Bilingual Wealth Advisor Associate (Mandarin/Cantonese)

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

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.