Business Development Officer, Schwab Wealth Advisory

Charles Schwab; Thousand Oaks (CA); Remote; USD 59,000 - 60,000; Part time

Job summary

Charles Schwab is seeking a Business Development Officer for its Wealth Advisory division. The role involves building relationships with wealth managers, engaging clients, and promoting financial products, requiring strong communication skills and significant experience in wealth management. This position allows for remote work with travel required.

Benefits

401(k) with company match

Paid time for vacation

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• 10 years of experience in business development.
• Active and valid FINRA Series 7 & 66 licenses.
• Experience in wealth management and financial planning.

Responsibilities

• Promote, retain, and support clients of Schwab Wealth Advisory.
• Build relationships with Financial Consultants and Wealth Advisors.
• Engage potential investors and communicate value effectively.

Skills

Relationship Management

Communication

Sales Skills

Education

Bachelor's Degree

Job description

Business Development Officer, Schwab Wealth Advisory

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Business Development Officer, Schwab Wealth Advisory

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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 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.

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

The Business Development Officer will be supporting the Western market and individual must be located in the following locations:

• Los Angeles, CA
• Thousand Oaks, CA
• Pasadena, CA
• Westlake, TX
  
  

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
• Bachelor's degree
  
  

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.

What’s in it for you

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package 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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Business Development and Sales

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