Remote Wealth Advisory Biz Dev Officer - South Jersey

Charles Schwab; Bridgewater (MA); A distancia; USD 90.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

Paid vacation and sabbaticals

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Exceptional communicator

Wealth management knowledge

Relationship management

Investment planning expertise

Strong presentation skills

Educación

Bachelor's degree

CFP® designation or MBA equivalent

Descripción del empleo

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.