Hire the Best Financial Services Professionals

Clients rate our Financial Services Professionals
Rating is 4.8 out of 5.
4.8/5
Based on 4,378 client reviews
Christine H.

Tallahassee, Florida

$115/hr
5.0
91 jobs

Licensed CPA | IRS e-File Provider | QuickBooks Online ProAdvisor I help U.S. business owners clean up their books, file accurate tax returns, and stay compliant as their business grows. • QuickBooks Online cleanup and reconciliation • Tax filings for LLCs, S corporations, partnerships, corporations, and business owners • S-corp elections, payroll compliance review, and reasonable compensation planning • Quarterly bookkeeping/tax compliance reviews • Financial reports for management, lenders, and tax filing support • Non-attest CPA letters for lenders/bonding/regulatory agencies I work with freelancers, consultants, online businesses, service businesses, and owner operated LLCs or S-corps that need practical accounting and tax support. Common projects include: • Cleaning up messy QBO files • Reconciling bank, credit card, payroll, loan, and equity accounts • Preparing business and individual tax returns • Reviewing S-corp setup, payroll, owner payments, and health insurance treatment • Helping business owners understand what needs to be fixed before year end I am a Florida licensed CPA with 10+ years of accounting experience across tax, bookkeeping, compliance, internal controls, and financial reporting.

  • Intuit QuickBooks
  • QuickBooks Online
  • Bookkeeping
  • Financial Planning
  • Accounting
  • Accounting Report
  • Tax Accounting
  • Tax Preparation
  • Tax Return
  • Accounting Advisory
  • CPA
  • Taxation
  • Finance
  • Financial Analysis
  • Taxes
Gerry B.

Marikina City, Philippines

$8/hr
5.0
41 jobs

Available 24/7 for online work. But since my wife is complaining that I have not left any time for her so that will be 8/5 with Saturdays reserved for her shopping (hooboy) and Sunday for mass. My name is Gerry I used to work in a brokerage company for three years doing various jobs as escheatment, W8 Ben and other clerical jobs related to banking and brokerage even check clearing. All these jobs require meticulous handling. Online I have about 7 years of experience on data entry, contact info research, and various office tasks such as email handling, LiveChat support, manual deposit, client account verification, review response, and many other that are assigned to me from time to time. I love surfing the web and doing research. I am in this industry for the long haul and can therefore do full time job. I am also a seasoned sales agent focused on offline selling of various consumer goods and construction materials.

  • Accuracy Verification
  • Indexing
  • Administrative Support
  • CRM Software
Alejandra R.

Mexico City, Mexico

$40/hr
4.9
115 jobs

🎖 As an Expert-Vetted professional and a member of Upwork's top 1% of freelancers worldwide, I specialize in helping companies find the best talent in the global market through end-to-end recruitment and HR processes. I am an HR professional with 14+ years of extensive experience in Human Resources Management. Worked as Head of Department for Fortune 500 Companies in different industries. I can handle: Recruiting - All levels and positions (this is my passion) Mapping processes for HR functions Automating HR functions Developing performance metrics for different business functions Performance Management Feedback 360 System Development Advise on Benefits and Compensation Employee Handbook Development Handle Remote Employees - Global Mobility functions I consider myself to be an 'intuitive" recruiter with a knack for identifying and sourcing the best possible candidate for any role. If you are looking for insights on how successful companies handle their functions from the inside, I am the perfect person to deliver a great quality restructuring of HR functions! *Or maybe just the best outsource recruiter you could hire :)

  • Candidate Management
  • Candidate Interviewing
  • Candidate Evaluation
  • IT Recruiting
  • Human Resource Management
  • Recruiting
  • LinkedIn Recruiting
  • Human Resources Analytics
  • Human Resource Information System
  • Human Resources Consulting
  • Compensation & Benefits
  • Business Services
Thomas B.

Scottsdale, Arizona

$195/hr
4.9
328 jobs

*Due to high-demand, I am no longer considering engagements under $2,750 —no exceptions.* If you're interested in boring, vanilla copywriting at cheap rates from copywriters who live in their parent's basement —I'm not for you. However if you're looking for content that influences, inspires and compels for someone to take action... You've come to the right place. Here’s the reality: Most brands, products and services copywriting is as exciting as a routine colonoscopy on a Saturday morning. (Yeah, no thanks...I had one last week and I'm still reeling.) Which means you could have the best product in the world and your prospect will put you in the “meh” pile. Instead, I create jaw-dropping, heart-thumping, knock-your-socks-off copy and content for businesses, bold entrepreneurs and purpose driven brands. Because I believe: 1. Vanilla, cardboard-tasting, forgettable copy doesn’t move the needle. You’re not boring, so why is your messaging? 2. Great copy and content speaks to the hearts and minds of your dream clients. And just as importantly —it gets the wrong people off the bus: see ya later time wasters! 3. Your ability to connect, captivate and convert your audience determines your impact and income. It’s simple math, really. Even if I failed it miserably in High School. So, how do I do it? 1. I get to know your brand from the inside out. 2. I blend the science of old school copywriting with the art of empowerment marketing. 3. I get to know your dream clients better than they know themselves —and in turn, you become instantly trustworthy. 4. I craft holistic copy and content from the ground up ensuring the right tone, narrative and customer touchpoints. To date, I’m responsible for millions in additional revenue, 11+ 7-figure launches, 50+ six-figure-launches —and wrote copy for a Fortune 500 airline that can be seen at 37,000 feet. But enough about me —my goal is simple: Your results. Your growth. Your expansion. Don't waste your time with cheapskates or else I'll be the guy mopping up their work —it happens so often that clients call me "The Cleaner." ***WHAT MAKES ME DIFFERENT*** I'm obsessed. No, really —my idea of a wild Saturday night is studying language, messaging and what makes your dream clients tick. I'm Expert Vetted on Upwork (the 1% of all freelancers), certified with AWAI, StoryBrand, and even have an MFA in Creative Writing from a top school. ***WHAT CLIENTS SAY ABOUT ME*** “He is exceptional and worth every penny. Thomas communicates every step of the way and delivered before schedule. When I was presented with the copy, I wanted to run to buy my own product.” -Frank S. "I've never spent $4,500 on copywriting and I was initially skeptical. On day one of our launch, I brought in 137 people —compared to 44 with our old copy. Best money I ever spent...he gave me a deal." -Jeff K “Thomas achieved ultimate perfection in 48 hours. We’ve found our new secret weapon. We kind of don’t want to tell anyone else.” - Steve M. “Expertise, professionalism, communication and availability. Don’t look any further.” - Serena M. “Thomas was hired after receiving terrible work from another service. They turned a below average sales letter into a living masterpiece. Thank you.” - Karen L. “This is going to sound weird, but I cried after reading what Thomas created. It touched my heart, because my business is my purpose.” - Fabia “The free website audit turned me into a believer. In two weeks, my landing page went from less than 3% conversion to 19%.” - Jerry J. Don't waste your time with copywriters who barely communicate and who use techniques that were only effective in the 80s. Message me now —and let's create some magic :) P.S. I live by the mantra "success loves speed". In the time it took you to read this profile, we could have already been cranking killer copy. In other words, stop waiting! Message me now. P.P.S. I don't do long, boring meetings, "free" tests or any other nonsense that indecisive business owners engage with...I respect my time, which means I respect yours too.

  • Biography
  • Blog Development
  • Brand Positioning
  • Sales Letter
  • Lead Generation
  • Email Marketing
  • Brand Identity
  • Digital Marketing
  • Conversion Rate Optimization
  • Video Sales Letter
  • Paid Media
  • About Us Page
  • Landing Page
  • Blog Writing
  • Copywriting
Matthew W.

Thousand Oaks, California

$100/hr
4.7
1,514 jobs

Senior SEO and AI visibility strategist. Twenty years in the discipline, over three million dollars earned on Upwork, more than eleven hundred projects completed, and Expert Vetted at the top tier of the platform. You can see the full operation at PFP Marketing. I am also the founder of Popular Wines. My work is productized and built to ship. The core engagement is a one-time SEO and AI Visibility Roadmap: the complete, execution-ready plan for your site, delivered through Upwork. You tell me what your business is and where you want it to go. I diagnose, build the strategy, and hand you a plan your team or developer can execute directly. No interpretation required, no figure-it-out moments, no scope creep. What the Roadmap includes: The high-intent keywords and pages worth ranking for On-page rewrites: titles, meta descriptions, headers Topical cluster and pillar structure that builds real authority, including rewrites and blogs A complete internal linking plan Schema and llms.txt set up for AI search CTA and value-proposition rewrites for conversion Your AI visibility priorities across Google AI Overviews, ChatGPT, Perplexity, Gemini, and Claude A clear order of operations so you know exactly what to do first It is $500, delivered within a few business days, and you own it outright. Most operators start here. From there, many clients move into a full execution retainer where I run the strategy for you month over month: on-page, content, technical, internal linking, schema, and AI visibility built as an ongoing asset. Retainers are scoped to your business and priced to match. I also build WordPress websites where the content, SEO architecture, and AI visibility are part of the build, not left for someone else to sort out after launch. That means written copy for every core page and service area page, URL and page structure built for search, internal linking mapped before anything goes live, schema and llms.txt implemented from the start, and the site positioned to show up in Google AI Overviews, ChatGPT, Perplexity, and Gemini on day one. I also build interactive tools into sites, including calculators, quizzes, and widgets, that work as lead magnets and anchor the content clusters that build authority over time. Most web designers hand you a site and then you hire an SEO person to fix it. I do both in the same engagement, so nothing gets lost in translation. I work across local business, ecommerce, B2B SaaS, enterprise, and the new AI-driven discovery surface. Most clients come to me because their current SEO is producing motion but not real results, or because they know AI visibility is becoming material to their business and they want it set up correctly the first time. Who this is for: founders, operators, marketing leaders, and agencies who want a senior strategist running the technical and content direction, whether they execute in-house from the Roadmap or have me run it for them. People who think long term and want their search and AI presence built like an asset. Who this is not for: if you want the cheapest option in the search results or a quick-fix mindset, I am not the right fit. There are great execution-focused freelancers on Upwork for one-off tasks. I build search and AI visibility as a long-term asset. If a quick 15-minute call helps you decide, I am glad to walk you through the plan, though many clients simply move forward in messages. Send me your site and a short description of where you are and the outcome you want. I respond directly through Upwork messaging. Matt

  • Search Engine Optimization
  • Local SEO
  • SEO Localization
Andrea M.

Coffee City, Texas

$15/hr
5.0
6 jobs

🔸🔸🔸The biggest risk in hiring a remote WordPress developer isn't the code, it’s communication, professionalism, and long-term reliability. 💎💎I’m Andrea. I am a WordPress developer with 8 years of specializing in Elementor Pro and WooCommerce website setups. I build clean, fast, and easy-to-manage online stores and landing pages.. Instead of using heavy, pre-made templates or stacking 40 different plugins together to make one feature work, I focus on clean WordPress implementation. This keeps your site loading fast, secure, and ready for paid traffic. 🛡️ MY CORE COMMITTMENT TO YOUR PROJECT 🔹 Zero-Ghosting Communication: You will never have to wonder about the status of your project. I provide clear timelines, respond promptly, and give straightforward technical updates. 🔹 Plugin Minimalism: I don't use 40 heavy plugins together to make a single feature work. I optimize your WordPress theme settings and use custom CSS/PHP when necessary, keeping your site fast and secure. 🔹 Figma-to-Web Accuracy: If you have design files in Figma, Adobe XD, or Photoshop, I handle the WordPress implementation to ensure a pixel-perfect, fully responsive design that looks identical on mobile and desktop. 🔹 Complete Client Autonomy: I don't build sites that require you to hire a developer just to change a product price. I organize the backend logically and provide recorded video walkthroughs so your team can manage text, images, and WooCommerce e-commerce products independently. ☀️WHAT I CAN DO FOR YOUR WORDPRESS PROJECTS 🔹 New WordPress Website Builds from Scratch: Taking your ideas, brand colors, and content, and turning them into a fully responsive, custom WordPress website built cleanly with Elementor Pro. (If you happen to already have a Figma, Adobe XD, or Photoshop design ready, I can perfectly build that out too). 🔹 New Store Builds: Complete WooCommerce e-commerce setup, including product variations, smooth checkout flows, and secure payment gateways like Stripe or PayPal. 🔹 Figma to WordPress: Turning your design files (Figma, Adobe XD, or Photoshop) into a pixel-perfect, fully responsive design that works flawlessly on mobile devices. 🔹 Fixes & Redesigns: Cleaning up slow-loading pages, tackling page speed optimization, and resolving stubborn Elementor alignment bugs. 🔹 Client Hand-off: I organize your WordPress dashboard logically and send you short, recorded video walkthroughs so your team can easily update text, images, and products on your own. 💥💥MY WORDPRESS EXPERTISE INCLUDES: --. WordPress Developer for WordPress Website Development & Redesign --. WordPress Developer with Elementor Pro & Divi Expertise --. WordPress Developer with WooCommerce & E-commerce Expertise --. WordPress Developer for Speed Optimization & Website Performance --. WordPress Developer for Plugin Integration & Troubleshooting --. WordPress Developer for Figma to WordPress (Pixel-Perfect) --. WordPress Developer for Technical SEO (Meta titles, Alt tags, Sitemaps) --. WordPress Developer for Bug Fixes, PHP Errors & Maintenance --. WordPress Developer for Security, Backups & Malware Removal --. WordPress Developer for Website Migration & Hosting Setup --. WordPress Developer for Advanced Features (LMS, IDX, API Integrations) 💥💥MY TECH STACK:: 🔹Core: WordPress, WooCommerce, Elementor Pro, Gutenberg, Astra. 🔹Code & Customization: PHP, HTML5, CSS3, basic JavaScript. 🔹SEO & Speed: RankMath, Yoast, Google Search Console. ⚡⚡INDUSTRIES I BUILD FOR: 🔹I focus on industries where a high-performing website directly impacts revenue. I regularly build and optimize sites for E-commerce Brands, Professional Services (Consultants, Legal, Real Estate), Health & Wellness businesses, and creative agencies looking for a reliable technical partner. 💥💥 If you have a project brief ready, or just want me to take a quick look at an existing site to see why it's lagging, let's connect. Click "Message" or "Invite to Job" to start a straightforward conversation about what you need built.

  • WordPress
  • Web Design
  • Web Development
  • Elementor
  • WooCommerce
  • WordPress Website
  • WordPress Theme
  • WordPress Development
  • JavaScript
  • HTML
  • Graphic Design
  • WordPress Landing Page
  • WordPress Installation
  • Responsive Design
  • CSS
  • WordPress Plugin
  • PHP
  • WordPress Customization
  • Website Redesign
  • WordPress Optimization

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How much does it cost to hire a Financial Services Freelancer?

Rates charged by Financial Services Freelancers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Financial Services Freelancer on Upwork?

As the world’s work marketplace, we connect highly-skilled freelance Financial Services Freelancers and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Financial Services Freelancer team you need to succeed.

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Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Financial Services Freelancer proposals within 24 hours of posting a job description.