Business Development Officer, Schwab Wealth Advisory, West Division

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