Charles Schwab
Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP)
Charles Schwab, San Francisco, California, United States, 94199
Overview
Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP) Join to apply for the Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP) role at Charles Schwab. You will be joining a premier, fee-based, non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. We intend for the selected candidate to work on site in the specified locations. What you have and what you will do align to help clients manage complex portfolios and achieve their goals, using a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading). You’ll grow within an experienced, collaborative team and deepen relationships with partners, including industry-leading advisors. Responsibilities
Provide fiduciary, fee-based, non-discretionary investment advisory services with a focus on Mandarin-speaking clients. Build and manage client relationships, develop financial plans and portfolios, and deliver ongoing investment advice. Collaborate with Schwab Wealth Advisory teammates and external partners to deliver an exceptional client experience and help clients reach their financial goals. What you have
Required Qualifications Bachelor’s degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Bilingual proficiency in English and Mandarin is required Preferred Qualifications CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is eligible for bonus or incentive opportunities. What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility 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 benefits package 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 Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales San Francisco, CA Salary range information not provided in a structured format in the original; please refer to the posting for exact figures.
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Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP) Join to apply for the Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP) role at Charles Schwab. You will be joining a premier, fee-based, non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. We intend for the selected candidate to work on site in the specified locations. What you have and what you will do align to help clients manage complex portfolios and achieve their goals, using a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading). You’ll grow within an experienced, collaborative team and deepen relationships with partners, including industry-leading advisors. Responsibilities
Provide fiduciary, fee-based, non-discretionary investment advisory services with a focus on Mandarin-speaking clients. Build and manage client relationships, develop financial plans and portfolios, and deliver ongoing investment advice. Collaborate with Schwab Wealth Advisory teammates and external partners to deliver an exceptional client experience and help clients reach their financial goals. What you have
Required Qualifications Bachelor’s degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Bilingual proficiency in English and Mandarin is required Preferred Qualifications CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is eligible for bonus or incentive opportunities. What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility 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 benefits package 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 Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales San Francisco, CA Salary range information not provided in a structured format in the original; please refer to the posting for exact figures.
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