Business Development Officer, Schwab Wealth Advisory

Charles Schwab; Newport Beach (CA); Remote; USD 90,000 - 120,000; Full time

Job summary

A leading financial services company is seeking a Business Development Officer to promote its wealth management solutions. This role requires building strong relationships with Financial Consultants and Wealth Advisors while ensuring client satisfaction. Candidates should possess a Bachelor's degree and have at least 10 years of experience in business development and wealth management. The position allows for 100% remote work but candidates must relocate if not already within the designated territory.

Benefits

401(k) with company match

Paid vacation and sabbatical

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• 10 years of experience in business development and relationship management with a proven record.
• Active and valid FINRA Series 7 & 66 licenses (may be obtained under employment conditions).

Responsibilities

• Promote, retain, and delight clients of Schwab’s wealth management solution.
• Build trusting relationships with Financial Consultants and Wealth Advisors.
• Engage potential investors and communicate the value of Schwab Wealth Advisory.

Skills

Business development

Relationship management

Effective communication

Wealth management knowledge

Education

Bachelor's degree

Job description

Overview

Your Opportunity

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

This position allows for 100% remote work, however this person will need to relocate if not currently living within this territory

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.

What you are good at

The Business Development Officer, Schwab Wealth Advisory role 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.

What you have

Required Qualifications

• Bachelor's degree
• Active and valid FINRA Series 7 & 66 (license(s) may be obtained under a condition of employment)
• 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 (., 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.

Why work for us?

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

We offer a competitive to our full-time employees that takes care of the whole you – both today and in the future :

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