Don't miss your next opportunity.

Upload Your Resume and Get Found by Leading Employers

Create a Free Account

Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP)

Charles Schwab • Piedmont, CA, United States • 1d ago

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
Bilingual proficiency in English and Cantonese is preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so 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

Related Jobs

Assistant Corporate Controller

Swinerton • Concord, CA, United States • 7h ago

Compensation Range $170,000.00 - $190,000.00 Annual Salary Job Description Summary: Ensure financial integrity, compliance, and operational excellence while supporting the company's strategic growth to build a scalable,...

7h ago

Apply

Tax Senior Manager, National Office (M&A)

Armanino • Contractor • San Ramon, CA, United States • 7h ago

Accounting, Banking & Finance Retirement Plan Paid Time Off Health Insurance

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consultin...

7h ago

Apply