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Finance Grad Trainee — in Wealth Advisory
Job in
Upland, San Bernardino County, California, 91784, USA
Listed on 2026-06-24
Listing for:
Zapata Private Wealth Group
Apprenticeship/Internship
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Finance Assistant
Job Description & How to Apply Below
Zapata Private Wealth Group in Upland, CA is seeking a Junior Financial Advisor in training. This entry-level role offers hands-on training and mentorship in financial services. Responsibilities include administrative support, client service assistance, and maintaining records. A degree in Finance, Economics, Business, or Financial Services is preferred. Ideal for motivated recent graduates eager to grow in a boutique financial planning firm with promising career opportunities.
Salary offered is $36,000 – $50,000 plus bonuses.
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