Remote Wealth Advisory Business Development Officer

Charles Schwab; Phoenix (AZ); On-site; USD 120,000 - 180,000; Full time

Job summary

Charles Schwab invites a Business Development Officer to promote, retain and delight clients of Schwab Wealth Advisory. You will build trusted relationships with local Financial Consultants and Wealth Advisors, educating clients and investors on SWA and market trends.

This role supports 100% remote work, with residency required in Las Vegas, NV or Phoenix, AZ for business purposes. Strong communication and presentation skills will help you engage large groups and internal partners, shaping

Qualifications

• Bachelor's degree required.
• Active FINRA Series 7 & 66 licenses.
• 10+ years of business development and relationship management experience.
• 10+ years of wealth management and financial planning experience.

Responsibilities

• Promote and retain Schwab Wealth Advisory clients.
• Build trusting relationships with local Financial Consultants and Wealth Advisors.
• Educate clients and investors on SWA offerings and industry trends.
• Engage investors, internal partners, and clients to meet their needs with Schwab services.

Skills

Communication skills

Relationship management

Public speaking

Financial industry knowledge

Education

Bachelor's degree

FINRA Series 7 & 66 licenses

CFP designation or MBA

Job description

Charles Schwab invites a Business Development Officer to promote, retain and delight clients of Schwab Wealth Advisory. You will build trusted relationships with local Financial Consultants and Wealth Advisors, educating clients and investors on SWA and market trends.

This role supports 100% remote work, with residency required in Las Vegas, NV or Phoenix, AZ for business purposes. Strong communication and presentation skills will help you engage large groups and internal partners, shaping