How to become a financial planner jobs
I am looking to establish a professional networking platform and natural mall shops in Italy. It is essential to have a detailed business plan for this operation within the next month. Key components of the business plan should include: - Market analysis: Understanding the market in Italy for professional networking platforms and natural mall shops. - Business model: Defining the revenue streams, cost structure and target customers. - Competitive analysis: Analyzing the competitors in the professional networking platform and natural mall shops space in Italy. - Marketing plan: Defining the marketing strategies to attract users and customers to the platform and shops. - Financial projections: Creating detailed financial projecti...
I'm looking for a seasoned sales trainer with exceptional negotiation and communication skills to develop and deliver a sales training program specifically tailored to the finance industry. The ideal candidate has: - Proven expertise in Investment Products. - Excellent negotiation and communication skills. - A track record of delivering engaging training programs. The program should span over the course of one week. Your role will not only involve designing the program, but also effectively delivering it to my sales team. The aim is to improve our team's sales strategies and customer engagement within the financial industry. If you have a passion for sales training and a deep knowledge of finance, you are the ...
We're searching for a highly skilled Lead Generation expert with a background in Accounting, Bookkeeping , Auditing and other Financial Services, for our Company, Bliss Infovision Private Limited is a Private incorporated on 09 June 2014. Key Responsibilities: - Generate potential leads from the East Coast of the USA. Ideal Skills and Experience: - Moderate experience in the financial services sector. - Proven results in lead generation campaigns. - Familiarity with East Coast markets and sectors. We welcome the opportunity to work with an experienced individual who can help us strengthen our reputation and increase our client base in the USA. This is an overseas partnership opportunity with a well-established Chartered Account...
I'm in immediate need of a dedicated and dynamic Virtual Assistant to support my growing needs. The ideal candidate will be someone who thrives in managing multiple tasks efficiently and possesses a keen eye for detail. Your main responsibilities will include: - Managing my emails with the utmost discretion and organization. - Scheduling appointments, ensuring I never miss an important date. - Conducting data entry tasks with accuracy. - Performing internet surveys to gather valuable information for projects. - Preparing ad-hoc reports based on collected data and research. To excel in this role, you'll need to work approximately 6 hours a day, 6 days a week. This schedule is designed to ensure continuity in my opera...
Pre-teens are a curious bunch, teetering between childhood wonder and teenage independence. Museums, with their vast collections and interactive exhibits, can be the perfect playground to ignite this curiosity and equip them with valuable life skills. But how do we transform a museum visit from a passive stroll to an active learning experience? This blog delves into life skills activities that pre-teens can engage in at museums, turning a casual outing into a springboard for future success. Unleashing the Inner Communicator: Debate Club in the Dioramas: Museums often have dioramas depicting historical events or ecosystems. Divide your pre-teens into groups and assign them opposing viewpoints related to the scene. Encourage th...
...am looking for a virtual CFO to assist me with financial forecasting and budgeting for my business in accounting. Key Responsibilities: - Provide expert guidance and support in creating accurate financial forecasts. - Develop efficient and effective budgeting strategies to align with our business goals. - Offer insightful recommendations on financial planning, risk analysis, and performance measurement. Ideal Candidate: - Proven experience in financial planning, forecasting, and budgeting. - Extensive understanding of accounting practices, particularly in the accounting industry. - Prior experience using Xero for accounting software is highly desirable. - Strong analytical and problem-solving skills. - Excellent communication and prese...
Tasks : 1. Construct a queueing model that replicates a week of collecting and processing DNA samples. a. First develop a flow diagram of how the process works, from the reporting of a crime, to the eventual match/no match on the DNA database. b. Identify any conditional aspects of the process, for example if there are any stages of the process where resources only become available once the previous sample has been processed. c. Second, write out the relevant equations associated with each step of the process, and construct a formula for the overall time in system. d. Use relevant notation and write out equations using Equation Editor in Word. e. Note – the rule of thumb is that any reader can pick up your report and rep...
I'm searching for a versatile individual to create engaging posts on my Instagram account in Romanian. Key Responsibilities: - Develop text-based posts: The posts need to be in Romanian and should be engaging, informative, and relevant to the modern lifestyle. - Create image-based posts: Visuals are crucial for this project. The images should be high-quality and match the interests of young adults and parents in Romania. - Produce video-based posts: It would be great if you can create short, interesting videos that can capture the attention of my audience. Key Objectives: - Increasing brand awareness: The content you create should help to establish my brand as a reputable and well-known entity within the Romanian market. - Promoting products...
I'm looking for an experienced management accountant to help with various accounting tasks. MUST HAVE - qualified chartered accountant - minimum 10 years experience Key Responsibilities: - Financial Reporting: I need assistance in preparing detailed financial reports to ensure we have a clear picture of our financial standing. - Budget Forecasting: You'll be responsible for creating a reliable budget forecast to assist in our financial planning and decision-making processes. - Tax Preparation: I require support in preparing and filing taxes for the company to ensure compliance and minimize our tax burden. - UK Company Secretary: Knowledge of UK company laws and regulations is crucial in this role. You'...
Creation of Design Sheets for Martial Arts School **Project Description:** We are seeking a talented graphic designer to create three professional presentation sheets for our martial arts school. These sheets will be used in sales conversations to visually convey the specific benefits of our training program to potential members. **Objective:** Each sheet should visually highlight a specific benefit of our training program: 1. Boosting Self-Confidence 2. Development of Defense Skills 3. Physical and Mental Balance **Format and Software:** - Size: 20x30 cm - Software: Photoshop or PowerPoint - The final files should be editable to allow later insertion of photos. **Design Requirements for Each Sheet:** **Sheet 1: Boosting Self-Confidence** - Ti...
I'm looking for an experienced business planner to help create a detailed business strategy for my upcoming baby milk infant formula brand in Saudi Arabia. I'm targeting a wide range of age groups, from newborns to toddlers, including specialty formula. Key Elements: - **Market Analysis**: This should outline the current market situation in Saudi Arabia, including competitors, market size, and trends. - **Financial Projections**: The business plan should include detailed financial projections over the next 3 years. This will be crucial for securing investments and planning our growth. - **Marketing Strategy**: I need a comprehensive marketing plan that will help us effectively reach our target audience in Saudi Arabia. - **...
Introduction: Brand Overview: DankDrop aims to become a leading name in cannabis delivery across South African cities, known for its professionalism, efficiency, and high-quality products. The vision is to facilitate easy and efficient ordering with swift delivery, ensuring customer satisfaction and loyalty. Purpose of the Brand Guide: This document will serve as the authoritative guide for all DankDrop branding efforts. It will ensure consistency and cohesiveness across all platforms and media, reflecting the brand’s sophisticated and professional image. 1. Logo Usage Standard Logo: High-resolution image of the existing logo must be included. Alternate Logos: Show any alternative logo versions and specify appropriate use scenarios. Size Sp...
I'm looking for a skilled developer to create a simple SaaS tool specifically targeted at small business owners. The primary goal of this tool is to provide real-time cash flow updates to the users. Key Functionalities: - Real-time Cash Flow Updates: The tool should be able to provide real-time monitoring and reporting of cash flow changes. User Data Input: - Integrating with Accounting Software: The tool should allow users to input their financial data by directly integrating with their existing accounting software like quickbooks. Ideal Skills: - Proficiency in SaaS tool development using a no code tool flutterflow - Experience with real-time data processing - Previous work on financial reporting tools - Fam...
I need an entry-level appointment setter to help with my financial services. The main tasks will be: - Interacting through Linkedin - Targeting clients within the financial services industry I require an individual that is: - Able to communicate effectively - Proficient in email and online chat via LinkedIn - Detail-oriented and able to maintain proper documentation - Enthusiastic and eager to learn Please provide examples of work in this field and success
...Balance Sheet to English Project Description: I am seeking an experienced translator to translate the balance sheet of my company from Italian to English. The balance sheet contains important financial information that needs to be accurately translated for business purposes. Project Details: Document Length: The balance sheet consists of 38 pages. Deadline: The translation must be completed by next week, asap. Expertise Required: I prefer a translator who has experience in financial or business translation, particularly with balance sheets. Technical Terminology: The balance sheet may contain technical financial terminology, so familiarity with such terminology is essential. Requirements: Experience: Please provide evidence o...
This project requires a PowerBI expert to create a dynamic dashboard that tracks and compares planned project dates versus actual dates. The objective is to offer a detailed analysis of project progress, identify potential delays, and assess overall performance. • The ideal candidate should have solid PowerBI experience and a deep understanding of project management metrics. • A clear understanding of analyzing sales, customer, and financial data is needed. • Knowledge of trends and forecasting based on historical data would be advantageous. • The dashboard should be capable of refreshing and updating on a weekly basis to track the ongoing progress. The aim is not just to create a da...
I need a detail-oriented professional to help with my bookkeeping and prepare financial statements using Excel. Key Responsibilities: - Regularly update my Excel spreadsheets with day-to-day transactions - Prepare monthly financial statements for my business Ideal Skills & Experience: - Strong Excel skills, including advanced functions and formulas - Experience in bookkeeping and financial statement preparation - Attention to detail and a good understanding of accounting principles Please note: - The role is likely to require around 10 hours of work per month - I may consider transitioning to a more robust accounting software in the future, so experience with QuickBooks or Xero would be a plus.
As a growing business, I need a finance and accounting expert to assist me in streamlining our financial processes and managing our budget. Key Responsibilities: - Streamlining Financial Processes: I'm looking for someone who can review our current processes and suggest improvements. You should have experience in implementing efficient financial workflows. - Analyzing Financial Data: You'll be responsible for analyzing our financial data, looking for trends, discrepancies, or areas of improvement. Being able to provide recommendations based on this analysis is essential. - Creating Accurate Financial Reports: You'll be expected to prepare financial statements and reports that are accurate an...
...am looking for a clean/fresh professional logo from a designer who can create multiple iterations of my company's potential logo for "Dilshad Alvi" in different color schemes, highlights and silhouettes. The ideal candidate should have experience in designing logos for existing businesses. Color Preferences: While I have some ideas for the color scheme, I am open to suggestions and would appreciate the designer's expertise in this area. Logo Elements: Since many people call me "DIL", and I use "DIL" with many of my hashtags (Example:--> #DilWithIt), and I am using my name "Dilshad Alvi" as the company name, I would consider incorporating some sort of highlight or bold to "Dil" within "Dil...
...graphic designer who can create a strikingly bold yet professional logo for my financial firm. With no specific design ideas in mind, I am completely open and eager to collaborate on unique concepts that will capture the essence of the brand. Ideal Designer: - Proven graphic design experience, particularly in logo development - Creativity and strong portfolio in design - Excellent communication and interpretation skills Style: - The style should be professional and bold. I seek to balance modern elegance with a commanding presence in the market. Color Palette: - The primary colors for the logo should be blue and black. A good understanding of color theory and the ability to provide suggestions for complementary colors will be apprecia...
I'm in need of an expert who can develop a risk assessment model for Cmbs SASB. The main goal of this project is to identify and analyze risks associated with my investments. Key Project Details: - The primary focus will be creating a risk model for Cmbs SASB. - I will provide third-party analytics data which you will need to integrate into the model. - The development and implementation of this model will be done using Excel. Ideal Candidate: - Prior experience in financial risk assessment, ideally involving Cmbs SASB. - Proficiency in Excel is a must, as this will be the main tool for developing the model. Please provide any relevant past work or experience that you think aligns well with this project. We can discuss further ...
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Ideal Skills and Experience: - Proficient in navigating various databases and not limited to Google (main search engines). - Previous experience in compiling contact lists based on specific criteria. - Familiarity with job titles within the financial sector, particularly relevant to CPA firms.
...in need of an expert who can assist with financial analysis and create a 5-year sales and expenses forecast for my startup. I'm specifically looking for a professional who can: - Perform a comprehensive financial analysis for my startup. - Develop a 5-year sales and expenses forecast using customizable templates. - Include a detailed cash flow analysis in the forecast. The ideal candidate for this project should have: - Proven experience in financial analysis and forecasting. - Proficiency in creating customized financial templates. - Strong expertise in conducting cash flow analysis. - Ability to deliver high-quality work within a reasonable time frame. Example sheet attached below (it's referenc...
I'm lo...Capability**: The ability to manually match transactions is crucial as it allows us to handle exceptions and discrepancies effectively. Current Discrepancy Handling: - Discrepancies between the systems are currently addressed via manual review and adjustment. The integration should help minimize these instances and make the process more efficient. Ideal Skills and Experience: - Experience in integrating Xero with Procurement systems is a plus. - A good understanding of financial processes and payment matching. - Ability to develop a system that allows for manual override matching. - Proven track record in creating efficient systems to manage discrepancies. The primary goal is to have a seamless and...
...seeking partners to become my local sales channels in North America, Europe, Russia, India, Japan and Korea etc. The primary products to sell are UAVs, bearings, and titanate material (e.g. brake). The ideal candidate will have: - Experience selling to the automotive and industrial manufacturing sectors - Know related product importation process, import duty, custom clearance, local transportation - Homologation if any - A strong network and knowledge of these regions - Familiarity with the specific products, their applications, and market demands Your role will involve selling these items to your local customers, establishing a steady sales channel for my products in these regions. Let's collaborate and create a mutually b...
I am looking for a dating application in flutter with admin panel using node js. I don't want to use firebase as the operating cost will become high. So need a solution which will be cost friendly in terms of monthly/yearly operating cost.
I'm looking for a logo designer to create a simple yet unique logo for my brand. The primary purpose of this logo is to represent my company's values. Key Requirements: - Incorporate a stegosaurus, with 'STEG' written inside it - Implement a dark and bold color scheme - Bonus points for making the scales a sine/cos waveform with variety - I like the integrated Steg in the example image. Expand on this concept. Make Steg readable and connected as simple is possible. The T and E shared, the E going through the G, I like those ideas This logo will be used across a range of platforms, including: - Online (websites, social media) - Print (business cards, flyers) - Merchandise (t-shirts, mugs) Ideal Skills and Exp...
I'm looking to lay out a solid business plan for providing personal care services specifically aimed at adults with disabilities. The primary services that my business will offer include: - Assistance with daily activities - Help with personal hygiene The freelancer I need for this project should have: - Experience with healthcare or disability services in Australia - Strong knowledge of business planning - Proven ability to complete market analysis reports and financial projections - A good understanding or willingness to research policies and regulations surrounding disability services Ultimately, the goal is to develop a comprehensive plan that not only covers potential business hurdles, costs, and market strategies but al...
I'm looking to lay out a solid business plan for providing personal care services specifically aimed at adults with disabilities. The primary services that my business will offer include: - Assistance with daily activities - Help with personal hygiene The freelancer I need for this project should have: - Experience with healthcare or disability services in Australia - Strong knowledge of business planning - Proven ability to complete market analysis reports and financial projections - A good understanding or willingness to research policies and regulations surrounding disability services Ultimately, the goal is to develop a comprehensive plan that not only covers potential business hurdles, costs, and market strategies but al...
Seeking sales oriented freelancer to help our charitable organization raise funds to supply medical equipment to people in need in Israel (for starters). We are a USA charity, registered with the IRS. We have a website and payment portal ready. We also have initial marketing being carried out with The Times of Israel. Eventually, we will be expanding the scope of our service. We have suppliers and logistics for delivery of donated equipment. We have an online payment portal and are now ready for action. Your Present Role Involves: - Figuring out how to build momentum within the Jewish community, and with any other people or groups who have goodwill, who would be willing to help injured persons gain faster, better recovery with...
...beginning of this job description post. We are looking for a motivated and successful grant writer located within Canada! The grant writer will be responsible for locating, researching, and applying for potential funding opportunities in order to ensure successful grant approvals. The Grant Writer MUST be Canadian or have the expertise and experience with the Canadian government, ideally living in Canada and speaks and writes English Fluently. They MUST specialize in IT/digital marketing/ ecommerce/employee hiring grants They MUST have a proven strong track record of total grants submitted vs approvals in the last year within Canada. They are responsible for finding funding opportunities for our organization and writing polished proposals to earn Ontar...
...seeking a skilled marketing professional to construct a comprehensive investment offering. This is projected to facilitate the acquisition of an apartment complex in the next 3 months. **We will collaborate on the financial projections, specific business plan, etc. - we need someone who can beautify the hard data (text/financial projections/graphs/maps) and make it digestible to read for a prospective investor. Our end goal is to have TWO forms of this investment offering (a summary teaser that is high-level, and a more granular deck that contains additional detail) that we can recycle on future acquisitions by altering text & numbers without having to re-create the entire pitch** The offering...
I'm in need of a comprehensive business plan that would help me secure a dealership allocation for Sea-Doo and all BRP models for ATV/UTV/Watercrafts. The plan should focus on securing funding from investors with a solid elaboration on how the dealership will operate, grow and sustain itself. In particular, I'm looking for: - A detailed plan that proves the viability and potential of this venture. - A strategic approach to engaging investors and securing their financial backing. - A clear explanation of how the dealership will target and capture the ATV/UTV/Watercrafts market. - An analysis of the competitive landscape and a strategy for differentiating the dealership. - Projections for growth, revenue,...
Hi Souvik! We're ready for the website design! This will be a new website for JulieHoliday.com. The one you designed will become a different URL. We will need the design to be put into my wix account - similar to the site you designed before. Here is the website of inspiration: I'd like my website to be very similar!!! Pay schedule: $50 upfront $50 when initial design is complete/approved $50 website into Wix. Let me know when you're ready to start!
I would like to design standard operating procedure (rules of lead engagement) based on large medium and enterprise segments- 1) how should sales consume the leads once a lead is assigned to the sales reps. 2) Define the stage movement timeline from one stage to another in salesforce based on which stage the lead is in. 3) How long to wait to send a follow up email /call after the two way connection has been established. 4) Reason to close or recycle the lead 5) Activities logged in salesforce. etc.
I am in need of someone with expertise in updating tasks in a digital planner. I would need the freelancer to: - Automate the initial task in bucket 1 to re-appear after completion - After bucket 1's task has been completed, automate a new task in bucket two, -Once bucket 2's task is complete, automate a new task in bucket 3, and so on. I specifically require these tasks to be automated using Power Automate. The ideal freelancer will have experience in digital task management, Power Automate and task automation. This should allow for a smooth update of tasks in my planner without the need for manual input.
I'm in need of a highly skilled writer to create an urgent ethical paper on justifying war in specific situations. Your task would be to: - Write a detailed, philosophical argument that justifies war in certain, defined circumstances. - Provide sufficient, logical reasoning and ethical principles behind the justification. I require a unique, thought-provoking and high-quality paper that showcases critical thinking and application of ethical theories. Ideally, the freelancer should possess a background in philosophy or a related field and have experience in writing about ethics, particularly just war theory. The paper should be completed as soon as possible. here is the email my professor sent about the paper- The paper is to...
...Manufacturing, Banking, Retail Industry. Working Hour: 3 hour per day (per day) Salary: 150 – 200 INR Per Hour Job Responsibilities : • Understanding Company requirements. • Understanding, consolidating and analyzing data from spreadsheets. • Creating dashboards, reports and charts in Analytics tools. • Working on financial and other types of modeling projects. • Having knowledge Dashboard Creation, Mainframe automation through VBA. • Good Technical knowledge of VBAs, Macro, MS Office skills to drive automation opportunities. • Well-versed with dynamic loops, data extraction from images. • Work with users and team members at all levels for performance improvement and suggestions. • Understand and prepare Ad hoc report...
I'm looking for a skilled developer to create a comprehensive, easy-to-use ERP software tailored to the gold and diamond jewellery industry. This system will be integrated with e-commerce and feature several additional modules. Key features required: - Inventory Management: The system should efficiently track our jewellery stock levels. - Sales Tracking: Real-time data on our sales performance. - Customer Management: To maintain a customer database. - Credit Management: Tracking outstanding credit and sending payment reminders. - Finance Management: Tracking income and generating financial reports. - CRM: To maintain good relationships with our customers. - E-commerce Integration: Development of a functional e-comm...
I am seeking a proficient Python coder who can convert my current pinescript strategy into Python code. This strategy uses supertrend and SMA on daily and weekly timeframes. Key Elements of the Project: - The conversion will enable backtesting of multiple stocks in batches. - The intended outcome is to accurately analyze the performance of the strategy across different stocks. Required Knowledge & Skills: - Deep understanding of Python coding and algorithm optimization. - Understanding of financial indicators especially the supertrend and SMA. - Experience in handling financial data for backtesting, including historical stock prices, volume data, and multi timeframe. Note that the exact rules for the long and short entries will be provided once you'...
I am looking for a skilled individual to revise my R Easy Demand System. Although details weren't specified regarding the exact areas of the system that necessitate revision, the successful candidate will be expected to do a comprehensive examination of the system and propose areas of improvement. Moreover, they will then be responsible for implementing these changes. DELIVERABLES The job will consist of the following: 1. Revise the script to make sure it works, and the estimates are consistent with the Stata estimates (I have the estimates for comparison). 2. Add the script to an existing R package (). I have cloned that package at It will be updated to become easi2. The easi package currently uses 3sls for the estimation
...need of a versatile and comprehensive ERP system specifically tailored for a jewellery store. This system will need to be compatible with both Windows and Mac operating systems. Key Features: - Inventory Management: A robust tool to manage my stock of jewellery items, including tracking and updating inventory levels in real-time. - Sales and Order Management: A seamless system to handle the processing of orders and managing sales records effortlessly. - Customer Relationship Management (CRM): A centralized platform to store and manage customer information, with a focus on providing personalized and exceptional customer service. - POS & Credit Management: An integrated point of sale system that also incorporates c...
...Description: I am seeking an experienced freelancer to develop an All-in-One AI-based HR Solution Platform entirely from scratch. This platform will serve as a comprehensive tool to streamline various HR processes and enhance efficiency across our clients' organizations. Requirements: The freelancer is required to develop a single platform capable of providing web and aap based services for product owner and client user interface, with the following functionalities: 1. Recruitment and Applicant Tracking: Streamline the recruitment process, from job posting to candidate selection, with robust applicant tracking capabilities. 2. Employee Onboarding and Offboarding: Simplify the onboarding and offboarding processes for new and departing emplo...
...looking for an experienced professional to create a substantial PowerPoint presentation for executive purposes. The presentation should be dynamic and engaging, while packed with crucial information. It will need to include a detailed analysis of our market and its trends, as well as our product features and benefits. Key requirements include: - More than 20 slides - Incorporating Product Features and Benefits, Market Analysis and Trends, Company achievements and goals, and Financial Information. Skills needed: - Proficiency with PowerPoint and creating data-rich, visually appealing presentations - A solid understanding of market analysis and financial data - Excellent communication skills to translate complex information into s...
I'm in need of an expert to create a business plan for my Health and Wellness enterprise. Your application should demonstrate that you have deep experience in forming business strategies, particularly with regard to the health and wellness industry. Key areas to cover in our collaboration include but are not limited to: - Market analysis and understanding - Marketing plan - Financial forecasting Though an extensive background in health and wellness sector is not a necessity, combined with strong business planning skills, it will definitely put you in our good graces! If you believe you fit this description, I look forward to reviewing your application.
...seeking an expert in bot development, with a specific focus on financial trading. Your task will entail adding functionality to an existing trading bot, designed to interact with the Robinhood app. Key Requirements: - The bot should operate based on user conditions primarily, with a minor reliance on its built-in algorithm. - After identifying a high point, the bot should immediately sell. - Conversely, after determining a low point, the bot should buy. - The bot needs to establish these high and low points based on a combination of news, average, and RSI factors. Ideal skills and experience: - Proficiency in the programming language/s used by the existing bot - Deep understanding of stock market functionalities - Proven ...
