Charles Schwab · 10 hours ago
Business Development Officer, Schwab Wealth Advisory- Houston, TX
United States
Full-time
Remote
Senior Level, Lead/Staff
$170K/yr - $225K/yr
10+ years expCharles 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 and supporting Schwab's wealth management solutions by building relationships with financial consultants and providing education to 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 as we seek to meet each investor’s needs with the best-in-class services of Charles Schwab
Qualification
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
Benefits
This role is also eligible for bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Company data provided by crunchbase