• Bilingual ( Mandarin…

    Charles Schwab (San Francisco, CA)
    …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 ... status quo" and transform the finance industry together. Schwab's Wealth Advisory team embodies our firm's commitment to client-centric...years of experience in the financial services industry + Bilingual proficiency in English and Mandarin is… more
    Charles Schwab (09/28/25)
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  • Registered Client Service Associate…

    Citigroup (Hermosa Beach, CA)
    …credit products + US: Licenses: Series 7/63 or 7/66 required ** Bilingual English/ Mandarin or Cantonese Preferred** **Education:** + Bachelor's/University degree ... The Licensed Client Service Associate is a developing professional role which integrates...team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the… more
    Citigroup (07/30/25)
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