Remote Wealth Advisory Growth Officer

Charles Schwab; City of Albany (NY); Remote; USD 110,000 - 160,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation time

Volunteer time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Business Development Officer for Schwab Wealth Advisory to promote and grow high-value client relationships across local financial consultants and wealth advisors. This role requires delivering education and support to clients considering our premier wealth management solution.

The successful candidate will excel at communicating value, stay abreast of wealth-management trends, and collaborate with internal teams to serve investors with best-in-class services.

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 experience 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 interested in Schwab Wealth Advisory.
• Engage potential investors and internal partners to meet investor needs with best-in-class services.

Skills

Bachelor's degree

FINRA Series 7 & 66

10+ years business development

Wealth management expertise

Education

Bachelor's degree

Job description

Charles Schwab is seeking a Business Development Officer for Schwab Wealth Advisory to promote and grow high-value client relationships across local financial consultants and wealth advisors. This role requires delivering education and support to clients considering our premier wealth management solution.

The successful candidate will excel at communicating value, stay abreast of wealth-management trends, and collaborate with internal teams to serve investors with best-in-class services.