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

Position Type : Regular

Your opportunity

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.

Schwab’s Wealth Advisory team embodies our firm’s commitment to

client -centric approach. Schwab Wealth Advisory is 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.

As an Associate Wealth Advisor, you will

be responsible for

supporting

2-4

Wealth Advisors by servicing, deepening, and

retaining

their virtual client relationships. You will have the opportunity to

leverage

your client service and wealth management

expertise

by

providing

customized financial planning, foundational portfolio needs, and complex client service issues.

This

role

will

provide

you

the opportunity to continue

to build a strong foundation in wealth

management and

sets you on the path to becoming a Wealth Advisor. You will receive mentorship

by some of the industry’s top Wealth Advisors

and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.

What you have

Required Qualifications :

Active and valid FINRA Series 7

Active and valid FINRA Series 66 (may be obtained with a 120-day COE)

1-3 years of experience in the financial services industry

Bilingual proficiency in English and Mandarin is required

Preferred Qualifications :

Experience servicing high net worth clients

Bachelor’s Degree

Bilingual proficiency in English and Cantonese is preferred

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

What’s in it for you

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.

We offer a competitive

benefits package

that takes care of the whole you – both today and in the future :

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