Job Detail

Sr Wealth Advisor, Global Team – Mandarin Required

Sr Wealth Advisor, Global Team – Mandarin Required

Charles Schwab

San Francisco, CA

Job ID : 374f2f7156306c306b674e7739644b3545513d3d

Job Description :

Position Type: Regular

Your Opportunity


Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. 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. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses sophisticated wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

As a Senior Manager, Schwab Wealth Advisor – International Team, you will work with clients across our International Team to build a comprehensive wealth strategy and provide ongoing advice that aligns with their objectives and adapts to life changes.

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Manager, Schwab Wealth Advisor.

What you are good at


Senior Manager, Schwab Wealth Advisors
work as a fiduciary within Schwab Wealth Advisory, Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.

You will provide ongoing advice to clients via a virtual relationship with the opportunity to visit your assigned market and clients. SWAI’s advice philosophy will enable you to bring to bear a vast array of complete wealth management products as you help clients with larger and more sophisticated portfolios and wealth planning needs. In this role you will be responsible for:

Personalized Approach:
  • Constructing a comprehensive, customized portfolio and providing advice that is designed to meet clients’ individual goals with the ability to adapt to changing needs
Complete Wealth Management Strategy:
  • Developing, implementing, and ongoing monitoring of Investment Policy Statements that outline investment goals and objectives, preferences, and risk tolerance based on Schwab investment philosophy
Experienced Team:
  • Ability to develop strong collaborative relationships with Schwab Branch business partners and financial planners as you maintain and grow an assigned practice of high-net-worth clients

You will have the tools, resources, and support to succeed in a portfolio management environment.

Specifically:
  • Client relationship management software that enables seamless client interactions
  • Financial Planning software designed for customized client focused portfolio solutions
  • Access to third party and proprietary research to support the advice recommendations
  • Ongoing training and commitment to your professional development

What you have


We place a premium on dedication, quality service and the ability to implement the SWAI strategy.

Essential skills include:
  • Fluency in English and Mandarin and/or Cantonese is required
  • CFP® designation, CFA® designation, or a Master’s Degree in Personal Financial Planning required (may consider 24 month condition of employment)
  • Bachelor’s degree required
  • Active and valid FINRA Series 7 license required (may consider a 90-day COE)
  • 66 license required (may be obtained with a 120-day COE)
  • Five or more years of advisory experience required
  • Five or more years working directly with clients in the financial services industry highly preferred

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

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Company Details :

Name : Charles Schwab

CEO : Walt Bettinger II

Headquarter : Westlake, TX

Revenue : $10+ billion (USD)

Size : 10000+ Employees

Type : Company - Public

Primary Industry : Investment & Asset Management

Sector Name : Financial Services

Year Founded : 1973

dutch-tavern.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, dutch-tavern.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, dutch-tavern.com is the ideal place to find your next job.

Details

: San Francisco, CA

: Today

Share Job :

Related Jobs

CEO

Langdon Prairie Health

Langdon, ND

215000 - 280000 USD ANNUAL

Full Time

Degree in healthcare or business related field. The duties of this position include provider relations and recruitment, strategic planning, creation and

Columbia, SC

10000 - 20000 USD ANNUAL

Full Time

You must have a car with a current and legal drivers license. While you would start as a part time, you can create your own flexible schedule and earn income

Administrative Assistant

North Star Contracting, Inc.

Gainesville, VA

17 - 18 USD HOURLY

Full Time

Send out completion certificates and invoices for payments. Coordinate and schedule the installation of our services with our clients, crews, and internal staff

Saint Joseph, MN

Full Time

Familiarity of Microsoft programs/data entry skills; requires a strong knowledge of *Microsoft Excel* for spreadsheet design and use.

Graphic Designer

Inkwell Print Design

Sand Springs, OK

12 - 14 USD HOURLY

Full Time

Along with preparing and manipulating design files the qualified candidate will enter and maintain design numbers and design file organization to support the