- Charles Schwab (San Francisco, CA)
- …selected candidate for this role to work on site in the specified locations.** As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....the financial services industry working directly with clients + Bilingual proficiency in English and Mandarin is… more
- Charles Schwab (San Francisco, CA)
- …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 ... and sets you on the path to becoming a Wealth Advisor . You will receive mentorship by...years of experience in the financial services industry + Bilingual proficiency in English and Mandarin is… more
- JPMorgan Chase (Foster City, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...and commitment to goals-based planning and advice + Chinese Mandarin and/or Cantonese Bilingual Required + A… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Covr Financial Technologies (Houston, TX)
- Application Fulfillment Specialist - Bilingual Spanish or Mandarin REPORTS TO: Application Fulfillment Team Lead DEPARTMENT: Operations FLSA STATUS: Non-Exempt ... Fun! JOB SUMMARY: In a call center setting, the Application Fulfillment Specialist - Bilingual Spanish or Mandarin - is responsible for both inbound and outbound… more