Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP) jobs in United States
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Charles Schwab · 1 day ago

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

positionCampbell, CA
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Charles Schwab is a leading financial services firm that empowers individuals to make an impact on their careers. As a Wealth Advisor within Schwab Wealth Advisory, you will provide personalized investment advisory services to clients, helping them manage complex portfolios and achieve their financial goals while working collaboratively within a dedicated team.

Financial Services
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H1B Sponsor Likelynote

Qualification

FINRA Series 7 licenseFINRA Series 66 licenseBilingual MandarinCFPCFAAdvisory experienceRelationship managementCommunication skillsAttention to detail

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

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

Company

Charles Schwab

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We have plans for every turn you take.
dateFounded in 1973
location
San Francisco, California, USA
people-size10001+ employees
web-link
https://www.schwab.com/

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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)

Funding

Current Stage
Late Stage

Leadership Team

J
Jim McGreevy
Senior Project Manager
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