Charles Schwab · 1 month ago
Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP)
US-CA-Campbell
Full-time
Onsite
Senior Level
$120K/yr - $168K/yr
5+ years expCharles Schwab is a leading financial services firm that empowers individuals to make impactful career choices. They are seeking a Bilingual (Mandarin) Wealth Advisor to provide personalized investment advisory services, helping clients manage complex portfolios and achieve their financial goals within a collaborative team environment.
Financial Services
Responsibilities
Provide clients with personalized investment advisory services
Work as a fiduciary within a dedicated Schwab Wealth Advisory team
Deliver an exceptional client experience by using a vast array of investment products
Deepen relationships with various partners, including industry leading advisors
Qualification
Required
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
CFP or CFA
Superior relationship management and client retention experience
Polished interpersonal, communication and presentation skills, attention to detail
Bilingual proficiency in English and Cantonese is preferred
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
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2025-09-28
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