Benefits:

• Employee discounts


• Health insurance


• Paid time off


• 401(k)


• 401(k) matching


• Bonus based on performance


• Company parties


• Competitive salary


• Opportunity for advancement


• Profit sharing


• Training & development


• Wellness resources

Licensed (S7, S66, Insurance) Client & Advisor Success Manager

(Bilingual Spanish | Path to Office Manager / Operations Lead)




Location: In Person (Upland, CA)
Industry: Wealth Management / Financial Planning
Licensing Required: Series 7, Series 66, Life Insurance (active)
Language Requirement: Fluent Spanish & English (spoken and written)

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