Business Development Officer, Schwab Wealth Advisory, West Division

Charles Schwab Corporation; California (MO); Remote; USD 80,000 - 150,000; Full time

Job summary

An established industry player seeks a Business Development Officer for its Wealth Advisory team. This role focuses on promoting client engagement and satisfaction through exceptional relationship management and communication. You will collaborate closely with Financial Consultants and Wealth Advisors, providing support and education to enhance client experiences. The position allows for 100% remote work with occasional travel, making it ideal for self-motivated professionals. Join a forward-thinking organization that values innovative solutions and empowers you to make a significant impact in the finance industry.

Benefits

Bonus or incentive opportunities

Qualifications

• 10+ years in business development and relationship management with proven success.
• Active FINRA Series 7 & 66 licenses required.

Responsibilities

• Promote and retain clients of Schwab’s wealth management solution.
• Build relationships with Financial Consultants and Wealth Advisors.

Skills

Business Development

Relationship Management

Wealth Management

Communication Skills

Client Relationship Management

Marketing/Sales Skills

Education

FINRA Series 7 License

FINRA Series 66 License

CFP Designation or MBA

Job description

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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.

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 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.

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

We are adding one business development officer to the West Division team. Candidate must be located in one of the following metropolitan areas:

• Salt Lake City, UT
• Portland, OR

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 (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.
• Self-motivated and ability to travel part-time, or as needed to successfully manage the region.
• Excellent client relationship management and marketing/sales skills.

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