Business Development Officer, Schwab Wealth Advisory

Charles Schwab Corporation; Atlanta (GA); Remote; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a dynamic Business Development Officer to join their Wealth Advisory team. This role focuses on promoting and retaining clients for a premier wealth management solution while building strong relationships with Financial Consultants and Wealth Advisors. The ideal candidate will possess excellent communication skills, a deep understanding of wealth management, and a proven track record in business development. With the flexibility of 100% remote work, this position offers a unique opportunity to make a significant impact in the finance industry while managing client needs effectively. If you're passionate about wealth management and client success, this role is perfect for you.

Qualifications

• 10 years of experience in business development and relationship management.
• Active FINRA Series 7 & 66 licenses required.

Responsibilities

• Promote and retain clients of Schwab’s wealth management solution.
• Build relationships with Financial Consultants and Wealth Advisors.

Skills

Business Development

Client Relationship Management

Wealth Management

Communication Skills

Financial Planning

Investment Planning

Education

FINRA Series 7 License

FINRA Series 66 License

CFP Designation or MBA

Job description

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS) enterprise. The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products and services to consultants and advisors, across multiple distribution channels. The team also supports with the marketing efforts of the solutions, working closely with Offer Management, Product and Marketing teams.

We are looking to add a Business Development Officer, Schwab Wealth Advisory role to our talented client facing team.

What you are good at:

The Business Development Officer,Schwab Wealth Advisoryrole will help promote, retain and delight clients of Schwab’s premier wealth management solution,Schwab Wealth Advisory(SWA). The successful candidate will build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their clients and investors interested in the offer. The Business Development Officer will need to be an exceptional communicator, both in one-on-one interactions and group presentations, effectively communicating the value of SWA. They will also need to be well versed in all aspects of effective wealth management, Schwab’s broader solutions, and industry trends. Most of the Business Development Officer's time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investor’s needs with the best-in-class services of Charles Schwab.

Position allows for 100% remote work with travel within the territory.

We are adding one business development officer to the East Division team. Candidate must be located in one of the following metropolitan areas:

• Atlanta, GA

What you have

Required Qualifications

• Active and valid FINRA Series 7 & 66 licenses
• 10 years of experience in business development and relationship management with a proven record of success
• 10 years of experience with wealth management – financial planning and investment planning

Preferred Qualifications

• CFP designation or MBA equivalent.
• Understanding of traditional investment styles and vehicles (i.e., separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy.
• Excellent oral and written communication skills.
• Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc.
• Self-motivated and ability to travel part-time, or as needed to successfully manage the region.
• Excellent client relationship management and marketing/sales skills.

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