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 Client & Advisor Success Manager
(Bilingual Spanish | Path to Office Manager / Operations Lead)
Location: Hybrid (Southern California preferred) or Remote (exceptional candidates only) 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:
Resume
Familiarize yourself with our company, our website and our culture!
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 (909) 681-6900 & email denise@zapatawealth.com and cc service@zapatawealth.com