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 firstname.lastname@example.org
Thank You for taking a look at this volunteer opportunity.
- Financial Planning
- Financial Service Assistance
Good Match For
Requirements & Commitment
- Must be at least 21
- Two to Three Hours
- One of the industry recognized certifications for Financial Advisors