Benefits:
401(k)
Bonus based on performance
Employee discounts
Financial Services Administrative Coordinator
Zapata Private Wealth Group
📍 Upland, CA ⏱ Full-Time
🔥 Ready to move beyond retail banking and build a long-term career in financial services? Join a boutique firm where you’ll gain hands-on experience, mentorship, and a path for growth.
About Us
Zapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions.
We provide personalized financial strategies and work closely with clients to help them achieve their financial goals. As we grow, we are looking for talented individuals—especially those in banking—who are ready for a more meaningful and growth-oriented role.
About the Role
This role is ideal for someone currently working in a bank environment who wants to transition into wealth management and financial planning.
You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.
Who This Role Is Perfect For
Professionals currently working at or recently leaving:
Chase
Bank of America
Wells Fargo
Or similar banking institutions
Someone who enjoys helping clients but wants:
More meaningful relationships
Less transactional work
A long-term career path in financial services
Organized, client-focused, and ready to grow
What You’ll Do
Support advisors with administrative and client service tasks
Assist clients with account servicing, requests, and follow-ups
Process paperwork and maintain client documentation
Manage scheduling, calendars, and appointments
Communicate with clients via phone and email
Support new client onboarding
Help deliver a high-touch, relationship-driven client experience
Why This Role Is Different from Banking
âś… Focus on long-term client relationships vs. transactions
âś… Smaller, more personalized client base
âś… Direct mentorship from experienced advisors
âś… Exposure to financial planning and wealth management
Training & Transition Support
You do not need prior financial planning experience—we will train you.
We will teach you:
Our systems, processes, and workflows
How we build and maintain client relationships
The approach that drives success in our firm
Career Growth & Licensing Support
If obtaining your industry licenses (Series 6, 7, 63, etc.) is part of your long-term goals, we will support and guide you through that process.
This role is designed as a career transition opportunity into:
Client service roles
Advisor support roles
Potential future advisory positions
Compensation
$36,000 – $50,000 base salary
$3,000 – $5,000 bonus potential
Significant long-term income potential as you grow and become licensed
Why Join Zapata Private Wealth Group
Transition from banking into wealth management
Hands-on training and mentorship
Professional, team-oriented environment
Clear path for long-term career growth
Apply Today
If you're ready to take the next step beyond banking and build a meaningful career in financial services, we’d love to hear from you.