TieTalent
Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP)
TieTalent, Daly City, California, United States, 94013
Overview
Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP) Join to apply for the
Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP)
role at TieTalent. At Schwab, you’re empowered to make an impact on your career. 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 Schwab’s 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 from top Wealth Advisors 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’s Degree
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
Schwab is committed to empowering employees’ personal and professional success through a purpose-driven, supportive culture and development opportunities. The Hybrid Work and Flexibility approach balances workplace flexibility, client service, and value of in-person collaboration. We offer a comprehensive benefits package that supports today and the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Senior ity level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Technology, Information and Internet
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP) Join to apply for the
Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP)
role at TieTalent. At Schwab, you’re empowered to make an impact on your career. 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 Schwab’s 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 from top Wealth Advisors 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’s Degree
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
Schwab is committed to empowering employees’ personal and professional success through a purpose-driven, supportive culture and development opportunities. The Hybrid Work and Flexibility approach balances workplace flexibility, client service, and value of in-person collaboration. We offer a comprehensive benefits package that supports today and the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Senior ity level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Technology, Information and Internet
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr