Business Development Officer, Schwab Wealth Advisory- (West Division)

Charles Schwab; San Francisco (CA); Remote; USD 90,000 - 110,000; Full time

Job summary

A leading financial services firm is seeking a Business Development Officer for their Wealth Advisory division in San Francisco. The role focuses on promoting Schwab's wealth management solutions, managing client relationships, and providing valuable education to clients and investors. Candidates should have extensive experience in business development, active FINRA licenses, and strong communication skills. This position allows for remote work within California, emphasizing flexibility and professional growth within a supportive culture.

Benefits

401(k) with company match

Paid time for vacation and volunteering

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

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

Responsibilities

• Promote and retain clients for Schwab's wealth management solution.
• Build trusting relationships with financial consultants and advisors.
• Engage potential investors and effectively communicate the value of services.

Skills

Exceptional Communication

Relationship Management

Wealth Management Knowledge

Education

Bachelor's degree

Job description

Business Development Officer, Schwab Wealth Advisory- (West Division)

Join to apply for the Business Development Officer, Schwab Wealth Advisory- (West Division) role at Charles Schwab

Business Development Officer, Schwab Wealth Advisory- (West Division)

1 week ago Be among the first 25 applicants

Join to apply for the Business Development Officer, Schwab Wealth Advisory- (West Division) role at Charles Schwab

Your opportunity

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 FOUR Business Development Officers to the West Division team. Candidate MUST be located within the following locations:

• San Francisco, CA
• Sacramento, CA
• Century City, CA
• San Diego, CA
• Orange County: Anaheim, Santa Ana, and Irvine, CA
• In addition to a base salary, this role is also eligible for bonus or incentive opportunities*
  
  

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, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

Referrals increase your chances of interviewing at Charles Schwab by 2x

Get notified about new Business Development Officer jobs in San Francisco, CA.

San Francisco, CA $90,000.00-$110,000.00 4 months ago

Business Development Manager, Enterprise Partnerships

Sr. Business Development Manager, Payment Partnerships & Strategy

Business Development Consultant - Remote

Business Development Manager | North America

Senior Business Development Manager, Fintech

Business Development Coordinator - Service

Business Development Manager - Satellite Technology

San Francisco, CA $150,000.00-$180,000.00 3 days ago

Client Executive (New Business Development)

San Ramon, CA $60,000.00-$90,000.00 1 week ago

San Francisco, CA $70,000.00-$90,000.00 1 year ago

San Francisco, CA $120,000.00-$200,000.00 1 month ago

San Francisco, CA $101,100.00-$171,900.00 5 months ago

Venture Capital Business Development Manager, Google Cloud

South San Francisco, CA $325,000.00-$375,000.00 3 months ago

South San Francisco, CA $192,000.00-$244,000.00 2 days ago

Venture Capital Business Development Manager, Google Cloud

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.