Business Development Officer, Schwab Wealth Advisory (Central Division)

Charles Schwab; Miamisburg (OH); Remote; USD 90,000 - 130,000; Full time

Job summary

A leading financial services firm seeks a Business Development Officer for their Schwab Wealth Advisory team. This role emphasizes client relationship management and effective communication skills. Ideal candidates will have significant experience in business development and wealth management. The position is remote with travel required in Ohio, ensuring flexibility and independence in your work approach.

Benefits

Competitive salary

Flexible benefits package

Bonus or incentive opportunities

Qualifications

• Must be located in Dayton, OH or Columbus, OH.
• Self-motivated with ability to travel as needed.

Responsibilities

• Promote and retain clients of Schwab Wealth Advisory.
• Build relationships with Financial Consultants and Wealth Advisors.
• Provide education and support to clients and investors.

Skills

Active and valid FINRA Series 7 & 66 licenses

10 years of experience in business development

10 years of experience with wealth management

Excellent oral and written communication skills

Excellent client relationship management

Education

CFP designation or MBA equivalent

Job description

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.

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 Central Division team. Candidate must be located in one of the following metropolitan areas :

• Dayton, OH
• Columbus, OH

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 (., 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 (range posted), this role is also eligible for bonus or incentive opportunities.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits : A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.

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