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Associate Wealth Advisor: Mentored & Client Impact
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in San Francisco seeks an Associate Wealth Advisor to support Wealth Advisors in enhancing client relationships. This role requires a valid FINRA Series 7 and Series 66, with bilingual proficiency in English and Mandarin. Candidates will assist in providing tailored financial planning and managing client complexities. Schwab champions professional development with mentorship from industry leaders.
A competitive salary and comprehensive benefits, including health insurance and 401(k), are provided.
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Position Requirements
10+ Years
work experience
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