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Charles Schwab · 2 months ago

Business Development Officer, Schwab Wealth Advisory- (North San Diego, CA)

United States

Full-time

Remote

Senior Level, Lead/Staff

$150K/yr - $250K/yr

10+ years exp

Charles Schwab is a leader in the finance industry, and they are seeking a Business Development Officer for their Wealth Advisory team. This role involves promoting Schwab's wealth management solutions and building relationships with financial consultants and advisors to support clients and investors.

Financial Services

Responsibilities

Help promote, retain and delight clients of Schwab’s premier wealth management solution, Schwab Wealth Advisory (SWA)

Build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their clients and investors interested in the offer

Engage potential investors of the offer, internal partners, and clients of SWA to meet each investor’s needs with the best-in-class services of Charles Schwab

Qualification

FINRA Series 7 licenseFINRA Series 66 licenseWealth management experienceCFP designationMBA equivalentInvestment strategy knowledgeCommunication skillsGroup presentation skills

Required

Bachelor's degree

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

CFP® designation or MBA equivalent

Understanding of traditional investment styles and vehicles (i.e., separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy

Excellent oral and written communication skills

Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc