Business Development Officer, Schwab Wealth Advisory (South Jersey)

Charles Schwab; Bridgewater (MA); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbaticals

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

A leading financial services firm is seeking a Business Development Officer to enhance client engagement and promote their wealth management solution. This position allows for remote work with significant travel and requires extensive experience in business development and wealth management. The ideal candidate holds a Bachelor's degree and FINRA licenses, with strong communication and relationship-building skills.

Qualifications

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

Responsibilities

• Promote and retain clients of Schwab’s wealth management solutions.
• Build relationships with local Financial Consultants and Wealth Advisors.
• Engage potential investors and internal partners.

Skills

Exceptional communicator

Wealth management knowledge

Relationship management

Investment planning expertise

Strong presentation skills

Education

Bachelor's degree

CFP® designation or MBA equivalent

Job description

Overview

Business Development Officer, Schwab Wealth Advisory (South Jersey)

Join to apply for the Business Development Officer, Schwab Wealth Advisory (South Jersey) role at Charles Schwab.

Position allows for 100% remote work with 75%+ travel within the territory.

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 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.

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.

Benefits

• 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

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Business Development and Sales

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