Remote Wealth Advisory Relationship Lead

Charles Schwab; California (MO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation and sabbatical after 5 y

Parental leave and family benefits

Tuition reimbursement

Job summary

Charles Schwab is seeking a Business Development Officer to promote Schwab Wealth Advisory and build strong relationships with local financial consultants and wealth advisors. You will educate clients and investors about the offers and communicate value in one-on-one and group settings.

The role requires a strong background in wealth management, financial planning, and exceptional communication skills, with remote work flexibility for candidates in the U.S.

Qualifications

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

Responsibilities

• Promote Schwab Wealth Advisory to clients and advisors.
• Build trusting relationships with local Financial Consultants and Wealth Advisors.
• Provide education and support to clients and investors interested in the offer.
• Present value of SWA in one-on-one and group settings.

Skills

Excellent oral and written沟通 skills

Group presentation

Relationship management

Client education

Education

Bachelor's degree

FINRA Series 7 & 66 licenses

Job description

Charles Schwab is seeking a Business Development Officer to promote Schwab Wealth Advisory and build strong relationships with local financial consultants and wealth advisors. You will educate clients and investors about the offers and communicate value in one-on-one and group settings.

The role requires a strong background in wealth management, financial planning, and exceptional communication skills, with remote work flexibility for candidates in the U.S.