Remote Wealth Advisory Business Development Lead

Charles Schwab Corporation; Los Angeles (CA); On-site; USD 90,000 - 160,000; Full time

Job summary

Charles Schwab Corporation invites a results-driven Business Development Officer to promote Schwab Wealth Advisory, build relationships with local Financial Consultants and Wealth Advisors, and educate clients about SWA benefits.

The role emphasizes exceptional communication, wealth-management knowledge, and the ability to present to groups and investors in a fast-paced environment. Remote work is allowed with LA residency for business purposes.

Qualifications

• Bachelor's degree required.
• 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.

Responsibilities

• Promote, retain and delight clients of Schwab Wealth Advisory (SWA).
• Build trusting relationships with local Financial Consultants and Wealth Advisors.
• Engage potential investors and internal partners to meet investors' needs with best-in-class services.

Skills

Communication skills

Presentation skills

Business development

Education

Bachelor's degree

FINRA Series 7 & 66 licenses

Job description

Charles Schwab Corporation invites a results-driven Business Development Officer to promote Schwab Wealth Advisory, build relationships with local Financial Consultants and Wealth Advisors, and educate clients about SWA benefits.

The role emphasizes exceptional communication, wealth-management knowledge, and the ability to present to groups and investors in a fast-paced environment. Remote work is allowed with LA residency for business purposes.