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Bilingual Wealth Associate — Mandarin​/Cantonese

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-06-20
Job specializations:
  • Finance & Banking
  • Language/Bilingual
    Bilingual
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Charles Schwab is seeking an Associate Wealth Advisor in San Francisco. The role involves supporting Wealth Advisors by servicing clients and providing tailored financial planning. Candidates must have FINRA Series 7 and 66, along with bilingual proficiency in English and Mandarin.

Schwab offers professional development through mentorship and a collaborative work culture. Benefits include a competitive salary, 401(k) with matching, paid time off, parental leave, and various insurance options.

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Position Requirements
10+ Years work experience
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