Charles Schwab
Business Development Officer, Schwab Wealth Advisory- (West Division)
Charles Schwab, San Diego, California, United States, 92189
Business Development Officer, Schwab Wealth Advisory- (West Division)
Position overview for the Schwab Wealth Advisory (SWA) team within Wealth & Advice Solutions (WAS). The Business Development Officer will promote, retain, and delight clients of Schwab’s premier wealth management solution. The role focuses on building trusted relationships with local Financial Consultants and Wealth Advisors, providing education and support to their clients and investors interested in SWA, and effectively communicating the value of SWA to individuals and internal partners.
Responsibilities
Promote, retain, and delight clients of Schwab Wealth Advisory.
Build trusting relationships with local Financial Consultants and Wealth Advisors; provide education and support to their clients and investors interested in SWA.
Communicate the value of SWA clearly in one-on-one interactions and group presentations.
Stay well-versed in wealth management concepts, Schwab’s broader solutions, and industry trends.
Engage potential investors, internal partners, and SWA clients to understand and meet each investor’s needs with best-in-class services.
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 track record
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 (e.g., separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy
Excellent oral and written communication skills
Ability to present articulately to large groups (industry conferences, webcasts, internal meetings, etc.)
What’s in it for you
Hybrid work and flexibility aligned with client service needs and in-person collaboration.
Competitive benefits package supporting today and the future, including:
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
Employment details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Business Development and Sales
Location/Work arrangement: 100% remote work option; relocation required if not currently living within the territory
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Responsibilities
Promote, retain, and delight clients of Schwab Wealth Advisory.
Build trusting relationships with local Financial Consultants and Wealth Advisors; provide education and support to their clients and investors interested in SWA.
Communicate the value of SWA clearly in one-on-one interactions and group presentations.
Stay well-versed in wealth management concepts, Schwab’s broader solutions, and industry trends.
Engage potential investors, internal partners, and SWA clients to understand and meet each investor’s needs with best-in-class services.
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 track record
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 (e.g., separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy
Excellent oral and written communication skills
Ability to present articulately to large groups (industry conferences, webcasts, internal meetings, etc.)
What’s in it for you
Hybrid work and flexibility aligned with client service needs and in-person collaboration.
Competitive benefits package supporting today and the future, including:
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
Employment details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Business Development and Sales
Location/Work arrangement: 100% remote work option; relocation required if not currently living within the territory
#J-18808-Ljbffr