All Services Administrative & Secretarial Customer Service & Account Management Financial Consultor $10/hr · Starting at $25 Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assetsOffering strategic advice on products and services, such as investments, insurance coverage and debt management toolsSecuring stocks and bonds and establishing progressive savings accountsMoving money from accounts per industry and federal regulationsPerforming market research to stay current with financial trendsPreparing financial documents, such as income projections and investment reportsMaintaining compliance with all rules and regulations in the financial industryIdentifying and pursuing potential clients to maintain a strong client base About $10/hr · Ongoing Download Resume Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assetsOffering strategic advice on products and services, such as investments, insurance coverage and debt management toolsSecuring stocks and bonds and establishing progressive savings accountsMoving money from accounts per industry and federal regulationsPerforming market research to stay current with financial trendsPreparing financial documents, such as income projections and investment reportsMaintaining compliance with all rules and regulations in the financial industryIdentifying and pursuing potential clients to maintain a strong client base Skills & Expertise Account ManagementAccountingClient AssessmentClient OrientationCollectionsCompliance ConsultingCustomer ServiceFinancial Services 0 Reviews This Freelancer has not received any feedback. Browse Similar Freelance Experts Account ManagersCompliance ConsultantsCustomer Service RepresentativesFinancial ServicesAccountantsCollection Managers