platform and log in with your email after applying to submit your portfolio and apply for projects.

Financial Planner - Personal Finances  responsibilities include:

  • Assessing client's current financial situation
  • Identifying and setting goals
  • Developing and implementing a plan to achieve those goals
  • Monitoring progress and updating the plan as needed
  • Providing support and advice to clients during difficult times
  • Helping clients stay on track with their financial goals
  • Educating clients about financial planning and investment strategies
  • Keeping up with changes in the marketplace
  • Building relationships with clients
  • Conducting research and staying up-to-date on new products, services, and other opportunities that could benefit clients Financial Planner - Personal

The ideal candidate will have experience with researching and identifying potential voters. They will also be able to work independently and be detail-oriented. If you are looking for an opportunity to make a difference in a fast-growing company, this is your role!

If you are a self-starter with a strong interest in Financial Planner - Personal Finances, we would love to hear from you!

Financial Planner - Personal Finances  skills:

  • Analytical skills
  • Problem-solving skills
  • Organizational skills
  • Communication and people skills
  • Computer skills
  • Detail-oriented
  • Ability to work independently 

If you're looking for an opportunity to grow and build your resume, then you are the person who should join the Geolance family. Here at Geolance, we want to work with you to build great connections to great projects. Our staff is always on hand to help you out with any issues or problems you might have. We want to make sure that you're happy with the work you're doing and the opportunities you're getting. We pride ourselves on working with the highest quality providers and go out of our way to tailor your search.

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