Charles Schwab
Business Development Officer, Schwab Wealth Advisory, West Division
Charles Schwab, San Mateo, California, United States, 94403
Overview Business Development Officer, Schwab Wealth Advisory- (San Francisco) role at Charles Schwab. Position allows for 100% remote work.
A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully. What You Will Do
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 and group settings. Be well-versed in wealth management, Schwab’s broader solutions, and industry trends; spend most time engaging potential investors, internal partners, and SWA clients to meet each investor’s needs with Schwab’s services. What You Are Good At
Exceptional communication skills in both individual and group presentations. Strong knowledge of wealth management and Schwab’s solutions and industry trends. Ability to build relationships with consultants, advisors, and clients across distribution channels. Required Qualifications
Bachelor\'s degree Active and valid FINRA Series 7 & 66 (licenses 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 (separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy Excellent oral and written communication skills Comfortable speaking to large groups: industry conferences, webcasts, internal meetings, etc. What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on development provide tools to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances flexibility with serving clients and collaborating in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 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 Tutition reimbursement Health, dental, and vision insurance Seniority level
Mid-Senior level Employment type
Full-time Job function
Business Development and Sales
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A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully. What You Will Do
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 and group settings. Be well-versed in wealth management, Schwab’s broader solutions, and industry trends; spend most time engaging potential investors, internal partners, and SWA clients to meet each investor’s needs with Schwab’s services. What You Are Good At
Exceptional communication skills in both individual and group presentations. Strong knowledge of wealth management and Schwab’s solutions and industry trends. Ability to build relationships with consultants, advisors, and clients across distribution channels. Required Qualifications
Bachelor\'s degree Active and valid FINRA Series 7 & 66 (licenses 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 (separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy Excellent oral and written communication skills Comfortable speaking to large groups: industry conferences, webcasts, internal meetings, etc. What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on development provide tools to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances flexibility with serving clients and collaborating in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 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 Tutition reimbursement Health, dental, and vision insurance Seniority level
Mid-Senior level Employment type
Full-time Job function
Business Development and Sales
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