How to say no to a financial advisor jobs

Our company needs USA only people This task require a cellphone and does not require any prior experience. Will do a short call on upwork 1-2 minutes. This task should require at most 15-20 minutes to completely It is a simple data entry task and if you are familiar with social media it will be pretty straightforward

I'm in search of an experienced Flutter developer for an ongoing project. The ideal candidate would have at least a year of experience specifically in Flutter. Key requirements for the job include: - Proficiency in Flutter development - Prior experience in building Social Networking applications - Experience in deploying applications on both iOS and Android platforms - Ability to work on an ongoing project - Strong communication skills and ability to work independently If you're a Flutter developer with the right skills and experience, and are interested in working on a Social Networking app, please reach out.

I need a PowerPoint presentation completed that outlines the Fee/Charge Disclosure Amendments proposed by OSC and IIROC. This is part of the CRM2 Performance Reporting changes linked to NI 31-103. The objective of this assignment is to provide a comprehensive and clear understanding to industry professionals. Key Requirements: - Creation of an informative and visually engaging PowerPoint presentation - Precise explanation of the Fee/Charge Disclosure Amendments - Understanding of CRM2 Performance Reporting and NI 31-103 - Familiarity with the financial sector and regulatory standards Ideal Freelancer: - Background in finance, particularly with knowledge of CRM2 and the regulatory environment - Proficient in creating engaging and clear PowerPoint...

I need a PowerPoint presentation completed that outlines the Fee/Charge Disclosure Amendments proposed by OSC and IIROC. This is part of the CRM2 Performance Reporting changes linked to NI 31-103. The objective of this assignment is to provide a comprehensive and clear understanding to industry professionals. Key Requirements: - Creation of an informative and visually engaging PowerPoint presentation - Precise explanation of the Fee/Charge Disclosure Amendments - Understanding of CRM2 Performance Reporting and NI 31-103 - Familiarity with the financial sector and regulatory standards Ideal Freelancer: - Background in finance, particularly with knowledge of CRM2 and the regulatory environment - Proficient in creating engaging and clear PowerPoint...

...I need a proficient designer to create an annual report for my company in both PDF and web format (WordPress). Viewing the report on multiple platforms must be easy for users, with no compromise to functionality and visual quality. Key Elements to Include: - Financial Statements - Company Highlights - CEO Message Design Theme: Our preference is a Corporate Traditional Design, presenting a clean, professional, and straightforward visual aesthetic reflecting our brand's nature. Ideal Candidate: - Adept in creating both PDF and web format documents - Familiar with Corporate Traditional Design - Experience in annual report design and transforming complex data into easy-to-understand visuals - Detail-oriented and con...

I'm looking for a business plan that will help me establish a company catering to healthcare providers with a focus on mental health assessments. Key Points: - The company will predominantly target healthcare providers, as we aim to provide a niche service in the area of mental health assessments. - The assessments will be a mix of in-person consultations and online/telehealth services. Ideal Skills & Experience: - Experience in business plan writing, particularly in the healthcare sector, would be advantageous. - Prior knowledge or experience in mental health assessments would be beneficial, but not mandatory. - Understanding of the healthcare industry and service delivery models would be extremely valuable. The ideal candida...

...looking for a proficient UI/UX designer, ideally with a sharp eye for detail and expertise in website design. The main objective of the project revolves around financial data visualization, making it accessible and understandable for users. The effective presentation of this data will be a key aspect of the role. Ideal Skills and Experience: * Extensive experience with UI/UX design, specifically for websites * Experience or understanding of designing data visualization interfaces * Familiarity with financial data or the finance industry would be beneficial * Ability to create user-friendly designs to make complicated data easily understandable to users. Your task will be primarily focused on: * Planning out an intuitive interfa...

I need a comprehensive, professional business plan tailored to the Transport industry. The main focus is to help me secure funding, hence it should be well-structured and detailed. Key elements to include: - Clear, succinct executive summary - Detailed market analysis of the transport industry, focusing on current trends and future projections - Competitor analysis with a clear understanding of how we differentiate - Financial projections including a profit and loss statement, balance sheet, and cash flow forecast. - A solid marketing plan that showcases our approach to acquiring and retaining customers - A SWOT analysis, identifying any potential risks and how we plan to mitigate them. I am see...

*NOTE: AUTO GENERATED APPLICATIONS WILL BE REMOVED! *NOTE: THIS JOB IS FOR $2 PER HOUR. IF YOU HAVE AN ISSUE WITH THE PAY, PLEASE DO NOT APPLY Looking for Wordpress developer immediately available for work… Your job is do QA testing on my site and find all the issues that you... AUTO GENERATED APPLICATIONS WILL BE REMOVED! *NOTE: THIS JOB IS FOR $2 PER HOUR. IF YOU HAVE AN ISSUE WITH THE PAY, PLEASE DO NOT APPLY Looking for Wordpress developer immediately available for work… Your job is do QA testing on my site and find all the issues that you can. Then your job is to fix these issues. This is a Portfolio site made with Elementor / WordPress. ****NOTE: I prefer someone with access to a multi browser / cross browser service like or somethin...

I'm seeking a flexible skilled coder with robust experience in Pinescript and TradingView platform who can modify my existing Pinescript indicator. Key Modifications Include: - Parameter calculation changes: This includes both adjusting current indicator inputs and modifying the calculation formula to maximize the efficiency and effectiveness of the indicator. - Adding options to the settings interface to allow for customized user experience. - Based on testing, would need to accomodate any suggested changes realtime Your skills and experience in TradingView and Pinescript will be vital for the successful completion of this innovation-focused project. Your keen attention to detail and understanding of financial markets will also be ...

I am in need of a Property Manager to oversee my both residential and commercial properties. You will be responsible for a range of services that ultimately ensure the profitability and smooth operations of these properties. Key Responsibilities: - Effective tenant screening and leasing processes for new tenants. - Ensuring all maintenance and repair needs are addressed in a timely and cost-effective manner. - Handling financial reporting and rent collection with precision and transparency. Ideal candidate should meet the following criteria: - With or without experience as Property Manager are welcome to apply. Full training, materials and how-to videos will be provided. - Must be living in any of the following countries: Europe (al...

...✻ PAYING YOU TO LEARN ✻ No. You aren't dreaming. I value intelligence and problem-solving ability over experience. I'd prefer to work with someone who is clever and learns quickly rather than someone experienced but is not very intelligent and/or does not solve problems scientifically. Would I hire an Isaac Newton or an Albert Einstein even if he had no programming experience? Of course I would. ✻ NO EXPERIENCE REQUIRED ✻ You do not need any experience whatsoever, but you must be clever and eager to learn. No. I am *not* being charitable. I am being practical. ✻ TESTS ✻ You must pass several difficult logic tests to work with me. The first logic test you complete for me will be an unpaid logic test. In other word...

As a business expert, I need a detailed and functional document which outlines the features and functionalities of a digital platform I'm envisioning for stock traders. This platform aims to significantly enhance the trading experience for users and facilitate their access to a wide range of tools and information. Key Features: - Real-time Market Data: Users should have access to live and accurate market information to make informed decisions. - Automated Trading Tools: The platform should offer various automation features for traders to streamline their trading activities. - Portfolio Management: A system for users to efficiently manage and track their investments. - Technical Analysis Tools: The platform ...

I'm currently seeking a professional writer to help craft a compelling sponsor letter. The letter's primary objective will be to secure financial contributions from local businesses for our upcoming Independence Day celebration on the 12th of October 2024. Key Deliverables: - A well-structured sponsor letter that clearly conveys our need for financial assistance. - A persuasive appeal to encourage local businesses to sponsor the event. - Clear articulation of how their support will be utilized towards event logistics, performances, and marketing. Ideal Skills: - Proven experience in writing sponsorship or fundraising materials. - Excellent persuasive writing skills with a track record o...

I am looking for a professional tally accountant to manage the finances of my NGO. Key Responsibilities: - All bank transactions and other data entry is done in Tally Prime, apart from this, manipulated entries are done to increase the turnover, which is suitable for NGOs. - Justifying all aspects of bookkeeping. - Helping with budgeting - Preparing financial reports The ideal candidate should have experience working with Tally software and a strong understanding of the specific financial needs of a non-profit organization such as an NGO.

As a part of my ongoing residential construction project, I am currently in need of a well-versed construction estimator. Your mission will be: - Generate accurate cost estimates for the entire construction process - Collaborating with multiple subcontractors to incorporate their cost estimates into the total project budget. Please note that it is not necessary to consider material costs in your estimates. Ideal candidates will have extensive experience in residential construction estimating and working with multiple subcontractors. Demonstrated expertise in cost analysis, budgeting, and financial forecasting within the construction industry will be highly beneficial. Strong interpersonal and communication skills will also be necessary for effective c...

I'm in need of an experienced financial planner to assist me in creating an effective savings plan for education funding. Key tasks and requirements include: - Development of a savings plan tailored to my personal financial situation and educational goals. - Devising a comprehensive plan that details how savings will be accumulated over time. Ideal Skills and Experience: - Extensive knowledge of different saving strategies and financial planning. - Experience in education funding specially. - Excellent knowledge of cost projections in relation to savings plans. - Strong ability to communicate complex financial concepts in an easy-to-understand manner.

I'm looking for a professional architect or designer to help me with the initial planning and evaluation of a commercial development project. The building will consist of a retail store on the ground floor and accommodation on top, including a carwash area at the rear . Here's an overview of what I need: - **Site Visit & Evaluation**: Your task will be to assess the location and conduct a detailed analysis of the site. This will involve looking at factors such as the topography, access points, and surrounding buildings. Your findings will be crucial in determining the viability and constraints of the project. - **Concept Design**: Based on the evaluation, I need you to create a preliminary concept design for...

I am on the hunt for a dedicated full-time freelancer who is an expert in the field of Stock Market advisory and is naturals at team management. Responsibilities of this role will include: - Stock market advisory - Team working and handling - Management related tasks The ideal candidate will have: - A background in the financial sector - Expertise in stock market advisory - Experience in team management - Excellent communication and organizational skills Despite there being no set deadline, I would like to move fast with this recruiter and get started as soon as possible. Remember, I am not looking just for any advisor, I am looking for a leader - someone who will take charge, execute decisions, and drive the team toward success. If yo...

I need a developer to create reports using AG Grid or a similar tool. The reports are intended for data analysis, performance tracking, and potentially financial reporting.

I am seeking an experienced business plan writer to develop a comprehensive business plan for my startup in the real estate industry, focusing on flipping and modernizing dilapidated homes in England. The ideal freelancer will assist in turning my initial concept into a structured and detailed business plan, which will be utilized to guide the business and attract potential investors. **Key Deliverables:** - Executive Summary: A captivating overview of the business concept and the market opportunity. - Market Analysis: A deep dive into the real estate market, analyzing trends, and identifying target demographics. - Strategic Plan: Detailed roadmap for property acquisition, renovation, and sales processes. - Financial Projections: A b...

I'm seeking a skilled graphic designer to create a trifold brochure for my business. The main aim of this brochure is to advertise our services to business professionals. 1. Diverse investments: Explore various strategies in real estate investing. 2. Financial independence: Achieve wealth and pursue personal goals. 3. Entrepreneurship: Be your boss, create unique strategies. 4. Creative potential: Design and renovate spaces to meet unique needs. 5. Community revitalization: Make a difference in neighborhoods. 6. Networking: Build connections and forge valuable partnerships. 7. Continuous learning: Develop skills and knowledge for personal and professional growth.

I would like the attached jpeg modified: 1. The bars in front of Trump are on all 4 sides and the top like he is in jail. 2. The guy next to him is on the left side of the picture outside of the jail. 3. A bubble shows him say: Can't I get out while my guilty verdict is being appealed? 4. He is a lot closer to the camera. The rest of the jpeg is the same except you might have to leave some out to make him closer and bigger. I will hire more than one person so please bid even if I have hired someone else. How long to make it and how many revisions do I get? Sorry, if you don't answer this question for your first chat message I will assume you are a spam bot and delete the bid. "Hi" doesn&...

I'm looking for a professional writer to draft a comprehensive, easy-to-follow guide on how to "l7as tizi" for personal use. The final output must be a text-only document. Key requirements include: - Comprehensive: The guide should cover all aspects of "l7as tizi" that are crucial for a beginner to know. - Easy-to-Follow: It should be written in a clear, concise, and engaging manner. Avoid using technical jargon or overly complex language. - Personal Use: The guide is intended for my personal use, so it should be tailored to suit my needs and knowledge level. Ideal skills and experience for this project include: - Proven experience in technical writing or creating how-to...

...seeking a professional who can create a versatile, comprehensive, and user-friendly website for a trading platform targeting individual traders primarily. The platform will facilitate cryptocurrency trades, commodities trades, and forex. Here are some essential aspects to consider: • The platform needs to support real-time market data which is crucial for up-to-date trading information. • I envision a platform that offers a clean, intuitive interface which individual traders of varying experiences can navigate seamlessly. • Freelancers with a background in financial systems, web development and UX/UI design will be ideal for this project. Having experience with similar trading platforms will be ...

We are in need of a proficient individual who can develop a detailed work plan and budget breakdown for an upcoming esports league in Oman. The league will encompass competitive tournaments in Valorant, Call of Duty: Modern Warfare 3 (CDL variant), and FIFA 24. This task requires meticulous planning and financial analysis to ensure the successful execution of the league while adhering to allocated resources. Responsibilities: Work Plan Development: Create a comprehensive work plan outlining the key tasks, milestones, and timelines for organizing and executing the esports league. This includes but is not limited to league structure development, team registration, match scheduling, event planning, marketing, and participant engagement. Budge...

I'm looking for a talented graphic designer who can create a minimalist, illustrative Instagram graphic for my latest blog post titled "How to Get Your Business Phone Registered to Avoid Spam Labels". Key Requirements: - Minimalistic Design: The graphic should be clean, simple, and in line with a minimalistic aesthetic. - Illustrative Style: I'm looking for an illustration rather than a photographic or typographic design. - Business/Communication Elements: Incorporating telephone or mobile icons into the design is a must. The design should subtly communicate the main theme of the blog post without being overly busy or cluttered. The winner will be asked to provide a Canva template, so please design...

I'm looking for a professional who can help me draft a comprehensive engagement letter for clients signing up with my accounting firm. The ideal candidate will have experience in legal writing and an understanding of accounting industry practices and terminology. I would ideally prefer a template that can be easily adjusted and worked with for multiple clients across various industries Key Requirements: - The engagement letter should cover tax preparation, financial statement preparation, and bookkeeping services and other accounting activities relating to the scope of a CPA firm - The document should be delivered in a Word format. - Confidentiality clause is a must to protect client information. A clear understan...

...require a professional to develop a money remittance service that can operate between the United States, United Kingdom, and Australia in under 24 hours. The service must support various payment methods including Credit/Debit Card, Bank Transfer, and Mobile Payment. Key requirements: - Rapid global remittance: The system should be able to transfer money between the specified countries within 24 hours. - Payment method support: The platform must accommodate Credit/Debit Card, Bank Transfer, and Mobile Payment. - Security: The system must be secure to prevent unauthorized access and protect user's financial information. Ideal skills and experience: - Proficient in payment gateway integration - Prior experience in developing remittance syste...

...need of a seasoned marketing expert to assist in a product promotion campaign. The target audience is potential customers, and the primary goal will be to raise awareness and interest in my product. Key Requirements: - Email Blast Campaign: Design an an engaging and persuasive campaign of four outbound email blasts that will be sent to potential customers. The email should be designed for a modern and sleek aesthetic, as this is the style I'm looking for. This will require a good understanding of email marketing best practices and creative skills to make the campaign stand out. - Flyer/Hand-Out: Create a corresponding flyer/hand-out that can be used to further convey the product information in a physica...

Please Sign Up or Login to see details.

I'm seeking an experienced accountant to help with the reconciliation of my marketplace sales with Payability reports, and to compile monthly financial statements. The ideal candidate will have prior experience in dealing with Payability reports and utilizing accounting software such as QuickBooks, Xero or Wave. Key responsibilities include: - Reconciling my marketplace sales with Payability reports - Preparing monthly balance sheets - Generating monthly income statements - Compiling monthly cash flow statements Please note that I receive daily Payability reports from my marketplace. I have access to all necessary sales data from the marketplace, so the main focus will be on reconciling these figures with the Payability reports. Accuracy and attention ...

I'm looking to develop an Artificial Intelligence (AI) charges calculator for Excel. The core functionalities include: - Automatic calculation of fixed charges - User-friendly interface for effortless interaction and data management. - Reliable data input validation to ensure accuracy and consistency. - Calculate Profit based on fixed charges and earning from subscription The calculator will primarily handle financial data. Prospective freelancers should have a strong grip on Excel, data validation, and UI/UX design—along with financial acumen for effective calculator development. A successful execution ideally enhances efficiency and aids with precise financial management.

I am seeking a skilled graphic designer with experience in logo creation specifically in the financial sector. The logo is for my finance practice named ELEVATE CAPITAL. I am interested in a design that adheres to the following: - Color scheme: Predominantly gold and black. I'd like these colors incorporated in the logo for a premium and elegant feel - Style: A minimalist design is my preference, leaning towards sleek simplicity without compromising the robust image that a finance firm requires - Key Elements: Incorporate a graph symbol into the design that signifies growth and progress I am looking forward to seeing intuitive approaches to interpreting these requirements, and highly recommend an understanding of ...

I am in need of a highly skilled developer to create a fully functional school management website. The preferred technology stack for this project is Java. Key Features: * Attendance tracking: This is a critical feature. I need a system that can monitor and manage the attendance of both teachers and students. * Gradebook management: This will allow teachers to easily manage grades and allow students to keep track of their academic performance. * Fee payment system: A system that allows for the easy payment of fees is mandatory. User Roles: * Admin: They will have the highest level of authority and be able to oversee all operations. * Teachers: They should be able to manage grades, check attendance, and have access ...

I would like a custom sales order created in Excel for about 50 different items. Key Requirements: - Each item's entry in the order should include item name, quantity, and description. - The items should be sorted by their ship date. - The system should incorporate a feature to apply a total discount on the order. Ideal Skills and Experience: - Advanced Excel Skills with the ability to create customized sales orders - Proven experience in developing financial/ordering spreadsheets - Excellent understanding of sales order process and discount mechanisms.

...experienced graphic designer with a knack for box / product designs. The project involves creating an illustration to promote my new course. I need you to create something almost identical to the illustration design attached, except: 1. Without the stripe notification/boxes in the back of it 2. Changing "Low ticket starter kit" to "The Newsletter Machine" and below it replace the start selling... part with "Turn your brand's email list into your #1 marketing channel in just a few hours" 3. Changing the left box copy to just say "The 4 Honeypot Emails ... so you never run out of ideas" 5. Changing the right box copy to just say "Our Copy & Paste Conversion T...

I'm looking for a developer to create a financial planning application that will allow users to make better decisions regarding their finances. Key responsibilities: - Develop an easy-to-use financial planning tool - Implement efficient and secure budget tracking features - Create a user-friendly interface Ideal skills: - Proficient in financial planning and budget tracking - Experience in developing mobile applications aimed at financial planning - Strong understanding of user experience and interface design Please note that the target user for this application is yet to be officially decided.

As a determined researcher, I am seeking an analytical mind to thoroughly dissect and report on various features of a specific trading platform. I am predominantly interested in gaining a comprehensive understanding of the processes, timings, and methods involved in both depositing and withdrawing funds from this platform. The ideal candidate will have: - Immense familiarity with online trading platforms - Mastery in financial analytics - Excellent researching ability - Knowledge about regulatory environments, and their impact on transaction processes Key research areas: - Detailed procedure for depositing and withdrawing funds - Varied modes of payments accepted by the platform - Processing time for both deposits and withdrawals - A...

I am looking for a skilled mobile app developer proficient in iOS, Android, and Windows to create a comprehensive fleet management system. This application should include: - Real-time GPS tracking to monitor and coordinate the movement of the fleet. - A vehicle maintenance tracking feature to ensure timely maintenance of the fleet vehicles. - Driver performance monitoring for managing and improving driver productivity. - Option to create pickup tickets and facilitate communication via text messages within the app interface. - An admin dashboard for overseeing all fleet operations. The dashboard needs basic customization incorporating our brand color and logo. - A payment feature for financial transactions. An ideal freelan...

I've got a commercial warehouse that requires an efficient, robust photovoltaic system designed to satisfy high levels of energy consumption, more than 5000 kWh per month. I am seeking an experienced professional with: - In-depth knowledge of photovoltaic system design, especially for commercial use. - Demonstrated expertise in designing systems for high energy consumption environments. - Proven experience in integrating such systems in warehouse environments. The selected candidate should excel at: - Evaluating the energy requirements of the warehouse. - Suggesting and utilizing top-notch equipment to ensure a well-functioning, high-performance system. - Instituting measures for peak energy consumption periods, and providing a system that ensures...

I'm looking for an experienced editor to assist with my word document, which is notes to financial statements. - Specific tasks include formatting changes, specifically around tables and sections, and content revisions that ensure the document reflects the current financial standards. - The ideal candidate will have a strong understanding of financial statements and the ability to accurately reflect this in written form. I'm looking for someone who can make these changes swiftly and with a high level of accuracy. Please indicate your experience with similar projects in your bid.

...looking for a designer to join our team on a long term basis. They'll be focused on iterative (small scale) micro design updates to improve UX and conversion. This will start with reviewing existing assets against best practice designs. Analyze existing designs and identify areas that can be improved through iteration. Building hypothesis of area's which can be improved - develop a backlog. You'll be responsible for actual design work in forming the designs which will be tested. Work with our software development team to implement the designs The ideal candidate for this role should have a deep understanding and experience in iterative design and UX. We also have a range of larger projects that could use good d...

I'm seeking an expert who can assist with developing a comprehensive data analysis and automation solution within SMART sheet and Excel. Key Responsibilities: - Develop custom dashboards for financial analysis within Excel. - Automate data management processes within both SMART sheet and Excel. - Integrate the dashboards into SMART sheet for seamless use. Ideal Skills & Experience: - Strong expertise in SMART sheet and Excel, including VBA. - Proven track record of developing dashboards for financial analysis. - Ability to automate data management processes. - Excellent communication skills. Please provide examples of similar projects you've completed.

I'm in need of a skilled website developer who can help create a professional and corporate-style website primarily meant for informational purposes. As the nature of the website is informational, the developer must be adept at organization of content for easy user navigation. The website is for construction company. Requirements for the website include: - Concise yet comprehensive depiction of our company's history. - Clear and enticing project descriptions. - Seamless integration of contact information. - Provision for financial reports download. - A dedicated section for updates on current and ongoing projects. - Provision for updating ongoing and completed projects as well as financial reports. Ideal candidates should have a rich p...

In my upcoming blog, I aim to share real-life experiences and practical tips on adopting lifestyle changes to aid in early retirement. I'm in search of a capable designer who can design a simple yet visually appealing blog for me. it will serve as a template or theme for me to post my articles. There will be about 5 different categories that need to be created and I will be writing the articles myself. I would also like to engage with my readers and invite them to comment or post enquiries and I will respond in return. The blog will focus on: - Necessary lifestyle changes for early retirement - Sharing personal experiences - Inspiring stories about financial freedom Skills and Experience: - Designing personal ...

We're seeking a specialist with expertise in non-profit grant writing, specifically within the realm of dispute resolution services. - Focus areas include: Mediation, Arbitration, Negotiation - Ideal candidate will have proven experience securing grants for similar types of services. - A strong understanding of, and connections within, non-profit organizations in this sector is desired. Responsibilities: - Identifying potential grant opportunities in the field of dispute resolution - Crafting persuasive grant proposals tailored to financial bodies and non-profit sectors Skills and Experience: - Previous experience in grant writing, particularly within non-profit sector - Understanding of mediation, arbitration, and negotiation - Connections and networ...

I need a skilled professional to dive into a large dataset of financial data. Your main goal will be to improve data quality through thorough analysis. Key Responsibilities: - Analyzing a large dataset Analyze the given data set, and identify if and what data quality problems can be observed in the data set -Describe the identified data quality issues -Describe your way of working (what methods were used) -Identify Data in the data set are not real data -Graphical explanations if possible -Details with Professional financial terms (answers) will be appreciated Ideal Skills and Experience: - Expertise in data analysis, particularly with financial data - Strong understanding of data qua...

We need an online Virtual assistant to help us with our company tasks such as social media and linkedin job posts, research data entry etc... The tasks are very simple, however, this will be ongoing, daily work for the foreseeable future. Must be reliable and consistent in order to be successful in this role.

Please Sign Up or Login to see details.