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

Job Description

Job Description

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

Apologetic communicators
People who avoid setting expectations
Anyone uncomfortable enforcing process politely but firmly

This role requires presence , not just competence.

Systems You Will Use (Daily / Heavy)

You must either already be fluent in — or be ready to master quickly:

• Wealthbox (CRM, tasks, workflows — source of truth)
• PreciseFP (client data gathering & completion tracking)
• eMoney (planning support)
• Wealth.com (estate workflow coordination)
• Jump AI (reviewing and finalizing meeting notes)
• Outlook (logged into Wealthbox)
• MyRepChat (compliant client texting)
• Zoom
• Google Drive
• RingCentral (fax)

If systems overwhelm you, this role will not be enjoyable.

Growth Path: Office Manager / Operations Lead

This role is intentionally designed to grow into Office Manager / Operations Lead , adding ownership of:

• People operations & onboarding
• Payroll & HR coordination
• Licensing & registration tracking
• Compliance & OSJ coordination
• Vendors, events, and operational problem‑solving
• Acting on behalf of the CEO operationally

You must want responsibility , not avoid it.

What You Will NOT Do

Give financial advice
Make investment decisions
Wait to be reminded
Let issues linger
Leave work undocumented

How Success Is Measured

You are succeeding when:

• Clients feel supported and confident
• Advisors never chase follow‑ups
• The CEO is not in the weeds
• Wealthbox is clean, accurate, and trusted
• Problems are handled quietly and early

Required Qualifications

• Fluent Spanish and English (spoken and written)
• Active Series 7, Series 66, and Life Insurance license
• Experience in a Wealth Management / RIA / LPL environment strongly preferred
• Excellent written and verbal communication
• Comfort interacting directly with clients
• Strong process discipline and security awareness

Compensation

• Remote (Exceptional): $40,000 – $60,000 base dependent on experience (commission & bonus opportunities) 
• Growth path to Office Manager: (additional pay/bonus/commission)

How to Apply (Intentional Filter)

To apply, submit:

1. Resume
2. Familiarize yourself with our company, our website and our culture!
3. A short cover note (English is fine) answering:
   • Why this role fits how you operate
   • An example of when you owned follow‑through with a client
   • Confirmation of Spanish fluency and prior client use

Generic applications will not be reviewed.

Final Note

This role requires:

• Execution
• Presence
• Warm authority
• Bilingual confidence

If that excites you — we want to meet you.
If it feels like too much — this role is not for you.

Contact Zapata Private Wealth Group for more information at View phone number on us.fitly.work & email View email address on us.fitly.work and cc View email address on us.fitly.work