Licensed (S7, S66, Insurance) Client & Advisor Success Manager-

Job Description

Job Description

Benefits:

• Employee discounts
• Health insurance
• Paid time off
• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Opportunity for advancement
• Profit sharing
• Training & development
• Wellness resources

Licensed (S7, S66, Insurance) Client & Advisor Success Manager
(Bilingual Spanish | Path to Office Manager / Operations Lead)

Location: In Person (Upland, CA)
Industry: Wealth Management / Financial Planning
Licensing Required: Series 7, Series 66, Life Insurance (active)
Language Requirement: Fluent Spanish & English (spoken and written)
This Is Not an Admin Role. Read This Carefully.

Zapata Private Wealth Group is seeking a bilingual, licensed, execution‑driven professional to serve as the operational backbone and client‑facing anchor of our firm .

If you are soft‑spoken, passive, uncomfortable leading conversations, or prefer to work entirely behind the scenes, this role will not be a fit .
If you:

• Speak confidently with clients
• Bring calm authority to conversations
• Are warm, professional, and directive when needed
• Take pride in follow‑through and relationship continuity

Keep reading.
Spanish Is Not a “Nice to Have” — It Is Core to the Role

You will regularly:

• Communicate with Spanish‑speaking clients and households
• Confirm details, timelines, and next steps in Spanish
• Represent the firm professionally in bilingual conversations
• Ensure clarity, trust, and confidence across language barriers

If you are not fully fluent and comfortable leading professional conversations in Spanish , do not apply .
The Role (In Plain English)

This role is internally known as “The Glue.”
You are the person clients recognize, trust, and feel comfortable contacting.
You are the person advisors rely on to ensure execution.
You are the person leadership trusts to prevent problems, not react to them.
If something does not involve giving financial advice, it starts with you .
What You Will Own (Non‑Negotiable)

Client, Advisor, & Relationship Execution

• Serve as a primary bilingual point of contact for clients
• Coordinate and execute client onboarding start‑to‑finish
• Own task management and follow‑through in Wealthbox (system of record)
• Prepare advisors for meetings (planning, estate workflow status, next steps)
• Track, close, and document all post‑meeting items
• Escalate issues before they become problems

Clients should feel:
“They know me. They follow up. Things get done.” Personality That Thrives Here (Read Carefully)

✅ Warm, professional, and confident
✅ Comfortable leading conversations (not just responding)
✅ Calm under pressure
✅ Naturally organized and detail‑oriented
✅ Friendly without being informal
✅ Assertive about follow‑through — without being abrasive