Remote Wealth Advisory Business Development Officer

Charles Schwab; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Business Development Officer for Schwab Wealth Advisory (SWA) to promote and support clients and advisors across WAS/WAMS. You will build relationships with local Financial Consultants and Wealth Advisors, educating clients and investors about SWA and its value.

The role emphasizes strong communication and wealth-management knowledge. Remote work is allowed with residency in Los Angeles, CA; the position requires presenting to groups and engaging internal partners to meet

Qualifications

• Bachelor's degree is required or equivalent.
• Active FINRA Series 7 & 66 licenses are required.
• 10 years of experience in business development and relationship management with a proven track record.
• 10 years of experience with wealth management – financial planning and investment planning.
• Excellent oral and written communication skills; able to present to large groups.

Responsibilities

• Promote, retain and delight clients of Schwab Wealth Advisory.
• Build trusting relationships with local Financial Consultants and Wealth Advisors.
• Educate clients and investors about the SWA offering and value proposition.
• Present effectively to large groups and internal partners; engage with investors and clients.

Skills

FINRA licenses (Series 7 & 66)

10+ years business development

Wealth management experience

Excellent communication

Large-group presentation

Education

Bachelor's degree

Job description

Charles Schwab seeks a Business Development Officer for Schwab Wealth Advisory (SWA) to promote and support clients and advisors across WAS/WAMS. You will build relationships with local Financial Consultants and Wealth Advisors, educating clients and investors about SWA and its value.

The role emphasizes strong communication and wealth-management knowledge. Remote work is allowed with residency in Los Angeles, CA; the position requires presenting to groups and engaging internal partners to meet