(High Salary) Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP)
Company: Charles Schwab
Location: San Bruno
Posted on: September 1, 2025
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Job Description:
Position Type: Regular Your opportunity At Schwab, you’re
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. Schwab’s
Wealth Advisory team embodies our firm’s 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 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 by some of the industry’s 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 - 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 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
Keywords: Charles Schwab, San Bruno , (High Salary) Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP), Accounting, Auditing , San Bruno, California
