About this role
Licensed Client & Advisor Success Manager at Zapata Private Wealth Group. Location: Upland, California, United States. Role: Coordinate onboarding, Own task management, Prepare advisors for meetings Requirements: Bilingual Spanish and English; active Series 7, Series 66, and Life Insurance licenses; wealth management experience preferred. Category: Business Operations Seniority: Mid Level Tools: Wealthbox, PreciseFP, eMoney, Wealth.com, Jump AI, Outlook, MyRepChat, Zoom, Google Drive, RingCentral Certifications: series 7, series 66, life insurance Commitment: Full Time Workplace: Onsite Languages: Spanish, English