Sales Associate with Financial Planning Expertise

2 weeks ago


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

**About Us:**

Zapata Private Wealth Group, LLC is dedicated to providing exceptional service to our clients, delivering personalized wealth management solutions to help them achieve their financial goals.

**Job Description:**

This role involves building relationships with potential clients, conducting initial consultations, and educating clients on available financial services, products, and strategies. You will also develop and execute sales strategies to meet or exceed monthly targets.

**Responsibilities Include:**

  • Networking, referrals, and targeted outreach to build and maintain relationships with prospective clients.
  • Initial consultations to understand clients' financial needs and goals.
  • Creating proposals and presentations tailored to client needs.
  • Collaborating with senior financial advisors to develop comprehensive financial plans for clients.

**Requirements:**

  • Active financial advisory license (Series 6/7 and/or Series 63/65/66).
  • Strong interpersonal and communication skills, with a client-first mindset.
  • Proven ability to build and nurture relationships in a sales or client-facing role.

**Work Environment:**

In office.

**Compensation:** Estimated salary: $25-$37 per hour.



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