We Need a Licensed Financial Advisor to Review our Investment Strategy and Activites


Cause Areas

When

It's flexible! We'll work with your schedule.

Where

This is a Virtual Opportunity, with no fixed address.


About

I hope this message finds you well.

We need one or more licensed Financial Advisors to:

1) Review our Investment Policy Statement;

2) Review our investment portfolio and activities; and

3) Provide feedback and advice.

I would expect this opportunity to take two or three hours.

The Licensed Financial Advisor that Volunteers for this opportunity will receive: 1) recognition on Social Media and at www.enduringcharity.org, and 2) consideration for appointment to the foundation's Board of Advisors.

Feel free to call or email to discuss the issue further: 928.420.4035 or josh@enduringcharity.org

Thank You for taking a look at this volunteer opportunity.

Skills

  • Financial Planning
  • Financial Service Assistance

Good Match For

People 55+

Requirements & Commitment

  • Must be at least 21
  • Two to Three Hours
  • One of the industry recognized certifications for Financial Advisors
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