Business Development Officer, Schwab Wealth Advisory

Charles Schwab; Westlake (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Sabbatical program

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab is seeking a Business Development Officer for Schwab Wealth Advisory in Westlake, TX. This role focuses on promoting, retaining and delighting clients through strong relationship management and education for investors seeking SWA.

The ideal candidate will have deep wealth management knowledge, outstanding communication skills, and proven success in presenting to large groups and internal partners while meeting investor needs with best-in-class services.

Qualifications

• Bachelor's degree required.
• Active FINRA Series 7 & 66 licenses.
• 10 years in business development and relationship management.
• 10 years of wealth management experience expected.

Responsibilities

• Promote, retain and delight clients of Schwab Wealth Advisory.
• Build trusting relationships with local Financial Consultants and Wealth Advisors.
• Educate and support clients and investors interested in SWA.
• Present effectively to groups and internal partners to meet investor needs.

Skills

Relationship management

Communication skills

Public speaking

Wealth management knowledge

Education

Bachelor's degree

FINRA Series 7 & 66 licenses

Job description

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

Your opportunity

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

The selected candidate will need to currently be living within Westlake, TX for business purposes.

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 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.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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