Business Development Officer, Schwab Wealth Advisory

9 hours ago


La Canada Flintridge, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled Business Development Officer to join our Schwab Wealth Advisory team. As a key member of our team, you will be responsible for promoting, retaining, and delighting clients of our premier wealth management solution, Schwab Wealth Advisory (SWA).

Key Responsibilities
  • Build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their clients and investors interested in the offer.
  • Effectively communicate the value of SWA to potential investors, internal partners, and clients, highlighting the benefits of our best-in-class services.
  • Stay up-to-date on industry trends and developments, ensuring you are well-versed in all aspects of effective wealth management and Schwab's broader solutions.
Requirements
  • Active and valid FINRA Series 7 & 66 licenses
  • 10 years of experience in business development and relationship management with a proven record of success
  • 10 years of experience with wealth management - financial planning and investment planning
Preferred Qualifications
  • CFP designation or MBA equivalent
  • Understanding of traditional investment styles and vehicles, as well as investment strategy
  • Excellent oral and written communication skills, with the ability to present articulately to large groups
  • Self-motivated and able to travel part-time, or as needed, to successfully manage the region
  • Excellent client relationship management and marketing/sales skills
About Charles Schwab

At Charles Schwab, we empower our employees to make an impact on their careers and the finance industry. We are committed to challenging the status quo and transforming the industry together.

This role will support the D.C, Maryland, and Virginia region, with the ideal candidate located in the DC Metro market. The position allows for 100% remote work, subject to Schwab's internal approach to workplace flexibility.



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