Licensed Client & Advisor Success Manager

Licensed Client & Advisor Success Manager Zapata Private Wealth Group Upland, CA Job Details Full-time $40,000 - $60,000 a year 22 hours ago Benefits Profit sharing Health insurance 401(k) Paid time off 401(k) matching Employee discount Opportunities for advancement Qualifications Financial planning software Life Insurance License Spanish Wealth management Google Drive Microsoft Outlook Zoom English Series 66 Mid-level Series 7 Managing clients in a finance role Human resources CRM system proficiency Escalation handling Communication skills

Full Job Description Benefits:

Employee discounts Health insurance Paid time off 401(k) 401(k) matching Bonus based on performance Company parties Competitive salary Opportunity for advancement Profit sharing Training & development Wellness resources Licensed Client & Advisor Success Manager (Bilingual Spanish | Path to Office Manager / Operations Lead)

Location:

In Person (Upland, CA)

Industry:

Wealth Management /

Financial Planning Licensing Required:

Series 7, Series 66, Life Insurance (active)

Language Requirement:

Fluent Spanish & English (spoken and written) This Is Not an Admin Role. Read This Carefully. Zapata Private Wealth Group is seeking a bilingual, licensed, execution‑driven professional to serve as the operational backbone and client‑facing anchor of our firm . If you are soft‑spoken, passive, uncomfortable leading conversations, or prefer to work entirely behind the scenes, this role will not be a fit .

If you:

Speak confidently with clients Bring calm authority to conversations Are warm, professional, and directive when needed Take pride in follow‑through and relationship continuity Keep reading. Spanish Is Not a "Nice to Have" — It Is Core to the Role You will regularly: Communicate with Spanish‑speaking clients and households Confirm details, timelines, and next steps in Spanish Represent the firm professionally in bilingual conversations Ensure clarity, trust, and confidence across language barriers If you are not fully fluent and comfortable leading professional conversations in Spanish , do not apply . The Role (In Plain English) This role is internally known as "The Glue." You are the person clients recognize, trust, and feel comfortable contacting. You are the person advisors rely on to ensure execution. You are the person leadership trusts to prevent problems, not react to them. If something does not involve giving financial advice, it starts with you . What You Will Own (Non‑Negotiable) Client, Advisor, & Relationship Execution Serve as a primary bilingual point of contact for clients Coordinate and execute client onboarding start‑to‑finish Own task management and follow‑through in Wealthbox (system of record) Prepare advisors for meetings (planning, estate workflow status, next steps) Track, close, and document all post‑meeting items Escalate issues before they become problems Clients should feel: "They know me. They follow up. Things get done." Personality That Thrives Here (Read Carefully) ✅ Warm, professional, and confident ✅ Comfortable leading conversations (not just responding) ✅ Calm under pressure ✅ Naturally organized and detail‑oriented ✅ Friendly without being informal ✅ Assertive about follow‑through — without being abrasive Apologetic communicators People who avoid setting expectations Anyone uncomfortable enforcing process politely but firmly This role requires presence , not just competence. Systems You Will Use (Daily / Heavy) You must either already be fluent in — or be ready to master quickly: Wealthbox (CRM, tasks, workflows — source of truth) PreciseFP (client data gathering & completion tracking) eMoney (planning support) Wealth.com (estate workflow coordination) Jump AI (reviewing and finalizing meeting notes) Outlook (logged into Wealthbox) MyRepChat (compliant client texting) Zoom Google Drive RingCentral (fax) If systems overwhelm you, this role will not be enjoyable.

Growth Path:

Office Manager / Operations Lead This role is intentionally designed to grow into Office Manager / Operations Lead , adding ownership of: People operations & onboarding Payroll & HR coordination Licensing & registration tracking Compliance & OSJ coordination Vendors, events, and operational problem‑solving Acting on behalf of the CEO operationally You must want responsibility , not avoid it. What You Will NOT Do Give financial advice Make investment decisions Wait to be reminded Let issues linger Leave work undocumented How Success Is Measured You are succeeding when: Clients feel supported and confident Advisors never chase follow‑ups The CEO is not in the weeds Wealthbox is clean, accurate, and trusted Problems are handled quietly and early Required Qualifications Fluent Spanish and English (spoken and written) Active Series 7, Series 66, and Life Insurance license Experience in a Wealth Management / RIA / LPL environment strongly preferred Excellent written and verbal communication Comfort interacting directly with clients Strong process discipline and security awareness Compensation Remote (Exceptional): $40,000 - $60,000 base dependent on experience (commission & bonus opportunities) Growth path to

Office Manager:

(additional pay/bonus/commission) How to Apply (Intentional Filter) To apply, submit: Resume Familiarize yourself with our company, our website and our culture! A short cover note (English is fine) answering: Why this role fits how you operate An example of when you owned follow‑through with a client Confirmation of Spanish fluency and prior client use Generic applications will not be reviewed.

Final Note This role requires:

Execution Presence Warm authority Bilingual confidence If that excites you — we want to meet you. If it feels like too much — this role is not for you. Contact Zapata Private Wealth Group for more information at (909) 681-6900 & email and cc