Wealth Management Support Coordinator

Benefits:

401(k)

Bonus based on performance

Employee discounts

Financial Services Administrative Coordinator

Zapata Private Wealth Group

📍 Upland, CA ⏱ Full-Time

🔥 Ready to move beyond retail banking and build a long-term career in financial services? Join a boutique firm where you’ll gain hands-on experience, mentorship, and a path for growth.

About Us

Zapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions.

We provide personalized financial strategies and work closely with clients to help them achieve their financial goals. As we grow, we are looking for talented individuals—especially those in banking—who are ready for a more meaningful and growth-oriented role.

About the Role

This role is ideal for someone currently working in a bank environment who wants to transition into wealth management and financial planning.

You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.

Who This Role Is Perfect For

Professionals currently working at or recently leaving:

Chase

Bank of America

Wells Fargo

Or similar banking institutions

Someone who enjoys helping clients but wants:

More meaningful relationships

Less transactional work

A long-term career path in financial services

Organized, client-focused, and ready to grow

What You’ll Do

Support advisors with administrative and client service tasks

Assist clients with account servicing, requests, and follow-ups

Process paperwork and maintain client documentation

Manage scheduling, calendars, and appointments

Communicate with clients via phone and email

Support new client onboarding

Help deliver a high-touch, relationship-driven client experience

Why This Role Is Different from Banking

✅ Focus on long-term client relationships vs. transactions

✅ Smaller, more personalized client base

✅ Direct mentorship from experienced advisors

✅ Exposure to financial planning and wealth management

Training & Transition Support

You do not need prior financial planning experience—we will train you.

We will teach you:

Our systems, processes, and workflows

How we build and maintain client relationships

The approach that drives success in our firm

Career Growth & Licensing Support

If obtaining your industry licenses (Series 6, 7, 63, etc.) is part of your long-term goals, we will support and guide you through that process.

This role is designed as a career transition opportunity into:

Client service roles

Advisor support roles

Potential future advisory positions

Compensation

$36,000 – $50,000 base salary

$3,000 – $5,000 bonus potential

Significant long-term income potential as you grow and become licensed

Why Join Zapata Private Wealth Group

Transition from banking into wealth management

Hands-on training and mentorship

Professional, team-oriented environment

Clear path for long-term career growth

Apply Today

If you're ready to take the next step beyond banking and build a meaningful career in financial services, we’d love to hear from you.