Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP)

Charles Schwab; San Francisco (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Mentorship program

Ongoing training

Bonus opportunities

Job summary

Charles Schwab is seeking an Associate Wealth Advisor to support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships in a collaborative, on-site setting in San Francisco.

You will provide customized financial planning and foundational portfolio services, with mentorship and professional development to prepare you for the next opportunity in Schwab Wealth Advisory.

Qualifications

• Active and valid FINRA Series 7 and Series 66 registrations (or able to obtain Series 66 within 120 days).
• 1–3 years of experience in financial services.
• Bilingual proficiency in English and Mandarin.

Responsibilities

• Support 2-4 Wealth Advisors by servicing and retaining client relationships.
• Provide customized financial planning and portfolio recommendations.
• Assist in ongoing professional development and mentorship.

Skills

FINRA Series 7

FINRA Series 66

Bilingual English and Mandarin

Education

Bachelor's degree

Job description

Position Type: Regular
Your opportunity

At Schwab, you09re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

Schwabs Wealth Advisory team embodies our firms commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwabs approach to investing.

As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.

This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industrys top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.

What you have

Required Qualifications

• Active and valid FINRA Series 7

• Active and valid FINRA Series 66 (may be obtained with a 120-day COE)

• 1-3 years of experience in the financial services industry

• Bilingual proficiency in English and Mandarin is required

Preferred Qualifications

• Experience servicing high net worth clients

• Bachelor b4s Degree

• Bilingual proficiency in English and Cantonese is preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Whats in it for you

At Schwab, you00re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive that takes care of the whole you both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance