Business Development Officer, Schwab Wealth Advisory- (San Mateo)

Charles Schwab; San Mateo (CA); Remote; USD 100,000 - 120,000; Full time

Job summary

A leading financial services firm is seeking a Business Development Officer for its Wealth Advisory services. This remote role involves promoting and supporting clients through building strong relationships with Financial Consultants and Wealth Advisors. Candidates should have a Bachelor’s degree, 10 years of relevant experience, and active FINRA licenses. A comprehensive benefits package and a culture of growth are offered.

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.
• Proven record of success in wealth management, financial, and investment planning.
• CFP designation or MBA preferred.

Responsibilities

• Promote, retain, and support clients of Schwab’s wealth management solution.
• Build trusting relationships with Financial Consultants and Wealth Advisors.
• Communicate effectively through presentations and one-on-one interactions.

Skills

Business development

Relationship management

Wealth management

Excellent communication skills

Education

Bachelor's degree

Tools

FINRA Series 7 & 66

Job description

Your opportunity

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

Position allows for 100% remote work

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

The 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.

Job Responsibilities

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.

Requirements

Required Qualifications

• Bachelor's degree
• Active and valid FINRA Series 7 & 66
• 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.

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