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. #J-18808-Ljbffr