Bilingual; Mandarin Wealth Advisor, Schwab Wealth Advisory; LP

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

3 days ago Be among the first 25 applicants

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.

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.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining 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. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.

SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors.

What you have

• Bachelor’s degree
• Active FINRA Series 7 license
• Active FINRA Series 66 license
• 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

May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.

May be obtained within the first 120 days.

• 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

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

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.

• 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

Mid‑Senior level

Full‑time

Finance and Sales