Position Overview
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)<...