Charles Schwab
Business Development Officer, Schwab Wealth Advisory, West Division
Charles Schwab, San Francisco, California, United States, 94199
Overview
Business Development Officer, Schwab Wealth Advisory, West Division Join to apply for the
Business Development Officer, Schwab Wealth Advisory, West Division
role at
Charles Schwab Position allows for 100% remote work What You Are Good At
The role will 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. Be an exceptional communicator in one-on-one interactions and group presentations, effectively communicating the value of SWA. Well-versed in all aspects of effective wealth management, Schwab’s broader solutions, and industry trends. Spend time engaging potential investors of the offer, internal partners, and clients of SWA to meet each investor’s needs with best-in-class services of Charles Schwab. What’s in it for you
We offer a competitive benefits package that takes care of the whole you – both today and in the future. Hybrid Work and Flexibility approach balancing workplace flexibility, serving clients, and value of in-person collaboration. 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tution reimbursement Health, dental, and vision insurance Required Qualifications
Bachelor's degree Active and valid FINRA Series 7 & 66 (license(s) may be obtained under a condition of employment) 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 (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 (e.g., industry conferences, webcasts, internal meetings) Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Business Development and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Get notified about new Business Development Officer jobs in
San Francisco, CA .
#J-18808-Ljbffr
Business Development Officer, Schwab Wealth Advisory, West Division Join to apply for the
Business Development Officer, Schwab Wealth Advisory, West Division
role at
Charles Schwab Position allows for 100% remote work What You Are Good At
The role will 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. Be an exceptional communicator in one-on-one interactions and group presentations, effectively communicating the value of SWA. Well-versed in all aspects of effective wealth management, Schwab’s broader solutions, and industry trends. Spend time engaging potential investors of the offer, internal partners, and clients of SWA to meet each investor’s needs with best-in-class services of Charles Schwab. What’s in it for you
We offer a competitive benefits package that takes care of the whole you – both today and in the future. Hybrid Work and Flexibility approach balancing workplace flexibility, serving clients, and value of in-person collaboration. 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tution reimbursement Health, dental, and vision insurance Required Qualifications
Bachelor's degree Active and valid FINRA Series 7 & 66 (license(s) may be obtained under a condition of employment) 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 (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 (e.g., industry conferences, webcasts, internal meetings) Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Business Development and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Get notified about new Business Development Officer jobs in
San Francisco, CA .
#J-18808-Ljbffr