How to say no to a financial advisor Jobs

...were is teaching me this points: - Jewlry Retousch - exempt property ( cuting objekts) - Creating Reflections - Edit Colours - Edit Contrasts / Brightniss - Technical Know about Adobe Photoshop - Creativ Design Iam biding 410€ for those, whos teaching me to create / Retousch Jewelry like thise Pictures Original Pic: I Have to be able to create Pictures like this: For those wheres biding on this Project, have to give me an Bill over 410€ on my Company name includet VAT (Taxes) Greetings CortezTR...

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I need a professional website that aptly portrays my investment advisory services and showcases my portfolio. The website should cater to individual investors, small business owners, and high-net-worth individuals. Key Features: - Detailed and clear information about my advisory services: Candidates with experience in creating informative and engaging content relating to finance or investments will have an advantage. - An investment portfolio section: The ideal freelancer should demonstrate an ability to elegantly display financial data in an accessible manner. - A contact form: Allow visitors to submit inquiries directly through the site. - An investment calculator: This needs to be user-friendly and visually appealing, requiri...

I need expert assistance with a specific task related to Excel. This task involves the careful extraction of data from Excel into a pivot table. The data in question is financial in nature, and more specifically, the focus is on expenses. Here is what I require: - Just the expenses data extracted from the Excel file and made available for the creation of a pivot table. - You'll need to determine the format of the data in the Expenses column. Your skills and experience: - Advanced knowledge of Microsoft Excel, especially in working with different types of data. - Proven experience in handling financial data, specifically expenses. - Ability to interpret varying formats of data on Excel. - Good problem-solving abilities, given t...

...need a freelancer who can conduct a quick stock market research based upon availability. I am looking for a potential talent that can develop an algorithm for me that can help us keep earning money in the stock market without losing any money. I want to make an automate notification based on financial news so that I can just simply buy it if I know the top price going to go up and sell it if I know the stock price goes down in the future. So then I can prevent such thing, loosing money, to happen to me again in the future. For example, if I ask you, why is this particular stock's price (7781.T) has significantly decreased today morning (16th March 2024) ? What is your proposal solution to prevent that from happening o...

I'm looking for a freelancer to build a microfinance project. The goal of this project is to facilitate small loans to entrepreneurs and track loan repayments. Readymade Micro finance project for WestBengal base. The ideal candidate should have experience in developing financial management systems. Clear understanding of microfinance principles is a plus. Looking for a freelancer who can deliver a user-friendly, secure, and reliable platform.

...looking for a talented frontend developer to obtain sample songs from 20 famous singers and upload their songs and images to the frontend. We are developing an AI song generator web application. If you do well on this small task, you will be fully involved in the development and updates of the frontend portion of this dynamic project. The basic frontend has already been developed by one developer. Frontend update is required. Here are ten of the most famous singers of all time, known for their vocal prowess and significant influence in the music industry: 1. *Aretha Franklin* - Known as the "Queen of Soul," she is celebrated for her powerful voice and hits like "Respect" and "I Say a Little Prayer." 2. *Elvis Presley*...

I am in need of a skilled freelancer with expansive knowledge in tax filing and planning, financial statement preparation, audit and assurance services, winding company procedures, and addressing private limited pending compliances. Ideally, you should have vast experience in handling financial matters for small businesses. Your application should include: - Detailed project proposal: Kindly break down how you plan to provide the services I require. Highlight your approach, the steps you will take, and the tools and methodologies you will employ to ensure everything is done professionally and up to standard. Skills and Experience: - Certified Accountants and Company Secretaries: Given the complexity of the work, it's crucial that ...

I need a comprehensive business plan specifically for a children's tableware business targeting preschoolers (3-5 years). The main goal of this business plan is to guide my business operations strategically. Key aspects that should be incorporated in the plan include: - Comprehensive Market Research: Specifically tailored to the local community markets as these are the primary target markets. - Competitive Analysis: A detailed evaluation of the current and potential competition within the preschooler's tableware industry in local community markets. - Marketing Strategy: Developing an effective and robust marketing strategy that appeals to this particular demographic. - Financial Projections: Accurate and detailed financial...

I am in need of an experienced and creative freelancer to help me prepare a pitch deck. The primary goal of this deck is to attract potential investors. Key components include: This pitch document should consist following:
- Need
 
-Strategic Vision/Value Proposition 
-Product/Technology/IP Strategy - About Mobile App 
-Management Team with strength About me , Uroosa ji, Riya Yadav 
-GTM Strategy & Competitive Landscape 
 - Market Size 
-Target Customers, Business Model Financial Status & Plan 
-Milestones with Timelines 
 
-Vision for the future of the company ...

I'm in need of a digital artist to copy an existing simple design, with minor changes to text only. We have a tote bag that is old and tired now but I would like to remake it. I have included a scan of the current bag, three close up photos and one photo of the overall bag. I would just like a black and white recopy of the original artwork with clean lines which I will print between A4/A3. The final box (lower right side) is currently an advert for the original coffee house (something like "Haasbrock..." but it's faded.. I would like it to say "a yawn is a silent scream for coffee" in the same font as the other boxes but I don't know if it is too long. Fyi - the bag was ...

I'm in need of a franchise or licensing agreement expert to assist in creating a partnership or collaboration agreement for my business. Key Elements: - Define Roles and Responsibilities: It's crucial for the agreement to explicitly outline the functions and expectations of each party involved in our partnership. - Revenue Sharing & Financial Arrangements: The agreement should clearly state how profits will be shared and what the financial arrangements will entail. - Termination & Exit Strategies: Having a clear exit strategy is necessary for any business agreement. The document should cover the terms of termination and the process for exiting the partnership. This job would be ideal for someone who has experience...

...for a unique project that involves acting out a scenario. This is a 1-time opportunity lasting 1-2 hours with a pay rate of $25 per hour (with potential for increase to $30/hour based on enthusiasm and performance). Responsibilities: • Act out a scenario (more details will be provided) • Think on your feet and improvise as needed. • Attend a meeting where I'll walk you through the details and provide guidance on what to say and do. Requirements: • Must be located in the Vancouver area. • Acting skills and ability to think on your feet. • Enthusiastic and energetic attitude (Most important) Additional Information: • Date: Next weekend. • No script required, but the...

I'm looking for a professional writer with a strong understanding of business concepts to create a comprehensive business report for me. Key Requirements: - Analyzing financial performance - Evaluating marketing strategies - Assessing operational efficiency Ideal Skills and Experience: - Proven track record in business report writing - Understanding of financial, marketing, and operational concepts - Ability to concisely convey complex information

Company Overview: is a leading online platform dedicated to providing innovative & effective financial education. Our courses and resources are designed to empower individuals to achieve financial success. Job Summary: We are looking for a versatile and highly organized Digital Marketer to join our team.

I require a competent professional to create a Statement of Advice document covering three core areas - Investment Advice, Retirement Planning Advice, and Debt Management Advice. Key responsibilities: - Developing a comprehensive advice document targeted at individuals. - Diversifying the advice across investment, retirement planning, and debt management. Ideal Candidate: - Experience in financial advisement. - Exceptional writing and communication skills. - Profound understanding of financial planning and debt management strategies. - Proficiency in creating Word format documents. Deliverable: - A well-structured Word document embodying detailed financial advice targeting individuals.

I've attached two drawings which is what I would like professionally replicated so I can eventually print across say 3 x A3 sheets and display on an easel. I have attached a photo of what the old building looks like which is what one of these two drawings will replace.

This is a print ad for the same publication that we just created for Yankee Clipper Travel. It will be on the same page either directly above or under the ad you created. The ad will be the same dimensions as the ad you just did. (I re-uploaded the ad specs document into the Files section.) I also uploaded an image that we think would be a great main image for the ad. You have done work for Frank-in-Cisco before so you already have the logo and understand the colors and look and feel. In the ad, please incorporate the Frank-In-Cisco logo. (I've included in the Files section the old ad you did for us as a reminder.) This is an LGBTQ+ (gay) publication so please also incorporate the pride flag into the design. (We've also included an official 2024 SF Pr...

Se necesita experto en implementar y solucionar problemas relacionados al servidor de correos en la plataforma CARBONIO ZEXTRAS 18 dólares es el presupuesto urgente para hoy

I'm in need of a captivating, motivational Instagram reel that showcases the growth of a Robinhood account from $1000 to $20,000 in 15 days. The reel should be designed to inspire and engage viewers, utilizing the following elements: - 15-20 shots: These shots need to be carefully selected and well-timed to tell the story of the account's impressive growth. Creative angles and visual storytelling will be crucial to maintaining viewer interest. - Motivational Music: I specifically prefer an Inspirational Cinematic style for the background music. The track should complement the visuals and elevate the overall impact of the reel. - Screenshots: The reel should include screenshots of the Robinhood balance increasing 15-20 times over t...

...Android developer to create a Forex live charting app that integrates seamlessly with our online CRM. The app will receive live Forex data along with indicators via web socket. Key Features: Real-time Forex charts with multiple timeframes Integration of specific indicators provided through the web socket Option to switch between different currency pairs Customizable interface: users can select which indicators to display Push notifications for significant market events Sample Menu: Home News Market Accounts The app should be both functional and visually appealing, with an intuitive user interface that accommodates traders of all levels. The design should prioritize ease of navigation and effective use of the app's features. You will receive a ...

I'm in need of an experienced API developer(s) to assist with integrating our platform with multiple external systems in USA. Plaid API aggregates with multiple finance systems (banks mainly) and their investment aggregation didn't work for me. Since Plaid API didn't work for me I am thinking we will have our own APIs to integrate to any investment banks/ brokers like E*Trade, TD Ameritrade (now part of Schwab(, Vanguard, Fidelity, Robinhood and many more. See Following APIs are needed at high level: - Minimum 1) Get Holdings/ Positions (stocks, bonds, mutual funds, options, ETFs, etc.). We will pass institute name, account # or login/password, 2) Get Transactions (Dividend Paid, Bough, Interest Charged

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I'm in need of a Medical Billing Assistant for my existing business. Ideal candidates should have an intermediate level of eClinicalWorks (eCW) experience and have a strong background in managing billing and insurance processes as well as analytical and financial reporting Key Responsibilities: - Collecting accounts receivable and processing appeals - Handling Medicare insurance claims - Handling commercial insurance claims - Assisting with monthly analytical and financial reports The ideal candidate should be well-versed in managing billing processes and have experience with both Medicare and commercial insurance. This role is crucial for ensuring our business's financial health, and we need someone who can hit the ground running.

I am seeking a talented Grant Writer to assist in drafting a comprehensive grant proposal for a business grant. Key Responsibilities: - Craft a compelling grant proposal specifically tailored for securing start-up funding from private foundations. - Ensure all grant requirements are met and the proposal is persuasive and well-researched. Ideal Skills and Experience: - Proven track record in successfully obtaining business grants, especially for start-up funding. - Proficiency in understanding the needs of private foundations and tailoring grant proposals accordingly. - Excellent writing and research skills to articulate the business's vision, mission, and financial needs effectively. - Knowledge of the grant application process, incl...

We need to improve an already existing pitch deck. Our project is to bring UFCGYM to France. The goal is to convince investors to put money on the table with the pitch deck. For the pitch deck, we need to go to the next level by improving the general design, and also making more clear what the investor will gain from this project. We would like an investor focused pitch deck with a compelling presentation regrouping facts and figures A timeline with milestones on market number and our financial analysis Ensure clarity and simplicity by using clear and simple charts to present financial data, avoiding information overload on a single slide. Utilize data visualizations like bar charts, line graphs, pi...

I am currently in a position where I want to have full control over my money. I am intending to dissolve my trust fund for this reason. This is an important step for me and I require professional input to guide me through this process. I am searching for someone with a strong background in financial management, particularly in trust funds. Knowledge in investment tracking is essential, alongside the capability of providing me a system where I can manage, monitor and make decisions about my finances independently. Additionally, the right candidate will be someone capable of: - Guiding me through the dissolution of my trust fund - Helping me establish full control and decision-making authority over my finances - Setting up a system ...

I am a beginner in commercial real estate and I want to specifically learn about underwriting retail properties. I'm looking for an experienced professional to teach me the ins and outs of this process. Key Areas: - I require a thorough understanding of market analysis. - I need to learn how to use financial modeling effectively in underwriting. Preferred Learning Format: - I'd like to have interactive sessions. I learn best through real-time engagement and possibly some Q&A. Skills and Experience Needed: - Deep expertise in commercial real estate, particularly in retail properties on excel - Proven track record of underwriting retail real estate deals. - Strong teaching and communication skills to...

...in need of a skilled freelancer to go through my 150-250 page income tax document which is in Word Format. I have done some edits, but it's gotten rather messy and needs a professional touch. Key Tasks: 1. Grammar and Punctuation: Make sure the text reads well and is free from language errors. 2. Formatting and Layout: I am looking for a final layout that presents the information in a clear, organized manner. I don't have any specific preferences for this, but standard professional formatting is the goal. Ideal Skills & Experience: - Proven experience in editing large documents - Excellent language skills - Proficiency in Word formatting - Knowledge of standard professional formatting - Previous exposure to income tax or other...

I am searching for an experienced financial specialist to assist me in securing capital funds exceeding $500,000 for my service industry business. The capital will primarily be utilized to support and expand business operations. Ideal Candidate Skills: - Extensive experience in fundraising and capital generation in service industries - Proven track record of successful capital raising ventures - Deep understanding of service industry requirements and constraints - Strong business acumen and strategic planning skills Responsibilities and Goals: - Develop innovative and effective capital raising strategies - Assist in identifying potential investors and negotiating terms - Provide advice on efficient allocation of capital for business operations - Facilitate the real...

Se necesita experto en implementar y solucionar problemas relacionados al servidor de correos en la plataforma CARBONIO ZEXTRAS 18 dólares es el presupuesto urgente para hoy

I need a FB cover photo for a group. The Title should be "Merchants of Camelot" and say "Hosted by Andrea Oliver". It should include the attached image in black & white and the website Colors - Yellow/Gold and Dard Red Theme - Camelot with Red Roses Fond - Variations between script, bold and regular are appreciated.

I need assistance in creating a specialized budgeting spreadsheet focusing on drivers license renewal costs. As someone who understands the intricacies of financial data, your task encompasses the following: - Developing a budgeting spreadsheet with an emphasis on renewal fees. - Including a feature for expense tracking and an income versus expenses comparison. - Incorporating a mechanism for budget forecasts to plan my finances better. The ideal freelancer for this task should excel in financial data management and have a comprehensive understanding of Excel or similar platforms. Previous experience in creating budget planning or financial management tools would be a significant advantage. Let's simplify my fi...

As a real estate investment professional, I'm seeking a skilled communicator to tactfully reach out to pre-foreclosure property owners and distressed property owners. The goal is not only to gain understanding about their current circumstances but also propose potential alternatives to foreclosure. Desired outcomes: - Collect data about the owners' current financial status and property specifics. - Determine if the owner is open to exploring unconventional financing solutions. - Encourage follow-up discussions to further delve into these options. You should be knowledgeable about foreclosure processes and creative financial solutions such as lease purchase agreements and title sales. Mastery of persuasive c...

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

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

We need to improve an already existing pitch deck. Our project is to bring UFCGYM to France. The goal is to convince investors to put money on the table with the pitch deck. For the pitch deck, we need to go to the next level by improving the general design, and also making more clear what the investor will gain from this project. We would like an investor focused pitch deck with a compelling presentation regrouping facts and figures A timeline with milestones on market number and our financial analysis Ensure clarity and simplicity by using clear and simple charts to present financial data, avoiding information overload on a single slide. Utilize data visualizations like bar charts, line graphs, pi...

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I'm in need of a talented graphic designer to create professional and clean style thumbnails for multiple client podcasts to join our team. IMPORTANT: ONLY enter the contest if you're interested in ongoing work (3-7 thumbnails per week) that you can turn around in 24 hours on weekdays. You would be assigned clients and produce their thumbnails weekly at a rate of $15 per thumbnail. Contest Details: - Pretend you're looking to win this client over with your designs. You must create something that would make them want to say, "I want YOU to create my thumbnails from now on." -----> Research their channel, and create a thumbnail for this episode: - Create the copy and design for your thumbnail b...

Description: We are currently seeking a dynamic and motivated freelance cold caller to join our team and assist in prequalifying low-income prospects for our revolutionary no-cost health benefits program. This is an excellent opportunity for individuals who are skilled in high-volume cold calling and have a passion for helping others access essential healthcare services. Responsibilities: -Make outbound cold calls to potential prospects to prequalify them for our no-cost health benefits program. -Conduct approximately 100-200 calls per day with a focus on efficiency and effectiveness. -Engage prospects in a professional and empathetic manner to gather necessary information. -Use qualifying questions to determin...

I'm looking to have a logo designed for my Christian church management website, therefore logos should say Manage My Church. The logo should reflect a traditional style and incorporate the color blue, preferably in a way that represents trust and stability. Key components I'd like to see in the logo include a cross. This is a Christian site, so the cross is an iconic element that I'd like to be emphasized in the design. Ideal candidates for this project should have: - Experience in designing logos for Christian or religious organizations - A strong portfolio of traditional style logo designs - Proficiency in using blue color to convey trust and stability - Ability to incorporate the cross...

Detail financial analysis of different companies

...looking for an expert in SSRS to set up a solution to track our daily financial transactions. The primary goal for this solution is to provide us with a simple, user-friendly way to access and track these transactions on a daily basis. Key requirements include: - Set up and customize the SSRS solution to track daily financial transactions - Ensure the solution is optimized for daily use and can handle the volume of transactions - Implement a system that would automatically send the daily reports to a specified email address Ideal skills and experience: - Proven experience with SSRS and setting up similar solutions - Strong understanding of financial data and tracking requirements - Abili...

Need to make a logo for my company, black background, white bold writing. Company name is RENUW but also want in small writing underneath to say PRESALE PROPERTY MAKEOVERS I have uploaded an image I might like

...various tasks assigned to my team. This role is crucial because it will allow me and my assistant to concentrate on managing the financial aspects of our expanding business. Key responsibilities: - Creating and managing tasks on Asana - Assigning and monitoring tasks to team members - Ensuring deadlines are met Important notes: - You'll be working with just one business for the time being - I'm looking for someone with a beginner's level proficiency in Asana, as this role will be more about managing tasks rather than setting up complex projects. Ideal Skills: - Proficient in Asana - Basic project management skills - Excellent task assignment and tracking capabilities - Ability to monitor deadlines and keep the team accountable ...

I'm seeking a logo designer to craft a captivating symbol that represents brand recognition. This logo should encapsulate our core values: trust, reliability, stoicism, power, sisu, professionalism and quality. I have in mind color schemes that either pairs black and gold together or combines blue, gray and white. The ideal freelancer for this job would be experienced in branding and potentially marketing, with a sophisticated understanding of color psychology and simplicity. I'm aiming for a logo that not only distinguishes our brand but also resonates with our audience on a deeper level. Connect with me if you're ready to create a memorable design that conveys trust and quality. The company is a one stop fi...

For my company, I require a proficient accountant with an expertise in bookkeeping and tax preparation. The candidate must be adept at maintaining and recording financial transactions, as well as preparing financial statements. Ideally, the freelancer should be experienced with: - Monthly, quarterly, and annual bookkeeping - Preparing tax returns and financial analysis reports Since we don't use any specific accounting software, the professional should either be well-versed with manually maintaining records or capable of suggesting and operating an effective accounting software for business.

...develop a comprehensive and strategic business plan for my beauty products business. The ultimate goal of the business is to establish brand recognition and secure a unit in a prime location within a mall. - Focus on Skincare: The business will primarily focus on skincare products, so the plan should reflect an understanding of this market niche. - Target Audience: Our target audience is middle-aged adults (26-45), so the plan should include detailed strategies for engaging and appealing to this demographic. - Brand Recognition: A key part of the plan will be how to build and establish the brand as a go-to for high-quality skincare products. - Mall Unit Leasing: Part of the plan will include the strategy ...

...Nurse Yard Overview: Nurse Yard, a leading compression sock manufacturer, and e-commerce company is seeking to expand its market by targeting hospital gift shops and independent pharmacies across North America. We are seeking a consultant to generate a comprehensive list of potential leads. This list will be used primarily for email and calling campaigns to promote and sell Nurse Yard's compression socks. Target Details: Independent Pharmacies 1. Type of Pharmacies: • Privately owned pharmacies that operate independently. • Small chains or groups of pharmacies under a single ownership. 2. Location Criteria: • Urban and suburban areas with high foot traffic. • Pharmacies located near medical centers or hospitals....

I'm in urgent need of an expert in revenue summary analysis for my accounts assignment, to be completed ASAP. Areas of focus include: - Deciphering and analyzing an Excel file, which contains base financial data. - Providing a thorough understanding of the balance sheets, income statements, and cash flow statements in relation to the given data. Ideal qualifications: - Strong accounting background. - Proficiency in financial analysis and interpretation. - Familiarity with balance sheets, income statements, and cash flow statements. - Proficient in Excel data manipulation and interpretation. - Must be able to work fast as this task has a high-priority deadline.