Benefits:
Zapata Private Wealth Group
📍 Upland, CA
⏱ Full-Time
🔥 Start your career in financial services with a growing boutique firm that will train, mentor, and invest in your success. No industry experience required—just a strong work ethic and a desire to learn.
About Us
Zapata Private Wealth Group is a boutique financial planning firm dedicated to delivering exceptional client experiences and long-term financial guidance.
We are looking for a motivated, detail-oriented recent graduate who wants to begin a career in financial services and learn directly from experienced professionals in a growing firm.
This is more than an administrative role — it’s an opportunity to learn the business, develop real-world skills, and build a long-term career in the financial industry.
Who This Role Is Perfect For
This position is ideal for someone who:
What You’ll Do
What You’ll Learn
No Experience Required – We’ll Train You
You do not need prior financial industry experience.
We will train you on:
Career Growth & Licensing Support
If obtaining your industry licenses (Series 6, 7, 63, etc.) is part of your career plan, we will support and guide you through that process.
This role is designed to grow into higher-level client service and advisory opportunities over time.
Compensation
Why Join Zapata Private Wealth Group
Apply Today
If you're a recent graduate motivated to start a career in financial services and grow within a firm, we’d love to hear from you.
Junior Financial Advisor in training • Upland, CA, US
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