Sign upLog in

Financial Services Administrative Coordinator

Zapata Private Wealth Group

Upland, CA

Apply
JOB DETAILS
SKILLS
Administrative Skills, Bank Management, Banking Services, Calendar Management, Customer Experience, Customer Relations, Customer Support/Service, Develop and Maintain Customers, Documentation, Financial Administration, Financial Planning, Financial Services, Financial Strategy, Licensing, Mentoring, Onboarding, Organizational Skills, Retail Banking, Schedule Development, Series 6, Team Player, Training/Teaching, Wealth Management
LOCATION
Upland, CA
POSTED
14 days ago
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


  • Focus on long-term client relationships vs. transactions
  • Smaller, more personalized client base
  • Direct mentorship from experienced advisors
  • 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.




About the Company

Z

Zapata Private Wealth Group

Resume Resources

Free Resume TemplatesFree Resume Builder