Wealth Mangement Jr. Advisors

Appointment Specialist – Remote PositionBogotá | Medellín | Cali | Bucaramanga | CartagenaAbout the OpportunityCAPITAL WEALTH LG S.A.S is seeking motivated Appointment Specialists to join our expanding team. You'll play a vital role connecting qualified leads with our financial advisors who specialize in retirement planning for educators and public...

APPOINTMENT SETTER REQUIREDBOGOTA, MEDELLIN, CALI, BUCARAMANGA, CARTAGENAPart-Time/Hourly Remote PositionAre you a proactive communicator with a passion for helping people? CAPITAL WEALTH LG S.A.S is seeking talented Appointment Setters to join our growing teamAbout the RoleAs an Appointment Setter, you'll connect qualified leads with our financial advisors...

We are looking for Appointment Setters in Colombia to set appointments for Financial advisors in the United States. The main role will be to reach out to prospects and set up complementary financial literacy meetings to go over changes in the California Pension system for Teachers and District staff members. We Call three times a Day= Before School, After...

**¡APPOINTMENT SETTER REQUIRED!** **BOGOTA, MEDELLIN, CALI, BUCARAMANGA, CARTAGENA!!!** - Part-Time/Hourly Remote Position_ Are you a proactive communicator with a passion for helping people? CAPITAL WEALTH LG S.A.S is seeking talented Appointment Setters to join our growing team! **About the Role** As an Appointment Setter, you'll connect qualified...

de la publicación:Wealth Latam Hub Analyst - ColombiaAre you looking to expand your professional experience? Would you like to join a dynamic and inclusive team? This opportunity is waiting for youThis is a hybrid role with the flexibility to work virtually and from our Bogota city officeAon is in the business of better decisionsAt Aon, we shape decisions...

We’re hiring appointment setters to help financial advisors schedule meetings with California's retirement systems participants. No selling — your only job is to book the appointment. **What You’ll Do**: - Make quick 3-minute calls to set up meetings. - Work flexible hours — mornings, lunch, or afternoons. **Compensation**: - 65,000 COP per...

About Zoe Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund. In addition, former and current operators from JP Morgan, Blackrock, Charles Schwab, Uber,...

We are looking for Appointment Setters in Colombia to set appointments for Financial advisors in the United States. The main role will be to reach out to prospects and set up complementary financial literacy meetings to go over changes in the California Pension system for Teachers and District staff members. We Call three times a Day= Before School, After...

About ZoeZoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund. In addition, former and current operators from JP Morgan, Blackrock, Charles Schwab, Uber,...

Overview: **Connecting clients to markets - and talent to opportunity** With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets - focusing on innovation, human connection, and providing world-class...