Senior Regional Manager, Wealth Advisory Lead; Mandarin/Cantonese
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Regulatory Compliance Specialist -
Management
Wealth Management, Regulatory Compliance Specialist
Location: Westlake
Charles Schwab is seeking a Senior Regional Manager to coach and mentor a team of 10-12 Wealth Advisors and Associate Wealth Advisors. The role leads an international team, with Mandarin fluency required and Cantonese strongly preferred to support diverse clients.
Essential qualifications include a Bachelor’s degree, FINRA licenses (7/66/9/10) with COE considerations, CFP or CFA, and 5+ years in financial services, including 2+ years in supervision.
Are you ready to take on the Senior Regional Manager, Wealth Advisory Lead (Mandarin/Cantonese) role at Charles Schwab?
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Westlake, TX, United States.
This opportunity is part of our work in Sales, Consulting.
The advertised compensation is 120..
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