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
- Speak confidently with clients
- Bring calm authority to conversations
- Are warm, professional, and directive when needed
- Take pride in follow‑through and relationship continuity
- 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
- 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
- they become problems
- 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
- 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
- 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
- Growth path to Office Manager: (additional pay/bonus/commission)
- Resume
- Familiarize yourself with our company, our website and our culture!
- A short cover note (English is fine) answering:
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:
Keep reading.
Spanish Is Not a “Nice to Have” — It Is Core to the Role
You will regularly:
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
Escalate issues before
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:
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:
Required Qualifications
* Fluent Spanish and English (spoken and written)
Compensation
* Remote (Exceptional): $40,000 – $60,000 base dependent on experience (commission \& bonus opportunities)
How to Apply (Intentional Filter)
To apply, submit:
+ 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