Junior Financial Advisor in training at Zapata Private Wealth Group

Upland, California, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Aug, 26

Salary

5000.0

Posted On

18 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Administrative Support, Client Service, Account Documentation, Calendar Management, Client Communication, Onboarding, Financial Planning, Wealth Management, Detail Oriented, Relationship Management

Industry

Description

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.

Responsibilities

Provide administrative and operational support to financial advisors, including managing client records, scheduling, and onboarding. Assist with client service requests and the processing of account paperwork to ensure a professional office environment.