Business Development Officer, Schwab Wealth Advisory

Charles Schwab; Westlake (TX); Remote; USD 90,000 - 150,000; Part time

Job summary

A leading company in financial services is seeking a Business Development Officer for its Schwab Wealth Advisory team. This role involves building relationships with Financial Consultants and Wealth Advisors, while also providing education and support to prospective investors. The ideal candidate will have substantial experience in business development and wealth management, with relevant FINRA licenses.

Benefits

401(k)

Paid time off

Parental leave

Tuition reimbursement

Health insurance

Qualifications

• 10 years of experience in business development and relationship management.
• 10 years of experience in wealth management, including financial and investment planning.
• Active FINRA Series 7 & 66 licenses.

Responsibilities

• Build trusting relationships with Financial Consultants and Wealth Advisors.
• Provide education and support to clients and investors interested in SWA.
• Effectively communicate the value of SWA through presentations.

Skills

Communication

Client Relationship Management

Sales

Education

Bachelor's degree

Job description

Business Development Officer, Schwab Wealth Advisory

Join to apply for the Business Development Officer, Schwab Wealth Advisory role at Charles Schwab.

Overview

At Schwab, you’re empowered to make an impact on your career. The Wealth & Asset Management Solutions (WAMS) team supports proprietary and third-party asset management products and services. We are seeking a Business Development Officer to join our client-facing team, focusing on promoting Schwab Wealth Advisory (SWA).

Key Responsibilities

• Build trusting relationships with Financial Consultants and Wealth Advisors.
• Provide education and support to clients and investors interested in SWA.
• Effectively communicate the value of SWA through one-on-one and group presentations.
• Engage potential investors, internal partners, and clients to meet their needs with Schwab's services.

Location & Travel

Position allows for 100% remote work with travel within the territory. The role supports the Western market and requires candidates to be located in:

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

Qualifications

Required

• Active FINRA Series 7 & 66 licenses.
• 10 years of experience in business development and relationship management.
• 10 years of experience in wealth management, including financial and investment planning.
• Bachelor's degree.

Preferred

• CFP designation or MBA.
• Knowledge of investment styles and vehicles.
• Excellent communication skills, comfortable presenting to large groups.
• Ability to travel and manage regional responsibilities.
• Strong client relationship management and sales skills.

Compensation & Benefits

In addition to base salary, role is eligible for bonus or incentives. Benefits include 401(k), paid time off, parental leave, tuition reimbursement, and health insurance.

Additional Details

Level: Mid-Senior; Employment type: Part-time; Job function: Business Development and Sales.

This job is currently active and accepting applications.