Junior Financial Advisor in training
$36k - $50kZapata Private Wealth Group
Benefits:
401(k)
Bonus based on performance
Employee discounts
Junior Financial Advisor in training
Zapata Private Wealth Group
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
What You’ll Do
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
What You’ll Learn
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
No Experience Required – We’ll Train You
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
Career Growth & Licensing Support
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
Why Join Zapata Private Wealth Group
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
Apply Today
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.
$36k - $50k
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