Licensed Client & Advisor Success Manager

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.

• 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.

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.

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.

🚫 Give financial advice

🚫 Make investment decisions

🚫 Wait to be reminded

🚫 Let issues linger

🚫 Leave work undocumented

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

• 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

• Remote (Exceptional): $40,000 – $60,000 base dependent on experience (commission & bonus opportunities)
• Growth path to Office Manager: (additional pay/bonus/commission)

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.

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