Financial Advisor Projects
Looking for freelance Financial Advisor jobs and project work? PeoplePerHour has you covered.
MatrixOut.com searches Social Media Expert
Company Overview: MatrixOut.com is a leading online platform dedicated to providing innovative and 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
12 hours ago11 proposalsRemoteUrgent logo design
We require the design of a new brand logo to represent our growing start-up business. As a fledgling company operating in the financial technology sector, we aim to portray an innovative yet sophisticated image through our visual identity.
a day ago39 proposalsRemoteWomen's clothing E-commerce Site
I'm seeking a skilled WordPress developer to craft a women's clothing website. The site must function smoothly with minimal coding, ensuring easy updates on my end. Key features include: - Integration with a Saudi Arabian payment gateway - Compatibility with ApplePay - Ability for customers to manually input credit/debit card details - Ability for process order refunds. - Provide key dahsboards and reports for the website and financial insights. Although the site is for women, the design should be sophisticated, appealing and user-friendly. I'll provide all the necessary content, while the theme and layout rest on your expertise. Experience with e-commerce platforms, WordPress web development, and payment gateway integration is essential. Knowledge of Saudi payment gateway preferences will be a bonus.
4 days ago25 proposalsRemoteBrochure needed for sales marketing
When creating a brochure for Jordan Ledger Skill Shortage Recruit, it's essential to highlight the key points succinctly and effectively. Here's a draft outline for your brochure content: Cover Page: Company name: Jordan Ledger Skill Shortage Recruit Tagline: "Connecting Talent, Fostering Success" Visual: Perhaps an image representing the textile industry or a diverse group of professionals. Introduction: Brief overview of your company's mission and values. Statement about specializing in textile staff recruitment across the UK. Services Offered: Textile Staff Recruitment: Highlight your expertise in sourcing skilled professionals for textile industry roles. Relocation Assistance: Emphasize your support for Ukrainian nationals relocating to the UK, including finding sponsors and providing financial guidance. Multinational Team: Showcase the diversity of your team, including Romanian, Polish, and Ukrainian recruiters. Why Choose Us: Experience: Mention the years of experience your company has in the industry. Personalized Service: Highlight your commitment to tailored solutions for each client. Success Stories/Testimonials: Include quotes or case studies from satisfied clients. Contact Information: Provide contact details for inquiries, including phone number, email address, and office location. Back Cover: Company logo and additional contact information.
2 days ago34 proposalsRemote
Past "Financial-advisor" Projects
Pitch Deck required for Recruitment company
Create a pitch deck / slide deck for our business which is recruitment. 1. Understand Your Audience Research your potential investors. Knowing their interests, investment thesis, and past investments will help you tailor your pitch to resonate with them. 2. Outline Your Deck Most successful pitch decks follow a structured outline. A common sequence includes: Title Slide: Company name, your name, and title. Problem: Describe the problem you’re solving. Solution: Introduce your product or service as the solution. Market Opportunity: Define the market size and your target audience. Product: Demonstrate how your product works and its benefits. Business Model: Explain how you make money. Traction: Highlight your achievements, milestones, and user feedback. Marketing and Sales Strategy: Outline how you plan to grow your business. Competition: Acknowledge your competitors and your competitive advantage. Team: Showcase the team behind the project. Financials: Provide a summary of your financial projections and funding requirements. Ask: Clearly state what you’re asking for (investment, partnership, etc.) and what you’ll use it for. 3. Design Your Deck Keep it visual. Use graphs, charts, and images to convey information visually and keep text minimal. Consistent branding. Use your brand’s colors and fonts to maintain consistency. Simplify your slides. Aim for one key idea per slide to keep your audience engaged and your message clear. 4. Craft Your Narrative Tell a story. People connect with stories more than data alone. Weave your data into a compelling narrative. Be clear and concise. Investors see many pitches; make yours memorable by being direct and to the point. Practice your delivery. A great pitch is not just about the slides; it’s also about how you present them. Practice your pitch to ensure it sounds natural and engaging. 5. Prepare for Questions Anticipate potential questions investors might ask and prepare clear, concise answers. Common areas of interest include detailed financial projections, the specifics of your technology, and your plans for scaling the business. 6. Feedback and Revisions Before presenting to potential investors, seek feedback from mentors, advisors, or peers. Use their insights to refine your pitch. 7. Technical Aspects Ensure your presentation is compatible with different devices and software. Also, have a PDF version ready for easy sharing via email or online. 8. Follow-Up After your pitch, send a thank you email to the investors, including a link or attachment of your pitch deck for their further review. Be open to feedback and ready for additional questions or meetings. Remember, your pitch deck is not just a presentation; it's an opportunity to tell the story of your startup and inspire investors to join you on your journey. Keep refining your deck and your delivery as you gain more insights and feedback.
Website review
An international financial planning firm seeks opinions on refreshing their current Squarespace website to portray a more sophisticated, corporate image aligned with finance. Initially seeking recommendations on graphic updates as a short-term solution, longer term consideration is given to a full website overhaul. (www.hebdenconsulting.com) The company assists British expats worldwide and currently feels their site resembles a travel company rather than financial services. Feedback is requested on realigning visual design and messaging to better reflect the firm's advisory services. Experience reviewing websites and providing strategic recommendations for corporations looking to refine their online presence would be well-suited for this opportunity. Open to hearing your quote for the work. I look forward to hearing from you.
Logo design for moneywise financial group
I am currently in search for a talented and creative graphic designer to create a logo for my company, MoneyWise Financial Group. My company is a full-service financial institution that offers banking, investment, and insurance solutions. We are committed to helping individuals and businesses make smart financial decisions and achieve financial security. Key details to know: * Visual Elements: Dollar sign, graph/chart, and shield are the elements I am specifically considering, but please feel free to incorporate other elements that fit the company's financial theme. Be creative and innovative! * Colors: Primarily use blue, green, and gold, however, don't hesitate to use different colors as your design sees fit. I value variety in design options. * Style: Present a design that portrays a modern, professional and elegant look. However, I'm open to designs that can subtly combine other styles. Ideal skills and experiences: * Expertise in logo and brand design * Ability to interpret corporate identity into a logo design * Strong portfolio showing creativity and variety * Proficiency in color theory * Excellent time-management and on-time delivery capabilities Let the money and creativity flow in your design. The perfect logo should embody financial mastery and trustworthiness, ensuring our clients feel secure about their financial future with us. Let's work together to create a lasting logo for MoneyWise Financial Group.
opportunity
I need a small ecommerce website for gambling tips
I seek a skilled web designer to build a basic ecommerce platform within WordPress focused on providing gambling tips and advice. The successful candidate should have experience integrating a direct debit payment solution to allow users to subscribe to premium tipping services or tutorials. Design and development should result in a clean, easy to navigate site focusing on an engaging user experience. Key requirements include implementing a subscription model whereby visitors can elect to sign up for recurring tips/guidance delivered directly to their email or through a telegram group. The designer will be responsible for styling site elements, laying out page sections, and curating or editing user-submitted images to complement various betting strategies and recommendations. Proficiency with PHP, HTML, CSS, payment gateways and managing a database is essential. User registration and account systems need to allow for profile details, payment histories, and accessing archived content and materials. Payment processing should integrate with popular processors to securely store financial information. Analytics and reporting functions would benefit site administration. A responsive design is preferred to accommodate all devices. Quality assurance testing will ensure a bug-free launch. The goal is to launch an informative yet visually-pleasing hub for enthusiasts seeking an advantage. Creativity, strong communication and timely completion of milestones are valued. Samples of previous WordPress projects incorporating similar features would be beneficial for selection. I welcome proposals from designers able to deliver this project on schedule.
Brand Identity Design for Insurance Broker Company in Mexico
I'm seeking a creative professional to help establish a full brand identity for my new insurance broker company in Mexico. There isn't a name determined yet, so part of this job will be collaborating on finding a fitting name. The core values of the brand should reflect the archetype of wisdom, hero and caregiver. This is a new insurance broker in Mexico that offers the best insurance, at the best price but above all, offering the best service in the sale and after sale. Our approach to opportunity 1. Automation and Efficiency: Use technology to make every interaction fluid and responsive, making customers feel understood and valued. 2. From Data to relevant information: Employ AI to anticipate and satisfy customer needs, creating a curated sense. 3. Diverse portfolio: Ensure product alignment with individual and group needs, making customers feel special and well cared for. 4. Legacy Leverage: Acquire and utilize existing networks of experienced agents to leverage their rich customer bases and improve customer satisfaction. 5. Social Impact Mission: Transfer the perception of insurance from a mere product to a transformative tool for social good and personal empowerment. Tasks involved include: • brainstorming and solidifying a business name • designing a logo aligned with our core values • creating a cohesive brand style guide Ideal candidates should have a portfolio demonstrating a knack for brand development and designing industry-appropriate logos. Previous work with insurance or financial companies would be a plus. Native or bilingual proficiency in Spanish and understanding of the Mexican market is critically essential. Strong communication and collaboration skills are also a must to help exchange and streamline ideas. This is the opportunity to build an unforgettable brand from scratch. I look forward to your proposals.
Website Review and Optimization
This prominent financial website created in PHP code comprises twelve independent applications chiefly intended for private funds supervision and outgo tracking. The candidate, probably a UX designer or a developer, would be tasked with thoroughly auditing the current website structure and presentation with the aim of optimization. This includes reorganizing the applications in a logical flow to enhance usability while also evaluating the site name, design elements, and overall customer experience to ensure maximum engagement and conversions. Furthermore, the successful freelancer would carefully analyze the existing subscription models and payment plans to recommend well-researched modifications aimed at increased retention and monetization if applicable. Finally, testing alternative landing page designs and considering an update to the main website name to better capture its purpose and value proposition should be explored. The focused overhaul seeks to modernize the customer journey and strengthen online visibility through impactful stylistic and strategic changes. Qualified developers proficient in PHP as well as UX designers able to deliver a comprehensive analysis are encouraged to submit proposals.
opportunity
Wix Website
Website for a Bed & Breakfast (similar to a guest house) Customers can book on the site. Payment can be taken on the site. The website will integrate with Booking.com and other sites for booking information so we don't double book a room. We have 3 rooms and 1 apartment We have purchased a Wiz Website We need someone to design it, attach it to e-commerce, allow us to take online bookings and integrate it with other sites we are using to take booking. Booking.com Google Trip,Advisors etc The idea is a customer can book directly - the site will know if we have bookings on other sites and work accordingly. This is a website I like - it is easy to use, it flow well - so something similar. We are open to ideas. We will provide pictures and supporting text. We would like to make changes to the picture and text ourselves. Easy to use over all devices
pre-funded
We need a company logo designed for our Legal Services practice
We need a logo designed for the holding company of our legal services practices, who's name is Legal Services Group. The examples attached will give you an idea of what we have now and we want to retain the current company logos for the individual companies (Dorset Legal Services, Hampshire Legal Services and Legal & Financial), so, although not an absolute requirement, it would be good if the new logo could fit in with the current logo style. The logos are never seen on the same page, but there has to be consistency between them all, hence the circle and the current logos being made up of the initial letters of the county (Dorset, Hampshire etc.) and L for Legal. What the logo must NOT be is stereotypical, so we don't want anything which is always associated with law firms like scales, pen and paper, signatures, columns etc., nor do we want the concept of shields and multiple letters. We don't need letterheads, business cards or web sites designed, as these are all in hand. We would, however, like to establish a relationship with a designer so that we can come back to you in the future for other projects and ideas. The logo needs to be simply, modern and we'd like to portray the sense of customer service, attention to detail, open and honest advice. The logo needs to be able to work in its own right (i.e. standalone), as well as with the company name (Legal Services Group) below it or to one side. We'd also like to allow the logo in some way to portray the sense of group, as it's the parent company of other businesses. We're not stuck on any one particular colour and we're happy if the design you come up with incorporates every colour of the rainbow, because this will give us the flexibility to utilise any one of those colours for future branding for other projects and companies, hopefully with your input. Any questions at all, please just ask. Thanks for looking and for your interest.
4-5 pages of website with web application
A start up fintech web application website 4-5 pages with below features including welcome page. Main Features of a Fintech Website: 1. Account Management: The website should provide users with the ability to create and manage their accounts easily. This includes features like opening new accounts, viewing account balances, transaction history, and managing personal information. 2. Payments and Transfers: Users should be able to make payments and transfers quickly and securely. This includes features like peer-to-peer payments, bill payments, international transfers, and the ability to link external bank accounts. 3. Budgeting and Financial Planning: The website should offer tools and features to help users manage their finances effectively. This includes budgeting tools, expense tracking, goal setting, and personalized financial planning advice. 4. Investing and Trading: Providing a platform for users to invest in stocks, bonds, mutual funds, and other investment options is crucial. The website should offer real-time market data, investment research, portfolio tracking, and the ability to execute trades. 5. Loans and Credit: Users should have access to various loan options, including personal loans, mortgages, and credit cards. The website should provide loan calculators, eligibility checks, and a streamlined application process. 6. Security and Fraud Prevention: Ensuring the security of users’ financial information is paramount. The website should implement advanced security measures such as encryption, two-factor authentication, and fraud detection systems. 7. Customer Support: A reliable customer support system is essential. The website should offer multiple channels for users to seek assistance, including live chat, phone support, and a comprehensive knowledge base. 8. Integration with Third-Party Services: The website should allow integration with other financial tools and services, such as accounting software, tax preparation tools, and personal finance apps. 9. Personalized Recommendations: Utilizing data analytics and machine learning, the website should provide personalized recommendations for financial products and services based on users’ financial goals and preferences. 10. Mobile App: A mobile app should accompany the website, providing users with on-the-go access to their financial accounts and services. The app should be available for both iOS and Android platforms and offer a seamless user experience. In conclusion, a fintech website with uncommon features aims to provide a unique and innovative financial experience for its users. By incorporating the main features mentioned above, it can offer a comprehensive platform for managing finances, making payments, investing, and accessing personalized financial advice.
Design Logo
I need a logo for my business. See below: Capital Commercial Group Capital Commercial Group incorporating some sage green colors and a simple building icon: https://i.imgur.com/bK7V3gQ.jpg A few notes on the design: - The CCG initials are prominently featured in a modern sans serif font. This makes the initials clear and recognizable. - Sage green is used to represent growth, money and prosperity as suggested. It's a calming yet financially associated color. - A simple stacked cube icon is meant to depict a commercial building in an abstract way. Keeps it clean and scalable. - The cubes are colored the same sage tone to tie them into the initials visually. - Negative space is used between the letters and icon for balance and readability at smaller sizes. - It works well in one color (black/white) as suggested for simpler applications. - Spacing, sizing and positioning of all elements was tested at small card size. - Overall it's a minimal yet impactful and memorable design capturing the key elements of capital, commerce and growth. Here is the Capital Commercial Group logo concept in color: https://i.imgur.com/X5xylXq.jpg Color palette: - Sage Green (#78ae56) for the initials and cubes - Dark Green (#27623c) as an accent/outline color - White for the background Some notes on the color version: - The sage green initials and cubes pop more against the white background. - The darker green is used subtly as a thin outline to make the cubes appear dimensional. - Colors help communicate the "green" aspects of growth, money, nature, prosperity as intended. - It will translate nicely to both print and digital/web applications. - The colors balance simplicity with effective visual communication of the brand.
A logo for an Innovative Business Financing Hub
Key Themes and Elements: Innovation: The logo should convey a sense of innovation, breaking away from traditional financial norms. Connectivity: Reflect the connectivity and accessibility that our platform provides for businesses seeking financing solutions. Professionalism: Ensure the design exudes professionalism and reliability, instilling trust in our users. Versatility: The logo should work well across various mediums, from digital platforms to print materials.
pre-funded
Banner Design for New Business
We are opening up a new office space in a mall. They require the space to be covered from the public eye during renovations. We would like to create some banners to cover our entrance that announces our new office and display that we are "coming soon". Attached below is a photo of the type of banner we will be printing out. Using canva is fine. Here are some ideas: ONE DESIGN: COMING SOON…. LOGO NEW WEALTH ADVISORS CLUB a real estate club dedicated to equipping and inspiring real estate investors Seattle WebSite QR CODE Phone Number TWO DESIGN: COMING SOON…. LOGO TEAM KEKOA REAL ESTATE GROUP a boutique real estate team helping buyers and sellers with income producing properties WebSite QR CODE Phone Number
Webflow Developer & Designer for Changeblock
Job Title: Webflow Developer for Changeblock Location: Remote Company Overview: Changeblock is a pioneering company dedicated to advancing climate action through innovative technology and financial solutions. As the CEO of Changeblock, I am seeking a highly skilled Webflow developer to join our team and help us enhance our online presence while staying aligned with our core focus on environmental assets and finance. Job Description: We are looking for an experienced Webflow developer to work remotely and collaborate with our team. The ideal candidate will be responsible for the following: Key Responsibilities: Utilize our existing Figma designs to implement a visually appealing and user-friendly website on the Webflow platform. Implement responsive design principles to ensure the website looks and functions flawlessly across various devices. Perform ad-hoc design tasks, including creating InDesign documents, additional Figma assets, and web elements as needed. Collaborate with our team to ensure the website reflects our company's mission, values, and commitment to climate action. Maintain and update the website as required, incorporating any changes or additions seamlessly. Qualifications: Proven experience in Webflow web development with a portfolio of previous projects. Proficiency in using Figma for design collaboration and asset creation. Strong understanding of responsive web design and user experience (UX) principles. Ability to work independently and collaborate effectively with a remote team. Attention to detail and a commitment to delivering high-quality work. Additional Information: Given our company's focus on climate action and financial solutions, a candidate with an interest in these areas would be highly desirable. Furthermore, your work will play a crucial role in advancing our mission. How to Apply: If you are a talented Webflow developer with a passion for making a positive impact on the environment and finance, we invite you to apply. Please include your portfolio, relevant experience, and your availability for this project. We look forward to hearing from you and potentially welcoming you to the Changeblock team.
Simple webpage for AI hedge fund
We are seeking a highly skilled designer to create a simple, one-page scrollable webpage for our newly started AI-driven fund management company and possibly modify our current logo/profile if needed. We are currently in a rapid expansion phase and will be going through multiple changes in the near future, and therefore cannot commit to a larger re-branding exercise at the moment. Our primary need is a webpage that will help us attract new recruits while still appealing to our customers. Target audience: Our customers are high-net-worth investors spread globally. They are all sophisticated investors who value honesty, trust, and transparency. They are critical thinkers who do not chase the latest trends but are curious about the latest technologies. Webpage: Note that the purpose of the webpage is not to attract investors but rather to market the company in such a way that it appeals to new potential recruits. The webpage should possess an aesthetically pleasing appearance, effectively communicating our core values to our specific target audience. The online material should present the company, our technology, staff, and work culture but have very limited information about our product/fund. For this, we only need a landing page/scrollable webpage and a simple separate page listing the positions available. The following sections are needed: - Landing section - What we do - Our technologies - The company - Our staff - Job opportunities - Contact information - Separate page listing available positions (linked from the job opportunities, showing a more detailed description of the role) Logo/profile: We currently have a logo, but you are free to change this if it is required to make the webpage meet the objectives. Current logo has been attached. We envision something with muted colors, airy and clean use of spaces. The impression should indicate experience/heritage in investing but with a touch of technology. The ideal candidate must possess a proven track record in branding and web design, preferably with experience in branding in the financial sector. Upon a finalized project, there is the potential for future projects and a larger re-branding. In your application, we need the information requested below. While we appreciate that a proper discussion is required before the project can commence, we cannot arrange meetings with every qualifying applicant. Failure to provide the information will mean automatic rejection. - How soon can you start, and what is your expected time frame for completion? - Have you done any projects in the finance sector? Please provide a link. - Can you provide copy writing as well? - Would you make any changes to the logo? - Does your quote involve creating the webpage, copywriting and/or just the design/mockup? If you are shortlisted, we will schedule a meeting. Looking forward to hearing from you!
Company Logo Design
Hello and thank you for taking the time to read my job listing. I am looking for a designer to create a logo for my company, One Horizon Capital, an investment management firm that provides investment education, advisory and investment management services. About the firm One Horizon Capital is an investment management firm that provides investment education, advisory and investment management services , offering and building the professional skills to create wealth for financial freedom. The Brand Brand personality • Composed and measured • Lean and efficient • Cool and sexy • Knowledgeable • Empowering • Simplifies complexity • Modern and innovative Goals Objective Develop 3 logo options for One Horizon Capital With the chosen logo, develop a static version for physical collateral and an animated version for online use. Deliverables Three draft logo options Full color logo (plus executions) 1 animated version of the logo Creative Direction Sleek, professional, simple Represent the brand personality especially 'simplifies complexity', and 'modern and innovative’ One logo option could include an element to signify the shadow of the sun behind the horizon Target Audience Target 1 - Individuals seeking investment knowledge and skills development Target 2 – Institutions seeking investment knowledge, skill development and wealth creation Target 3 - High-end clients seeking wealth creation opportunities I have attached a brief with the above and also the possible colour(s) for the Logo, and example of other brand logo in the financial space I look forward to seeing the results!
Website Redesign and Development
Job Description: Hello there! We are excited to offer a unique collaboration opportunity for a UK resident who can assist us in receiving a laptop and enabling access to work remotely with our Europe-based company. This is a long-term partnership that entails profit sharing and further growth possibilities. About Our Company: We are a Bangladesh-based team of 8 talented professionals, specializing in web, mobile, blockchain development. Recently, we received a job offer from a prestigious Europe company. As part of the requirements, they will be sending us a laptop that needs to be shipped to a UK address. Your Role: We are seeking a reliable and trustworthy individual who can act as the recipient for the laptop shipment on behalf of our team. Your responsibility will also involve facilitating remote access to the laptop, allowing us to seamlessly integrate into the Europe company's operations. Benefits and Compensation: In exchange for your assistance, we are thrilled to offer you an attractive profit-sharing arrangement, wherein you will receive a generous 30% share of the profits generated through our collaboration with the Europe company. This is a fantastic opportunity for both financial gain and long-term professional growth. Requirements: Gender: male Age:27-35 Residency: You must be a resident of the United Kingdom. Reliability: We require someone responsible and dependable, ensuring seamless delivery of the laptop to your address. Trustworthy: The utmost trustworthiness is essential as you'll be handling sensitive equipment and collaborating with our team closely. Communication: Good communication skills in English are necessary to facilitate coordination between our team and the UK company. How to Apply: If you are interested in this collaborative opportunity and meet the above requirements, please follow these steps: Respond to this posting with a brief introduction, highlighting your relevant experience and why you are interested in working with us. Include your location within the United Kingdom. Provide a reliable method of contact (email address or phone number) for further discussion. We will carefully review all applications and get in touch with shortlisted candidates to discuss the collaboration details further. Please note: This job posting is exclusively open to UK residents due to the specific requirements of receiving the laptop shipment. Thank you for considering this collaboration opportunity! We look forward to hearing from you soon and embarking on a mutually beneficial working relationship.