Licensed (S7, S66, Insurance) Client & Advisor Success Manager-
Zapata Private Wealth Group
Job Description
Benefits:
(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)
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- 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 (S7, S66, Insurance) 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)
<...
Ready to Apply?
Submit your application today and join our talented team at Zapata Private Wealth Group.
Submit ApplicationJob Details
- Location Upland, California
- Job Type Full Time
- Category Operations Specialties Managers
- Posted Date June 20, 2026
- Application Deadline July 30, 2026