Junior Financial Advisor in training
$36k - $50kZapata Private Wealth Group
Job Description
Job Description
Benefits:
- 401(k)
- Bonus based on performance
- Employee discounts
Upland, CA
⏱ Full-Time Start your career in financial services with a growing boutique firm that will train, mentor, and invest in your success. No industry experience required—just a strong work ethic and a desire to learn.
About Us
Zapata Private Wealth Group is a boutique financial planning firm dedicated to delivering exceptional client experiences and long-term financial guidance. We are looking for a motivated, detail-oriented recent graduate who wants to begin a career in financial services and learn directly from experienced professionals in a growing firm. This is more than an administrative role — it’s an opportunity to learn the business, develop real-world skills, and build a long-term career in the financial industry.
Who This Role Is Perfect For
This position is ideal for someone who:
- Recently graduated with a degree in Finance, Economics, Business, or Financial Services
- Wants to learn how a successful financial planning firm operates
- Is interested in eventually building a career in wealth management
- Is coachable, driven, and eager to grow
- Provide administrative support to advisors
- Assist with client service requests and follow-up
- Prepare and process paperwork and account documents
- Maintain accurate client records and systems
- Manage scheduling, calendars, and appointments
- Handle client communication (phone, email, follow-up)
- Support new client onboarding
- Help maintain an organized and professional office environment
- How a boutique financial planning firm operates
- Client service and relationship management best practices
- Industry systems, workflows, and processes
- The foundation for a long-term career in financial services
You do not need prior financial industry experience. We will train you on:
- Our systems and processes
- How we deliver exceptional client service
- The approach that drives our firm’s success
If obtaining your industry licenses (Series 6, 7, 63, etc.) is part of your career plan, we will support and guide you through that process.
This role is designed to grow into higher-level client service and advisory opportunities over time. Compensation
- $36,000 – $50,000 base salary (entry-level)
- $3,000 – $5,000 bonus potential
- Significant long-term income potential once licensed and advancing within the firm
- Hands-on training and mentorship
- Direct exposure to experienced advisors
- Learn how a successful boutique firm operates
- Clear path for career growth in financial services
If you're a recent graduate motivated to start a career in financial services and grow within a firm, we’d love to hear from you.
Vacancy posted 29 days ago
Similar jobs that could be interesting for youBased on the Junior Financial Advisor in training in Upland, CA vacancy
- ...new clients for payroll, tax, human resources, benefits, and more and sell additional solutions to existing clients. You will spend your time in the field closing business, building relationships, and using ADP's training and technology to succeed. #J-18808-Ljbffr ADPTrainingJunior
$22.9 - $25.79 per hour
...Dining Services Junior Cook Under the general supervision of the Senior Director for Dining Services and Facilities Events this position... ...Education and Experience: Any combination of education and training that provides the required knowledge, skills, and ability for...TrainingJuniorHourly payFull timeCasual workRemote workShift workWeekend workWeekday work$1,000 per month
...Overview College Financial Representatives in the internship program... ...Engage in weekly coaching, training, and development meetings... ...Financial Representative or Advisor role upon graduation. #LI-Onsite... ...internship? Full-time student; juniors and seniors preferred...TrainingFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Ontario, CA1 day ago- ...Ideal candidates are self-starters with strong communication skills and a degree in a related field is preferred. The position offers training, mentorship, and a commission-based compensation structure, with potential for salary and bonuses based on performance. #J-18808-...TrainingJunior
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds... ...relationships. Credible, trustworthy and honest. Education and training Modern Woodmen’s education and training programs start the...TrainingLocal area
Modern Woodmen
Ontario, CA22 hours ago $24 - $28 per hour
...amount for this position. Description Summary The Financial Services Associate meets with applicants and students... ...NSLDS). Two plus years of related financial advising and/or training experience preferred. PC skills in Microsoft Office, Internet...TrainingHourly payWork at officeShift workEmber Education
Ontario, CA22 hours ago- ...Junior - Data Entry Operator / Remote Are you ready to embark on a career that offers endless opportunities for growth and development? Do you have a passion for precision and an eye for detail? If so, we have the perfect entry-level opportunity for you as a Remote...JuniorRemote work
Only Data Entry
Rancho Cucamonga, CA2 days ago - ...making a difference in people's lives and thrive in high-stakes situations, join our team! Requirements: Attend a 26-week paid training program to gain skills and certifications in emergency medical care, patient care, instructing medical training, medical equipment...TrainingFull timeContract workPart timeImmediate startRelocation packageFlexible hours
U.S. Army Reserve
Rancho Cucamonga, CA7 days ago - ...Banker is responsible to meet with customers to discuss their financial needs, answer questions and provide recommendations, provide customer... ...(s), however the incumbent is required to provide leadership, training and support to less experienced tellers and other staff...TrainingBank staffWork at officeImmediate start
Chino Commercial Bank, N.A.
Rancho Cucamonga, CA2 days ago - State Farm Agent Kristi Kim in Chino Hills, CA is seeking a Customer Relations Representative to market financial products, educate clients on options, and support a consultative sales approach. You will help customers manage risk and pursue their financial goals within...Training
$1,000 per month
...Northwestern Mutual College Financial Representative Internship... ...Engage in weekly coaching, training, and development meetings... ...Financial Representative or Advisor role upon graduation. Qualifications... ...internship? Full-time student; juniors and seniors preferred...TrainingFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...and approachable way Assisting customers with offers and promotions suited to their needs Participating in daily coaching and training sessions focused on communication, sales, and leadership skills Working collaboratively within a high-energy, team-oriented...TrainingWeekly payFull timeImmediate start
Pomona
Claremont, CA1 day ago $90k
...month!* ~ Reliable home time - get home every 12 - 16 days with OTR** ~$1,000 driver referral bonus – unlimited! ~ On-The-Job Training - CDL-A holders of all experience levels welcome! (CDL-A required) Get Rolling with Western Express Today. Western Express is...TrainingImmediate startWestern Express, Inc.
Rancho Cucamonga, CA8 hours ago$10 - $21.5 per hour
...Grooming Career: Begin your Petco journey as a Junior Pet Stylist in Grooming! During this ten-week training period as a Junior Pet Stylist, you will learn... ...of Petco Total Rewards, including health and financial benefits, 401K, incentives, and PTO -see...TrainingJuniorHourly payMinimum wageLocal areaNight shiftWeekend workAfternoon shiftPetco
Chino, CA3 days ago$615 per week
...career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative,... .... $620/week, assuming a 40-hour workweek (non-exempt training period) for the first 4 weeks of employment. After you complete...TrainingWestern & Southern Life
Ontario, CA18 days ago- ...Description Job Description Job Title: Dean of Students, Juniors Scholars Summer Program Department: Summer Programs Reports... ...to coordinate the Summer Programs Fellows, including their training, schedule, and support. Collaborating with the Director of Experiential...TrainingJuniorFull timeContract workSummer workSeasonal workWeekend workAfternoon shift
$21.68 - $26.5 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...banking experience or a combination of experience and commensurate training - Bilingual ability to read, write, and speak in business-...TrainingTemporary workLocal area$40 - $45 per hour
...We are a growing labor & employment law firm that is on the lookout for a fully remote contract-to-hire Entry-Level Attorney / Junior Lawyer who is based in and licensed in California! Why join us? As a Entry Level Lawyer / First Year Attorney in our company, we...JuniorHourly payPermanent employmentContract workLocal areaRemote workWork from homeJobot
Rancho Cucamonga, CA4 days ago- ...to ensure the organization achieves its mission with unparalleled technological prowess. Requirements: Attend a 55-week paid training program to gain skills and certifications in computer systems, network security, network traffic analysis, digital forensics,...TrainingFull timeContract workPart timeImmediate startRelocation packageFlexible hours
U.S. Army Reserve
Guasti, CA7 days ago - ...empowering you to contribute significantly to the organization's technological advancement. Requirements: Attend a 30-week paid training program to gain skills and certifications in network security, programming, coding, computer languages, computer systems,...TrainingFull timeContract workPart timeImmediate startRelocation packageFlexible hours
U.S. Army Reserve
Upland, CA7 days ago - ...federal service in Engineering and Construction with the U.S. Army Reserve in San Diego. In this role, you will receive specialized training while supporting engineering projects that help develop, improve, and maintain the infrastructure Army organizations need to...TrainingContract workPart timeImmediate startRelocation packageFlexible hours
U.S. Army Reserve
Montclair, CA7 days ago - Bank of America is seeking a client-focused advisor to provide comprehensive financial guidance and customized solutions. The role involves triaging leads... ...a collaborative, in-office environment with ongoing training and development opportunities. #J-18808-Ljbffr Bank...TrainingWork at office
- ...contribute to quality control processes Bachelor’s degree in mechanical engineering Eligible for registration as an Engineer-in-Training (EIT) with Professional Engineers Ontario (PEO) 1-2 years of relevant co‑op, internship, or entry‑level engineering experience an...TrainingJuniorPermanent employmentFor contractorsInternshipWork at officeFlexible hours
- Unitek College Of Nursing is seeking a Financial Aid Administrator to guide students through the financial aid process. You will report to the Director of Financial Aid and manage tasks from packaging aid to ensuring compliance with Title IV regulations. The role emphasizes...
- ...physical challenges that test your mettle, all while contributing to a legacy of excellence. Requirements: Attend a 33-week paid training program to gain skills and certifications in parachuting operations, advanced survival training, advanced weapons operations, and...TrainingFull timeContract workPart timeWork at officeImmediate startRelocation packageFlexible hours
US Army
Claremont, CA2 days ago $18 - $25 per hour
...Reliable transportation required Flexible schedule, including some nights and weekends Benefits ~$18-25/hr ~ Training & Development ~ Paid training provided prior to start ~ Follow-up training provided throughout employment ~ Flexible...TrainingFlexible hoursNight shiftSuper Soccer Stars Coaching
Claremont, CA3 days ago$40 - $45 per hour
Junior Attorney $40 - $45 per hour | Rancho Cucamonga, CA | Remote | Consulting 100% REMOTE Contract to Hire Entry Level Attorney / Associate Attorney Needed for Growing Firm! A bit about us: We are a growing labor & employment law firm that is on the lookout for a fully...JuniorHourly payPermanent employmentContract workLocal areaRemote workWork from home- ...D1 Training CoachD1 is an athletic-based group training facility for adults and youth athletes ages 7 and up with a mission of providing the best fitness philosophy and facility to its athletes, empowering them to improve themselves by efficiently and consistently reaching...Training
D1 Training
Rancho Cucamonga, CA3 days ago - ...part-time federal service as a Signal Corps Specialist in the U.S. Army Reserve. In this role, you will receive advanced technical training and hands-on experience installing, operating, maintaining, and troubleshooting satellite communications systems and networks that...TrainingContract workPart timeImmediate startRelocation packageFlexible hours
U.S. Army Reserve
Upland, CA7 days ago - About the job Data Entry Operator | Junior (Remote) Important: You Will Receive An Email Within Next 2 Minutes After Applying , Check Your Inbox or Spam Folder For next steps. A Data Entry Clerk, is responsible for inputting data and making changes to existing data figures...JuniorRemote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Junior Financial Advisor in training. Be the first to apply!
