TieTalent
Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP)
TieTalent, Daly City, California, United States, 94013
Overview
Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP)
Join to apply for the Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP) role at TieTalent.
What you have
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 also 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
Industries
Technology, Information and Internet
#J-18808-Ljbffr
Join to apply for the Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP) role at TieTalent.
What you have
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 also 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
Industries
Technology, Information and Internet
#J-18808-Ljbffr