Financial Services Professional

2 weeks ago


Upland, California, United States Zapata Private Wealth Group LLC Full time

Zapata Private Wealth Group LLC is a leading provider of financial services, offering a range of products and solutions to individuals, families, and businesses. We are currently seeking a skilled and ambitious individual to fill the role of Junior Financial Advisor.

Job Description:

Key Responsibilities:
  • Establish and maintain relationships with existing and new clients through effective communication and relationship-building.
  • Provide expert advice on financial services, products, and strategies to help clients achieve their financial goals.
  • Develop and implement sales strategies to drive business growth and revenue.
  • Collaborate with senior financial advisors to create comprehensive financial plans for clients.

Requirements:

  • Active financial advisory license (Series 6/7 and/or Series 63/65/66).
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Excellent communication and interpersonal skills, with a focus on delivering exceptional customer service.

Compensation: $28.00 per hour, based on qualifications and experience.

Benefits include health insurance, retirement plan, paid time off, and opportunities for career advancement.



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