Charles Schwab
Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP) (Hiri
Charles Schwab, Piedmont, California, us, 94620
Position Type:
Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Schwabs Wealth Advisory team embodies our firms commitment to
client
-centric approach. 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 Schwabs 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
by some of the industrys top Wealth Advisors
and professional development through coaching 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 Bachelors Degree Bilingual proficiency in English and Cantonese is preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Whats in it for you At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. 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
Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Schwabs Wealth Advisory team embodies our firms commitment to
client
-centric approach. 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 Schwabs 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
by some of the industrys top Wealth Advisors
and professional development through coaching 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 Bachelors Degree Bilingual proficiency in English and Cantonese is preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Whats in it for you At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. 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