Remote Wealth Advisory Biz Dev Officer

Charles Schwab; California (MO); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Company 401(k) match

Employee stock purchase plan

Paid time off and sabbatical

Job summary

Charles Schwab is seeking a Business Development Officer for Schwab Wealth Advisory. In this remote role, you will promote and support clients, building relationships with local Financial Consultants and Wealth Advisors to deliver best-in-class wealth management solutions.

The position requires 10+ years in business development and wealth management, FINRA Series 7 & 66 licenses, and a Bachelor's degree; strong communication and presentation skills desirable for engaging investors and internal

Qualifications

• Bachelor's degree required
• Active FINRA Series 7 and 66 licenses
• 10+ years in business development and relationship management
• 10+ years in wealth management including financial planning and investment planning

Responsibilities

• Promote, retain and delight clients of Schwab Wealth Advisory.
• Build trusting relationships with local Financial Consultants and Wealth Advisors.
• Educate and support clients and investors on SWA benefits.
• Present to groups and individuals, communicating the value of SWA.

Skills

Relationship management

Wealth management knowledge

Public speaking

Education

Bachelor's degree

Tools

FINRA Series 7 & 66 licenses

Job description

Charles Schwab is seeking a Business Development Officer for Schwab Wealth Advisory. In this remote role, you will promote and support clients, building relationships with local Financial Consultants and Wealth Advisors to deliver best-in-class wealth management solutions.

The position requires 10+ years in business development and wealth management, FINRA Series 7 & 66 licenses, and a Bachelor's degree; strong communication and presentation skills desirable for engaging investors and internal