[Remote] Business Development Officer, Schwab Wealth Advisory- (North San Diego, CA)
Note: The job is a remote job and is open to candidates in USA. Charles Schwab is a leading financial services firm, and they are seeking a Business Development Officer for their Wealth Advisory team. This role involves promoting and supporting Schwab Wealth Advisory, building relationships with financial consultants and advisors, and effectively communicating the value of their wealth management solutions.
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
- Effectively communicate the value of SWA in one-on-one interactions and group presentations
- 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
Skills
- 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
- 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 Overview
