Business Development Officer, Schwab Wealth Advisory (East Division)

Charles Schwab; Nashville (TN); Remote; USD 80,000 - 120,000; Full time

Job summary

A leading financial services firm is seeking a Business Development Officer for its Wealth Advisory Solutions team. This remote role involves engaging with financial consultants and clients, leveraging expertise in wealth management to promote services and foster client relationships. Successful candidates will bring extensive experience in business development alongside required licenses, with excellent communication skills being essential for success in this role.

Benefits

Competitive and flexible benefits package

Bonus or incentive opportunities

Qualifications

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

Responsibilities

• Promote, retain, and engage clients of Schwab Wealth Advisory.
• Build trusting relationships with financial consultants and advisors.
• Communicate effectively in one-on-one interactions and group presentations.

Skills

Business Development

Relationship Management

Communication

Wealth 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 marketing efforts, 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 must be an exceptional communicator, both in one-on-one interactions and group presentations, effectively communicating the value of SWA. They should also 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, internal partners, and clients of SWA to meet each investor’s needs with Schwab’s best-in-class services.

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

We are adding THREE Business Development Officers to the East Division team. Candidates MUST be located in the following locations:

• Sarasota / Tampa, FL
• West Hartford, CT / Albany, NY

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

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 (e.g., 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, e.g., industry conferences, webcasts, internal meetings

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 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 package to help you make the most of your life at work and at home—today and in the future.