Wealth Advisor & Financial Planning Specialist (Tolima)

Wealth Advisor & Financial Planning Specialist (Tolima)

27 oct
|
Apoyostemporales
|
Tolima

27 oct

Apoyostemporales

Tolima

Apoyostemporales is seeking an experienced Wealth Manager in Colombia to serve as the primary client contact and drive comprehensive financial planning and portfolio management. You will review client investments, tailor portfolios within firm guidelines, and have opportunities to specialize in Investments, Financial Planning, or Business Development, contributing as an internal SME.The role emphasizes integrity, detail-orientation, and a track record in wealth management with potential CFP/CFA#J-18808-Ljbffr

📌 Wealth Advisor & Financial Planning Specialist (Tolima)
🏢 Apoyostemporales
📍 Tolima

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