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Licensed (S7, S66, Insurance) Client & Advisor Success Manager

Job Location:

Upland, PA - USA

Yearly Salary: $ 40000 - 60000

Posted: 8 June 2026 (30+ days ago)

Application Deadline: 5 September 2026

Vacancies: 1 Vacancy

The job posting is outdated and position may be filled

Job Summary

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 (S7 S66 Insurance) Client & Advisor Success Manager

(Bilingual Spanish Path to Office Manager / Operations Lead)

Location: In Person (Upland CA)
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 executiondriven professional to serve as the operational backbone and clientfacing anchor of our firm.

If you are softspoken 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 followthrough and relationship continuity

Keep reading.

Spanish Is Not a Nice to Have It Is Core to the Role

You will regularly:

Communicate with Spanishspeaking 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 (NonNegotiable)

Client Advisor & Relationship Execution

Serve as a primary bilingual point of contact for clients
Coordinate and execute client onboarding starttofinish
Own task management and followthrough in Wealthbox (system of record)
Prepare advisors for meetings (planning estate workflow status next steps)
Track close and document all postmeeting 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 detailoriented
Friendly without being informal
Assertive about followthrough 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)
(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 problemsolving
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 followups
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): $40000 $60000 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 followthrough with a client
- Confirmation of Spanish fluency and prior client use

Generic applications will not be reviewed.

Final Note

This role requires: