Client Acquisition for Financial Advisors

Posted 4 weeks ago

Worldwide

Summary

I need freelancers to source clients, specifically Financial Advisors/Independent IRAs, and bring me official sales calls. I will offer 50% of my earnings as compensation. The role involves targeted marketing strategies to attract the right clients.

$2,500.00
Fixed-price
Intermediate
Experience Level
Remote Job
Complex project
Project Type

Skills and Expertise

Mandatory skills

Financial Analysis

Financial Accounting

Nice-to-have skills

Microsoft Excel

Accounting

Activity on this job

Proposals:Less than 5
Interviewing:
4
Invites sent:
7
Unanswered invites:
2

About the client

Member since Jun 2, 2025

United States
Raleigh3:56 AM
$94 total spent
3 hires, 1 active
10 hours

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