Business Development Officer, Schwab Wealth Advisory- (North San Diego)

Charles Schwab Corporation; San Diego (CA); Remote; USD 125,000 - 150,000; Full time

Job summary

A leading financial services firm is seeking a Business Development Officer for Schwab Wealth Advisory with expertise in wealth management. This remote position requires building relationships with financial advisors and effectively communicating the value of the firm's services. Candidates should have 10 years of relevant experience, active FINRA licenses, and strong presentation skills.

Qualifications

• 10 years of experience in business development and relationship management.
• Active and valid FINRA Series 7 & 66 licenses required.
• Understanding of investment styles and vehicles.

Responsibilities

• Promote, retain, and educate clients about Schwab Wealth Advisory.
• Build relationships with Financial Consultants and Wealth Advisors.
• Present to large groups effectively.

Skills

Business development

Relationship management

Effective communication

Wealth management knowledge

Education

Bachelor's degree

CFP designation or MBA

Job description

Your Opportunity

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

This position allows for 100% remote work, however relocation is required if not currently living within North San Diego, CA

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 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.

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.