Financial planning business jobs

I need a sales representative who can help me with client outreach and deal closing to grow my social media marketing agency (SMMA). My target market is real estate, law firms, and other small businesses. Key Responsibilities: - Client outreach to my target industries - Closing deals I'm looking for someone with: - Excellent communication skills - Experience with sales or client outreach - A background in social media marketing - Familiarity with my target industries would be a bonus Please include examples of your previous experience and rates with your bid.

I'm seeking a proactive and experienced freelancer to provide comprehensive strata management services for a residential real estate portfolio. Your primary responsibilities will include: - Financial Management: This involves the oversight of the property's financial operations, including budgeting, monitoring expenses, and ensuring financial stability. Experience in real estate accounting and financial management is a must. - Maintenance and Repair Coordination: You will be responsible for organizing and supervising maintenance and repair work across the properties. Effective problem-solving skills and a strong network of reliable contractors are essential. - Bylaw Enforcement: Familiarity with local property laws and strata bylaws is crucial. You w...

I am seeking an experienced developer or team to create and integrate an advanced automated options trading bot into my Demat account via API. This project ...troubleshooting and potential enhancements based on performance analysis. The ideal freelancer will have: - Proven experience in developing trading bots for options or other financial instruments. - Strong background in artificial intelligence and machine learning, specifically as applied in financial markets. - Expertise in API integration, particularly with Demat accounts or similar financial platforms. - Excellent communication skills to collaborate effectively throughout the project. I am looking forward to working with a freelancer who can bring this project to fruition, contributing to the success of my o...

I am a business advisor and I have a facebook page that is called THE NOMAD BUSINESS GURU. I use this page to share tax and business advise to help small business particularly migrants to Australia and conduct seminars for free. I call myself nomad because i am a migrant myself and i admire among nomads that they constantly assess their environment and if their environment doesnt serve them then they move. this attitude should be adopted in business environment. I want to have a logo to start creating a brand and I would like to it to send a message that i am someone who actually will help them increase their financial literacy so they can be better entrepreneur. As the nomad business guru i will be their guide helping them in navigating...

I am in need of a skilled website designer with experience in creating captivating, professional-looking informational websites. The website is primarily targeted towards business professionals. Key requirements include: - Development of an engaging, visually appealing and modern website design. - Ensuring the website is easy to navigate. - Incorporating elements that clearly communicate the business's objectives and services. Experience in creating similar informational websites would be highly advantageous. The ability to work efficiently and communicate effectively is essential.

'Alvo' means 'Target' in Portuguese. Business overview: Alvo is an expert sales prospecting services. We connect our customers with the right prospects, helping them to grow their pipeline and close deals faster. What We Do: Identify Ideal Prospects: Our team uses advanced data analytics to pinpoint the perfect leads for your business. Engage Effectively: We craft personalised outreach email campaigns that resonate with your target audience. Logo colours: Please look at logos with orange, white and maybe green. Logo feeling: clean, modern, technology and if possible a design that makes you think of a target or dart board.

I require an experienced business plan writer for my tech start-up. Our primary goal is not only to guide operations but most importantly, secure funding. - First, we operate in the technology industry, giving the task an innovative feel. So, a flair for crafting compelling narratives around technology projects is a must. - Secondly, we're at the start-up stage. Consequently, the potential for growth and scalability is immense. Candidates should be able to effectively communicate this potential onto paper. - Lastly, I would like to attract investors. Your experience in pitching businesses to investors, understanding their expectations and key concerns, will be highly appreciated. Skills ideal for this job would be advanced understanding of the technology industry, experien...

We are planning to create a professional A4 landscape brochure for presentation purposes, which will comprise approximately 40 to 45 pages, including a cover and back page, a table of contents, an "About Us" page, and possibly an introduction. Project Description: The main section of the brochure will consist of 31 pages, each showcasing one of our services, supplemented by 8 separate category pages that group services under thematic focuses. The texts for these pages have already been prepared. We require 3 different layout drafts for each of the 31 service pages, the 8 category pages, and the index page. Design and Layout Requirements: We will provide you with images and sample designs that can serve as a guide. It is crucial that the design remains clear and concise ...

Hi Graeme John D., I noticed your profile and would like to offer you my project. We can discuss any details over chat.

I'm in need of a thorough market, financial and competition analysis for food franchises in Jaipur. Market Analysis: - Understanding the target customer demographics is key to this project. This will help in tailoring the product offerings and marketing strategies. - A detailed competitor analysis is also essential. It should cover their strengths, weaknesses, opportunities and threats in the context of the market. Financial Analysis: - The financial analysis should focus on the return on investment (ROI) and profitability projections. This data will be crucial in forming an informed business strategy. Location Analysis: - The project includes a location analysis. The ideal freelancer should be able to identify prime locations for a food franchise that ...

...architecture, or urban planning, with extensive experience in researching and applying legal and regulatory requirements specific to different locations and project types. Responsibilities: Research and compile a comprehensive list of all building codes, bylaws, and government regulations applicable to the project. Analyze and interpret regulations specific to the location, area, and type of project. Provide detailed documentation and guidelines to ensure the project adheres to all legal requirements. Liaise with local government authorities and regulatory bodies as needed to clarify and confirm regulations. Stay up-to-date with any changes or updates in relevant laws and regulations. Qualifications: Proven experience in construction, architecture, urban planning, or a ...

I am launching a graphic design business focused on educational awareness and I'm seeking a skilled freelance graphic designer and web developer to help establish my brand. As a student and entrepreneur, I aim to create impactful designs and a robust online presence that promotes education. - **Graphic Designer Requirements**: - Proven experience in logo design and branding - Portfolio showcasing educational or awareness projects - Ability to translate educational concepts into visual designs that resonate with the target audience - **Web Developer Requirements**: - Experience in creating user-friendly and visually appealing websites - Proficiency in web development languages and CMS (e.g., HTML, CSS, JavaScript, WordPress) - Understanding of best practices for ed...

Redesign a retail space with a classic and traditional aesthetic. The task includes the imperative planning of product display shelves and checkout counters. Expertise in creating designs that harmonize functionality with a traditional aesthetic is a plus. Your skills should include: spatial design, knowledge of retail product display, and experience in effective placement of checkout counters. Experience with similar projects would be an advantage.

I am seeking a seasoned and highly efficient accountant to assist with bookkeeping, tax preparation, and financial analysis in a long-term capacity. Key Responsibilities: - Manage and maintain our financial records with rigorous bookkeeping - Conduct tax preparation and ensure all regulations are adhered to - Complete a financial analysis tailored to our business strategies Required Skills and Experience: - Proven accounting experience, particularly with bookkeeping, tax preparation, and financial analysis - Familiarity with Tally accounting software - Ability to work effectively in a long-term role The ideal candidate will ensure our finances are accurate, up-to-date, and compliant with legal regulations. You should be experienced, meticulous, and d...

...create a comprehensive mobile app focusing on Family Planning. The app will serve as an educational resource and a referral service for users exploring family planning methods. Key Requirements: - Development on Android Platform: The app should specifically be developed for Android devices. - Comprehensive Information: The app should provide detailed information on all family planning methods, including effectiveness, usage instructions, and potential side effects. - Side Effects and Management: Users should be able to access information on the potential side effects of various family planning methods, as well as guidance on how to manage these effects. - Referral Service: The app should offer users options to find and access family planning services ...

I am in need of a static website for my business. The main purpose of this website will be to showcase our products and services, provide contact information, and share some essential company information. Key Features: - Showcase Products/Services: The website should have dedicated sections to present our products and services in an attractive and informative manner. - Contact Information: A clear and easily accessible section with our contact details should be available. - Company Information: Some information about our company's background, vision, and mission should also be included. Design Style: - I am looking for a modern design style for the website. The design should be sleek, clean, and professional, with a focus on user experience. Color and Branding Guidelines: -...

...manage and optimize my Google Business listing for my tissue paper business. The main goal of this listing is to increase foot traffic to my physical store. Key Responsibilities: - Ensure that the listing is fully optimized to drive local traffic and reach the target audience effectively. - Implement strategies to enhance the visibility of my business in Google search results. - Regularly update the listing with new information and promotions to attract more customers. Requirements: - Proven experience in managing and optimizing Google Business listings, preferably for retail or similar businesses. - A strong understanding of local SEO and how to use it to drive foot traffic. - Excellent communication skills and the ability to work collaboratively to achie...

I'm seeking an experienced Figma designer to create a mobile-first website that combines wedding planning, an online shop, and holiday package bookings. Key Features: - Online Shop: This section needs to be engaging and easy-to-use, with a focus on converting visitors to customers. - Wedding Planning Tools: The site must offer a range of tools to help couples plan their special day. This section should be intuitive and user-friendly. - Holiday Package Booking: This part of the website should be designed with travelers in mind. It should encourage users to explore different destinations and book their ideal holiday package. Integration: - Payment Gateway: The website will require a secure payment gateway to handle transactions for the online store and holiday booking...

...reason. I am willing to pay $50 per account for the appeal process, and an additional $100 for each account that successfully gets reinstated. Ideal Skills and Experience: - Proven track record in successfully appealing closed accounts with Transferwise (or similar financial institutions) - Proficient in crafting comprehensive appeals that provide necessary information and evidence to address specific reasons for the account closure - Expertise in understanding the nuances of cryptocurrency trading and its impact on financial accounts - Ability to work with limited information and ambiguities to ensure a successful appeal - Excellent communication and negotiation skills to navigate the appeals process with Transferwise I am not able to provide specific information or ...

...create a comprehensive mobile app focusing on Family Planning. The app will serve as an educational resource and a referral service for users exploring family planning methods. Key Requirements: - Development on Android Platform: The app should specifically be developed for Android devices. - Comprehensive Information: The app should provide detailed information on all family planning methods, including effectiveness, usage instructions, and potential side effects. - Side Effects and Management: Users should be able to access information on the potential side effects of various family planning methods, as well as guidance on how to manage these effects. - Referral Service: The app should offer users options to find and access family planning services ...

I'm looking for a talented graphic designer to create marketing materials for my business. The primary focus will be on designing flyers and business cards, which will be used to promote my brand and services. Key Responsibilities: - Design engaging and visually appealing flyers to attract potential customers - Develop professional business cards that reflect my brand and leave a lasting impression on clients Ideal Skills and Experience: - Proven experience in graphic design, particularly in creating marketing materials - A strong understanding of branding and how to effectively convey brand identity through design - Proficiency in design software such as Adobe Creative Suite - Attention to detail and the ability to understand and incorporate my specific requir...

I'd like to have a Google Sheets-based Fixed-rate mortgage EMI calculator created. The calculator should require users to input the loan amount, interest rate, and loan term, and then provide the EMI for that mortgage. In addition, the calculator should also include: - An Amortization Schedule - An Extra Payment Cal...EMI for that mortgage. In addition, the calculator should also include: - An Amortization Schedule - An Extra Payment Calculator - An Affordability Calculator I am looking for an experienced spreadsheet professional who can create these functionalities in an easily understandable and user-friendly format. This project requires a strong understanding of mortgage calculations, Google Sheets and financial formulas. Please reach out if you have the relevant skills ...

I'm looking to develop an eye-catching logo and business cards for my gardening business, Super Garden and Yard. I'd like • The dominant colors to be green and brown representing nature and earth. A color palette that is balanced and pleasing to the eye. • Logos that incorporate elements of trees and grass as well as a shovel and rake. These symbolize the core services of the business and must be creatively integrated into the design. • Business cards that match the logo, maintaining the theme and color scheme. Ideal candidates for this project should have extensive experience in graphic design, specifically in the development of logos and business cards. A portfolio showcasing similar projects would be advantageous. Insight i...

I'm planning to launch a YouTube channel focused on creating funny, hilarious, and stupid content. I will be providing all the necessary footage and content for this project. Ideal Skills & Experience: - Proficient in video editing - Strong sense of humor - Experience in creating viral content - Ability to engage the audience I'm looking for a creative individual who can help me create unique content that will resonate with my target audience.

...Accountant (CPA) to provide tax planning and return preparation advise and services for my NEW business with no employees in Wyoming. Key Requirements: - Expertise in business tax preparation - Wyoming LLC jurisdiction knowhow - Minimum 5 yrs similar experience , please share profile if available! - Companies preferred and must be able to provide written advise / reply to my queries that , I will share with the selected company / individual. - Previous experience with LLCs - Knowledge of Wyoming tax regulations - Ability to provide tax planning and advice The ideal candidate would also be able to represent my company with the IRS if necessary. It's important for me to find someone who can help me navigate the tax landscape for my new b...

I'm looking to buy a "bag of credit" and pay for it in installments. I'm not sure what the terms of the credit are or what the bag represents, but I want to make payments on it in installments. I'm open to suggestions on what kind of credit to buy, how much to spend, and what kind of bag it is. Ideal Skills: - Financial expertise - Payment processing familiarity - Great communication skills to explain the concept in detail

I'm in need of an experienced video editor to create a compelling commercial. It will serve as a promotional tool for my business. The editing style I'm looking for is live-action. Key Messages: - This video should highlight the unique features and benefits of my product. - It should also effectively communicate my brand's story and values. - Lastly, it should incorporate a how-to or tutorial style to inform and engage our audience. The ideal candidate for this job should have a proven track record in video editing, especially for commercial purposes. Proficiency in live-action editing is a must. Experience in creating a narrative that seamlessly integrates product information, brand values, and educational content is highly desirable. Your editing skills will pl...

I'm looking for an efficient professional to help me establish and set up various Asana project management templates. I need: - Task tracking templates allowing me to monitor varied assignments, mandated deadlines, and crucial progress updates. - Project planning templates to plan projects efficiently. These should include project milestones, task dependencies, and the allocation of resources. - Team collaboration templates for team coordination. Therefore, proficiency in Asana usage is highly recommended. Experience in project management and an understanding of Asana's capabilities is a must. This should involve well-structured workflows and effective team collaboration. Bid with confidence if you can deliver effectively on these requirements.

We're searching for a skilled designer to create a minimalistic UI for our iOS and Android mobile app. The UX must be simplistic yet intuitive drawing from modern design principles. Key Functions: - Beautiful, elegant design to bring our brand to life - Management of our project brande...merchant offers and rewards - Navigation of transactional history - Navigation of loading cryptocurrency prior to spending - Additional features.. Ideal Skills and Experience: - Proficient mobile designer for iOS and Android design principles - Prior experience in minimalist and modern design aesthetics - Familiarity with neumorphism is a bonus (may explore this style) - Understanding of financial apps and the uniqueness of cryptocurrency is preferred Additional: - Brand style guide w...

I'm looking for a professional draftsperson who can fine-tune our existing draft plan for a house extension project. The goal is enlarging the space for existing Kitchen & dinning + a new entertainment room. Your duties will include: - Thorough a...include: - Thorough assessment of our current concept plans and reviewing the viability with respect to Kingston Council, Victoria, Australia requirements. - Improving the draft design ensuring optimal use of space - Submitting the final plan to Kingston City Council, Victoria, Australia for permit application (if necessary) Experienced freelancers with a proven track record in architectural planning, knowledge of local building regulations, and a keen eye for space maximization will be ideal for this project. I look forward t...

I'm looking for a professional draftsperson who can fine-tune our existing draft plan for a house extension project. The goal is enlarging the space for existing Kitchen & dinning + a new entertainment room. Your duties will include: - Thorough a...include: - Thorough assessment of our current concept plans and reviewing the viability with respect to Kingston Council, Victoria, Australia requirements. - Improving the draft design ensuring optimal use of space - Submitting the final plan to Kingston City Council, Victoria, Australia for permit application (if necessary) Experienced freelancers with a proven track record in architectural planning, knowledge of local building regulations, and a keen eye for space maximization will be ideal for this project. I look forward t...

...challenges and excels under pressure, turning last-minute calls into dazzling displays of creativity and innovation. Recently, Brandon faced a daunting task when he was tasked with salvaging the final day of a major event with only two weeks' notice. With his trademark style and panache, he orchestrated a show-stopping finale that left attendees speechless and solidified his reputation as an event planning virtuoso. Based in Austin but ready to bring his magic to you at a reasonable rate, Brandon's events have captivated audiences around the globe, earning him a well-deserved reputation as a trendsetter in the industry. His journey from adversity to international acclaim serves as an inspiration to all who dare to dream big and work hard to make those dreams a reality...

We're in search of an experienced and proactive Business Development Representative (BDR) to boost our cybersecurity services business. Your responsibilities will include identifying and finding new leads, as well as performing cold outreach via LinkedIn, Facebook, and Email. Key Qualifications: - I'm looking for someone with a fair understanding of the cybersecurity industry. - Your sales experience is crucial for converting these leads into real business opportunities. - Cold outreach skills are a must. You should be comfortable reaching out to potential clients in a non-intrusive but persuasive way. - Fluent English, strong communication and interpersonal skills. - Self-motivated and able to work independently. - Strong organizational and time management ...

I need a highly skilled marketer, pro...marketing campaigns that promote my company's brand, products, and services. Your role will play a huge part in increasing our brand's presence and creating new marketing opportunities. Ideal Skills: * Proven experience in Social Media Marketing, specifically in campaign management and development. * Strong understanding and expertise in funnel marketing. * Excellent communication and strategic planning skills. * Ability to target ad campaigns for the working professionals demographic. Your experience in funnel marketing and the ability to captivate the interest of working professionals via social media will be integral to this role. If you have a track record of creating brand awareness and executing powerful campaigns, I want ...

Overview: I need to create a video highlight reel of all of my previous works to put on my portfolio website. It needs to be: Fast paced with quick transitions Exciting Engaging Please ensure you strike the balance between fast paced, but having each scene on the screen for long enough that the consumer can actually still view it. Size: I need this exported in 4 different sizes. See below: 1920x1080 (Website homepage) (Will NOT need music or sound) 1080x1080 (IG) (Will need music) 1350x1080 (IG) (Will need music) 1080x1920 (IG) (Will need music) Length: The video should be 20 - 25 seconds long. Ensure it is no longer than this. Mediums: You will be required to use both video, 3D assets, and photos throughout this video. Creative references: The homepage video is what I am...

I'm in need of meticulous and organized professional who can effectively manage data entry, document organization, and scheduling tasks. The scope of the project includes: - Streamlining data entry processes - Organizing and managing key documents, specifically financial statements - Handling a dynamic schedule effectively The ideal candidate should be proficient with Microsoft Excel and Google Suite (Docs, Sheets, Calendar). Your expertise will help us improve our administrative operations efficiently and effectively.

I'm in need of a social media expert to produce engaging content and drive traffic to my business. Currently, I'm using Facebook, Instagram, TikTok, and YouTube. My primary aim is to leverage social media to generate leads and ultimately boost sales. Key Responsibilities: - Craft compelling product showcases that ignite interest and lead to conversions - Develop educational content that educates and attracts potential customers - Provide behind-the-scenes insights to give a personal touch to the brand The ideal candidate for this role should have a solid understanding of social media marketing and proven experience in creating content that drives sales. They should also be able to adapt to different platforms and have a creative mindset to engage with the audience effec...

...yearly financial statements. The role involves: signing off on “Notice To Reader” for RBC financial statements - Financial Statement Review: You'll be responsible for thoroughly examining our financial records to ensure they accurately represent our corporation's financial position. - Regulatory Compliance: Understanding of Canadian financial regulations is essential to ensure our financial statements are compliant. - Communication: It's important that you can clearly communicate your findings and sign off on our statements in a timely manner. Ideal candidates should be: - Certified Accountants: You must be a certified accountant in Canada. - Experience in Corporate Accounting: Previous experience with corpo...

I am in need of an experienced business plan writer to help me craft a detailed business plan with the primary aim of attracting angel investors. The plan should be completed within the span of one month. Key requirements include: In a business plan for bridal jewelry , several key topics should be covered to ensure a comprehensive and effective strategy: Executive Summary: Provide a concise overview of the business concept, target market, competitive advantage, and financial projections. Business Description: Detail the mission, vision, and objectives of the bridal jewelry distribution business. Explain the need for bridal jewelry in the market and how we will fulfill that need. Market Analysis: market research to identify the targ...

I'm in search of grant assistance for an important community project that involves the construction of new housing and rec centers. This grant aims to support local initiatives to enhance the quality of life in our area. Key Responsibilities: - Assisting in the development of grant proposals for this project. - Collaborating in the planning and construction process of new housing projects. - Aiding in the design and implementation of newly constructed rec centers. Ideal Skills: - Experience in community development and grant proposal writing is crucial. - Knowledge and proficiency in housing construction and architecture are extremely beneficial. - Skills in project management, specifically for housing and recreational facilities development. Let's impr...

I'm in need of a skilled business development professional specializing in the technology sector. My primary goal is to enhance market reach and establish a stronger foothold in North America. The ideal candidate should have a proven track record of delivering these results for similar clients. Key requirements include: - Extensive experience in the technology sector, particularly with startups. - A well-established network in North American markets. - A good understanding of the North American business landscape. Your strategic input could be invaluable to our growth plans, so prior experience in the startup technology market combined with a strong network in North America is crucial. If you have a history of expanding market reach and boosting sales, please reach ou...

I need a local representative in Basra, Iraq, or nearby to conduct a business verification. Below is the task: 1. Visit the target address 2. Take photos 3. Conduct a mini-interview Requirements: 1. Living in (or nearby) Basra, Iraq 2. Available to do the job during business hours (9 AM - 4 PM) Notes: - 1 project can only be taken by one freelancer (on a first-come, first-served basis) - The milestone will be released the following week (Monday) after the verification to give us time to organize the report and contact you if we need additional clarification.

I am in need of a skilled API developer who can create an API for a financial analytics tool. The main functionalities I am looking for in this API include: - Provision of Real-time data updates - Implementation of robust Security measures - Seamless Integration with existing systems - Development of a user-friendly Back-end and front-end infrastructure for an investment and trading app. - Connection of accounts in Forex, Stocks and Crypto brokers and exchanges to show live and historical statistics - Copy trading / social trading / PAMM with risk management features (on the next project) - Connection of startup business and real estate accounts (on the next project) Key Skills and Experience: - Proficiency in Python, Ruby on Rails and other relevant programming ...

I aim to gather insights from financial advisors on how they manage their personal finances. Understanding their investment philosophies and retirement planning strategies is key. This project focuses on growing wealth, and you'll be tasked with providing these insights in written format.

I'm in search of a Python developer with strong skills in both data analysis and financial modeling. The main task is to assist in analyzing market data. The outcomes of this analysis needs to be presented as interactive visualizations. Key responsibilities: - Utilize Python for data analysis: Your solid experience in Python should allow you to clean, manipulate, and analyze financial data effectively. - Implement financial modelling: Your understanding of financial modelling is important for you to interpret the data correctly in a financial context. - Analyze market data: The core objective of the project is to carry out analysis on market data. Strong attention to detail and good research skills are crucial here. - Present results: The final del...

I need some help building and testing quant strategies 1. Create IA framework to collect, process and append data for analysis, 2. write the rules for each strategy, 3. produce dataframes to visually produce signals 4. strategies run each day on daily data, framework will serve results each morning after market close

I'm in need of an experienced designer to create drawings for a manufactured home park that I am planning. This project requires a mixed layout style, and needs to accommodate 5 homes. Key responsibilities will include: - Designing a mixed layout for the park - Ensuring the design accommodates 5 homes - Prioritizing aesthetic appeal and practicality Your background should demonstrate: - Experience in designing park layouts - Knowledge of manufactured homes and their requirements - A portfolio of previous work in similar projects Your creativity and expertise will directly influence the success of my park, and ultimately affect future residents who will call it home. I'm looking forward to seeing your stunning designs.

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I am in need of a skilled 3D designer who can create a detailed design of a small commercial car workshop interior. Key Requirements: - The 3D design sh...design should be practical, realistic and conducive to the operational needs of a car workshop. Ideal Skills and Experience: - Proficient in 3D design software (e.g., AutoCAD, SketchUp, Blender) - Experience in designing commercial or workshop interiors - Understanding of layout optimization in small spaces The successful freelancer will deliver a 3D model that can be used for visualization and planning purposes. This model should be of high quality and provide a clear representation of the space. If you have relevant experience in this field and can meet these requirements, I would be delighted to discuss the project further...

I'm seeking a skilled professional to create a comprehensive pitch deck for my real estate project, with the primary goal of attr...create a comprehensive pitch deck for my real estate project, with the primary goal of attracting investors. Key Points: - The target audience for the pitch deck is primarily real estate investors. - The pitch deck should include detailed market data, financial projections, and unique selling points. Ideal Skills: - Proven experience in creating successful pitch decks for real estate projects that have secured investor funding. - Strong understanding of the real estate market and investment landscape. - Proficiency in presenting financial data in a clear and compelling manner. - Ability to articulate unique selling points and competitive a...