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Required Financial Modeling,Financial Planning freelancer for MoneyGuidePro expert job

Posted at - Oct 4, 2021


Looking for an expert in MoneyGuidePro to assist me in financial plans for my clients. I typically have 3-5 new plans per month. Must be able to create additional 'What If' scenarios to illustrate to clients the benefit of adding a long-term care policy, whole life policy, or annuity with lifetime income in addition to the basic adjustments to the plan (spend less, save more, adjust asset allocation)

About the recuiterMember since Mar 14, 2020 Manoj Rathore
from al-Minufiyah, Egypt

Skills & Expertise Required

Financial Modeling Financial Planning 

Candidate shortlisted and hiredHiring open till - Nov 3, 2021

Work from Anywhere
40 hrs / week
Hourly Type
Remote Job
$15.29
Cost

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