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Mandarin Finance Jobs

2 jobs found

Financial Consultant Partner - International Branch

Charles Schwab Orlando, FL

1mo ago

$56k - $101k/yr Full time Affluent Branch Business Development

Affluent Branch Business Development

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Job Description

Your opportunity

At Schwab, you are empowered to make a meaningful impact on your career. Here, innovative thinking meets practical problem solving as we aim to challenge the status quo and transform the finance industry together. The selected candidate will work on site in the specified location. This role is part of the International Branch network, which provides Wealth Management to cross-border (non-US resident) clients to meet their financial needs. In partnership with International Financial Consultants (FCs) and International Wealth Consultants (WCs), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice to the practice clients of the Senior Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with FCs and WCs to pursue business development opportunities. As a Financial Consultant Partner, you are at the core of the team, serving as a trusted partner to our International FCs and WCs and their practice clients. Through your expertise, you will deepen new and existing client relationships, identify growth opportunities, and continue learning along the way. You will support the growth and management of an affluent wealth management practice, delivering exceptional service, guidance, and relationship management. If you are a licensed financial professional with a passion for wealth management and a desire to grow under the mentorship of a seasoned advisor, this could be an excellent fit for you.

Location: Orlando, FL 32802

Position Type: Regular

What you have

Required Qualifications

A valid and active 7, Series 66 (63/65) license required (*license(s) may be obtained under a condition of employment*)
Fluency in Mandarin language used to support International clients

Preferred Qualifications

3+ years of Financial Services Industry Experience
Strong written and verbal communication skills
Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize
Ability to identify new relationship development
Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
Ability to uncover and meet client needs and effectively manage client expectations
Ability to build and maintain good cross-enterprise working relationships
Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool
Openness to manage local and virtual events, as needed

What’s in it for you

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

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and a 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

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Financial Consultant Partner - International Branch

Charles Schwab Westlake, TX

1mo ago

$56k - $101k/yr Full time Affluent Branch Business Development

Affluent Branch Business Development

Apply Now

Job Description

Opportunity and Responsibilities

At Schwab, you are empowered to make a meaningful impact on your career. The role blends innovative thinking with practical problem solving to help us advance the finance industry. On-site collaboration is important, and the selected candidate is expected to work at the specified location. This position is part of the International Branch network, which focuses on providing Wealth Management services to cross-border clients who are non-U.S. residents. In collaboration with International Financial Consultants (FCs) and International Wealth Consultants (WCs), the Financial Consultant Partner supports the growth and management of an affluent wealth management practice. This includes servicing clients, expanding client relationships, and delivering guidance to the practice clients of the Senior Financial Consultant. The Financial Consultant Partner helps grow the practice by working with FCs and WCs to pursue business development opportunities. As a Financial Consultant Partner, you will be at the center of activity, serving as a trusted partner to our International FCs and WCs and their practice clients. With your expertise, you will deepen new and existing client relationships, identify business opportunities, and contribute to the growth and management of the practice through exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management and a desire to grow under the mentorship of an experienced advisor, this role could be a fit.

What you have

Required Qualifications

A valid and active Series 66 (63/65) license is required; licenses may be obtained as a condition of employment.
Fluency in Mandarin to support international clients.

Preferred Qualifications

3+ years of experience in the Financial Services industry.
Strong written and verbal communication skills.
Ability to manage multiple tasks simultaneously and prioritize effectively.
Proven track record in identifying new relationship development opportunities.
Openness to build, refresh, and deliver financial plans for practice clients in partnership with the Senior Financial Consultant(s).
Ability to identify client needs and manage expectations accordingly.
Ability to build and maintain strong cross-enterprise working relationships.
Experience updating and organizing client information through Schwab's internal CRM tool.
Willingness to manage local and virtual events as needed.

Compensation and Benefits

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

401(k) with company match and Employee Stock Purchase Plan (ESPP).
Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions.
Paid parental leave and family building benefits.
Tuition reimbursement.
Health, dental, and vision insurance.

Location and Work Arrangement

Location: Westlake, Texas 76262. The role requires on-site work at the specified location to support collaboration and client engagement.

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Mandarin Finance Jobs

Financial Consultant Partner - International Branch

Financial Consultant Partner - International Branch

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