Business Development Officer, Schwab Wealth Advisory- (Newport Beach)

Charles Schwab; Sacramento (CA); Remote; USD 100,000 - 140,000; Full time

Job summary

A financial services company is seeking a Business Development Officer for its Wealth Advisory team. The role involves promoting wealth management solutions and building relationships with financial consultants and clients. Candidates should have 10 years of experience in business development, a Bachelor's degree, and valid FINRA licenses. This position allows for 100% remote work, given the candidate can relocate if necessary.

Benefits

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

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

Responsibilities

• Promote and retain clients for Schwab Wealth Advisory.
• Build relationships with financial consultants and advisors.
• Engage potential investors and communicate value of services.

Skills

Exceptional communication skills

Relationship management

Understanding of investment strategies

Education

Bachelor's degree

Job description

Your opportunity

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

This position allows for 100% remote work, however this person will need to relocate if not currently living within this territory

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 (license(s) may be obtained under a condition of employment)
• 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