Wealth Advisory BDO — Hybrid, High-Impact Relationships

Charles Schwab; Westlake (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Sabbatical program

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab is seeking a Business Development Officer for Schwab Wealth Advisory in Westlake, TX. This role focuses on promoting, retaining and delighting clients through strong relationship management and education for investors seeking SWA.

The ideal candidate will have deep wealth management knowledge, outstanding communication skills, and proven success in presenting to large groups and internal partners while meeting investor needs with best-in-class services.

Qualifications

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

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 SWA.
• Present effectively to groups and internal partners to meet investor needs.

Skills

Relationship management

Communication skills

Public speaking

Wealth management knowledge

Education

Bachelor's degree

FINRA Series 7 & 66 licenses

Job description

Charles Schwab is seeking a Business Development Officer for Schwab Wealth Advisory in Westlake, TX. This role focuses on promoting, retaining and delighting clients through strong relationship management and education for investors seeking SWA.

The ideal candidate will have deep wealth management knowledge, outstanding communication skills, and proven success in presenting to large groups and internal partners while meeting investor needs with best-in-class services.