TieTalent
Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP)
TieTalent, Piedmont, California, us, 94620
Overview
Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP) Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Schwab’s Wealth Advisory team focuses on a client-centric approach. Schwab Wealth Advisory provides clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. As an Associate Wealth Advisor, you will support 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role provides a path to building a strong foundation in wealth management and to becoming a Wealth Advisor, with mentorship from experienced Advisors and ongoing training.
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 Additional compensation:
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. A purpose-driven, supportive culture and focus on development provide tools to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances workplace flexibility with serving clients and in-person collaboration on a regular basis. Benefits include a competitive package that supports today and 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 Employment details
Seniority 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
Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP) Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Schwab’s Wealth Advisory team focuses on a client-centric approach. Schwab Wealth Advisory provides clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. As an Associate Wealth Advisor, you will support 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role provides a path to building a strong foundation in wealth management and to becoming a Wealth Advisor, with mentorship from experienced Advisors and ongoing training.
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 Additional compensation:
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. A purpose-driven, supportive culture and focus on development provide tools to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances workplace flexibility with serving clients and in-person collaboration on a regular basis. Benefits include a competitive package that supports today and 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 Employment details
Seniority 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