Bilingual Client & Advisor Success Lead

Zapata Private Wealth Group in Upland, CA is looking for a Licensed Client & Advisor Success Manager. This bilingual role (Spanish and English) focuses on client communication and relationship management, ensuring seamless execution for clients and advisors. The ideal candidate has active Series 7, Series 66, and Life Insurance licenses, along with experience in wealth management. With a competitive salary range of $40k-$60k, the position includes growth opportunities towards an Office Manager role.
Join us at Zapata Private Wealth Group as our next Bilingual Client & Advisor Success Lead in Upland, CA, United States. The Bilingual Client & Advisor Success Lead position in the Finance field is open for applications. We have an opening for a Bilingual Client & Advisor Success Lead in Upland, CA, United States within Finance.