Freelance Financial Planning Jobs

Category
Skill
Country
Keyword

For Freelancers

  • Create an awesome portfolio to showcase your talent.
  • Rub elbows with the web's most talented freelancers.
  • Earn money doing what you love to do.
  • And much more...

For Employers

  • Post your freelance job in just 30 seconds. It's free!
  • Instant access to the web's most talented freelancers.
  • Hire an unlimited number of freelancers.
  • And much more...

Search Results

  Sort

More Freelance Jobs

Apply
Ask
Pays
19
Applicants
Dallas, TX - superiority Maintain good relationships with representatives of our external financial partners Assist the CEO in annual and strategic planning Complete reporting to the executive committee Job Requirements Must possess ability to engage others and to work collaboratively with all departments across the company. Must have ability to manage multiple priorities effectively with a strong commitment to achieving the goals of the department and the firm. Understanding of Financial Planning process...Key Responsibilities and Accountabilities: Collaborate with Financial Advisors across the nation via multiple communication platforms (in-person, phone, GoToMeeting, email, etc.) Preparing PFO (Personal Financial Organizer), including (but not limited to) Financial Plan, Statements of Advice, Records of Advice and Value Propositions, while ensuring compliance with industry regulations regarding financial advice Adhering to budgets for produced documents Ensure turnaround times...
Freelance Jobs > Accounting & Finance Jobs > Financial Planning Jobs
Apply
Ask
Pays
25
Applicants
FCB Worldwide - New York City, NY - . Helps set priorities and manages workloads so that assignments are completed within agreed upon time frames. Corroborates with production, ensuring quality work that is completed as designed, on time, without error and on budget. Maintains current knowledge of production personnel, freelance art directors and/or copywriters, photographers, illustrators, directors, and talent; recommends those that are best suited to achieving the desired results. Develops and participates in compelling...JOB OVERVIEW The VP Associate Creative Director oversees the art and copy teams and ensures quality of content and style to meet the client's marketing strategies and objectives. With their account partner, they share responsibility for brand strategy, team cohesion, client management, and creative quality. The VP ACD realizes that it's important to develop great work as well as develop great people. They are ambassadors of the agency internally and externally. ESSENTIAL FUNCTIONS...
Freelance Jobs > Accounting & Finance Jobs > Financial Planning Jobs
Apply
Ask
Pays
26
Applicants
New York City, NY - ensures sound strategic planning, timely & accurate implementation, good service, financial control and a solid client relationship. Partners with clients to understand brand, messaging, & creative vision. Consistently surpasses client expectations. Possesses the ability to take abstract concepts and empower project teams to create cutting-edge concepts or designs that are user-friendly, representative of the clients goals, and within brand guidelines. Participates in development of Brand... and manages workloads so that assignments are completed within agreed upon time frames. Corroborates with production, ensuring quality work that is completed as designed, on time, without error and on budget. Maintains current knowledge of production personnel, freelance art directors and/or copywriters, photographers, illustrators, directors, and talent; recommends those that are best suited to achieving the desired results. Develops and participates in compelling and captivating presentations...
Freelance Jobs > Accounting & Finance Jobs > Financial Planning Jobs
Apply
Ask
Pays
25
Applicants
FCB Worldwide - New York City, NY - . Helps set priorities and manages workloads so that assignments are completed within agreed upon time frames. Corroborates with production, ensuring quality work that is completed as designed, on time, without error and on budget. Maintains current knowledge of production personnel, freelance art directors and/or copywriters, photographers, illustrators, directors, and talent; recommends those that are best suited to achieving the desired results. Develops and participates in compelling... and captivating presentations. Makes sound, timely decisions about final changes to work in progress. Demonstrates full understanding of Vantage/billing process and timely reporting of hours. Qualifications EDUCATION DEGREE/DIPLOMA AREA OF STUDY REQUIRED/PREFERRED Bachelors Marketing, Advertising, Communications, or Related Field LICENSES & CERTIFICATIONS N/A EXPERIENCE MIN YEARS AREA OF EXPERIENCE REQUIRED/PREFERRED 10 years Marketing/Advertising Business KNOWLEDGE & SKILLS Solid...
Freelance Jobs > Accounting & Finance Jobs > Financial Planning Jobs
Apply
Ask
Pays
20
Applicants
Cigna - Memphis, TN - contact to senior leadership and involves delivering multiple presentations to key stakeholders. ESSENTIAL FUNCTIONS Support the establishment of key MTF products through internal coordination and collaboration with Product Management and Operations. Work with consultants as required to actualize products in response to TRICARE's strategic plan MTF landscape assessment. Accountable for development and execution of client-specific upsell plan, and ongoing monitoring of plan with adjustments made... experience. Advanced PC skills including Microsoft Word, Excel, and PowerPoint. Extensive project management skills. Superior verbal and written communication and presentation skills. Working knowledge of financial management principles and Federal Acquisition Regulation. Demonstrated negotiating and leadership skills. Developed organizational, analytical, interpretative and time management skills. Ability to travel as needed to meet goals. ABOUT THE DEPARTMENT As a member of the Sales...
Freelance Jobs > Accounting & Finance Jobs > Financial Planning Jobs
Apply
Ask
Pays
16
Applicants
Houston, TX - Job Description Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. The financial planning assistant will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. This position will consistently follow high standards.... Responsibilities Position Functions: Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings. Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients. Develop product solution recommendations that will fit the client's risk tolerance and time frame as well as develop appropriate product deliverables. Track and manage the financial planning process for our office. Key Traits...
Freelance Jobs > Accounting & Finance Jobs > Financial Planning Jobs
Apply
Ask
Pays
27
Applicants
Millburn, NJ - -to-face investment sales and financial planning Validated sales experience in the Financial Services industry Experience working with senior-level executives and employee benefit plans A consistent track record in generating sales and handling relationships with high net worth clients Demonstrated experience understanding a client's unique financial situation and ability to position appropriate solutions Ability to travel up to 50%+ The Purpose of Your Role You will have the responsibility... for maintaining and nurturing relationships with senior executives and management leaders of key Workplace benefit plan clients. In this capacity, the EPC will be the focal point for financial planning and guidance for a select group of executives and be an integral part of a cross company team consisting of managing directors, relationship managers and executive services associates. This team will consistently deliver high levels of customer satisfaction, grow the PWI business in their region, build plan...
Freelance Jobs > Accounting & Finance Jobs > Financial Planning Jobs
Apply
Ask
Pays
8
Applicants
Syntagma Group - Red Bank, NJ - strong, conceptual thinking and flawless work featuring examples of: User-centered design principles and practices, email and web standards, typography and color, and web usability requirements Use of iOS-based design tools such as Adobe Creative Suite and HTML, CSS, and JavaScript Process documentation or prototyping applications such as Sketch or Axure (or similar tools) Use of version control software such as Abstract or Git Proficiency with email marketing platforms: CheetahMail, Salesforce, Bluecore...A Senior Digital Designer with an outstanding, conceptual portfolio and working knowledge of HTML/CSS/JS. Our ideal candidate is a dynamic, innovation-focused contributor, who thrives working with a diverse team across a range of e-commerce, retail, travel, financial service, and technology assignments. The Senior Digital Designer will serve as design lead for websites, email campaigns, and rich media. This is a design role that involves collaborating and leading others, including designers...
Freelance Jobs > Accounting & Finance Jobs > Financial Planning Jobs
Apply
Ask
Pays
9
Applicants
Cella - Houston, TX - as they arise, while mitigating project risk Team Integration â?? Collaborate and coordinate the integration of cross-functional teams Financial Planning â?? Develop and oversee scopes of work, proposals and budgets to ensure efficiencies and keep projects on time and within budget Scheduling and Planning â?? Collaborate with functional leads identify resources and set project schedules with attention to detail and ability to plan multiple/concurrent projects Critical thinking and Communication â?? Showcase..., weekly paychecks, holiday pay and a health benefits program, we have you covered. Cella is an award-winning leader in consulting, staffing and managed solutions for creative, marketing, digital and proposal development teams. We help people build meaningful careers and partner with companies to help them win. Our staffing solutions include freelance, contract, temporary, temp-to-hire and direct hire positions. Cella is the only creative staffing firm to win the Best of Staffing® Client and Talent...
Freelance Jobs > Accounting & Finance Jobs > Financial Planning Jobs
Apply
Ask
Pays
8
Applicants
New York Life - New York City, NY - A career at offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It's a career journey you can be proud of, and you'll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our where all voices can be heard. Recognized as one of Fortune's World... of . Job Description: This is an entry level production administrator position responsible for the administrative support of the Multimedia and Design team. The role will support our creative teams by scheduling resources for shoots, pre/post-production editing and design work, updating and maintaining production tracking software with key project information - crewing, room/system booking, and all associated production costs as well as assisting with travel planning, equipment rentals and obtaining certificates of insurance...
Freelance Jobs > Accounting & Finance Jobs > Financial Planning Jobs