Charles Schwab
Business Development Officer, Schwab Wealth Advisory- (West Division)
Charles Schwab, San Diego, California, United States, 92154
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Please read the following job description thoroughly to ensure you are the right fit for this role before applying. The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS) enterprise. The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products and services to consultants and advisors, across multiple distribution channels. The team also supports marketing efforts of the solutions, working closely with Offer Management, Product, and Marketing teams. We are looking to add a Business Development Officer, Schwab Wealth Advisory role to our talented client-facing team. What you are good at : The Business Development Officer, Schwab Wealth Advisory role will help promote, retain, and delight clients of Schwab’s premier wealth management solution, Schwab Wealth Advisory (SWA). The successful candidate will build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their clients and investors interested in the offer. The Business Development Officer must be an exceptional communicator, both in one-on-one interactions and group presentations, effectively communicating the value of SWA. They should also be well-versed in all aspects of effective wealth management, Schwab’s broader solutions, and industry trends. Most of the Business Development Officer's time will be spent engaging potential investors, internal partners, and clients of SWA to meet each investor’s needs with the best-in-class services of Charles Schwab. Position allows for 100% remote work with travel within the territory. We are adding FOUR Business Development Officers to the West Division team. Candidates MUST be located within the following locations : Century City, CA Orange County: Anaheim, Santa Ana, and Irvine, CA In addition to a base salary, this role is also eligible for bonus or incentive opportunities. What you have Required Qualifications 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 Preferred Qualifications 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. Comfortable and able to present articulately to large groups, e.g., industry conferences, webcasts, internal meetings, etc. Why work for us? Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Benefits :
A competitive and flexible package designed to empower you for today and tomorrow. We offer a package to help you make the most of your life at work and at home—today and in the future.
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Please read the following job description thoroughly to ensure you are the right fit for this role before applying. The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS) enterprise. The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products and services to consultants and advisors, across multiple distribution channels. The team also supports marketing efforts of the solutions, working closely with Offer Management, Product, and Marketing teams. We are looking to add a Business Development Officer, Schwab Wealth Advisory role to our talented client-facing team. What you are good at : The Business Development Officer, Schwab Wealth Advisory role will help promote, retain, and delight clients of Schwab’s premier wealth management solution, Schwab Wealth Advisory (SWA). The successful candidate will build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their clients and investors interested in the offer. The Business Development Officer must be an exceptional communicator, both in one-on-one interactions and group presentations, effectively communicating the value of SWA. They should also be well-versed in all aspects of effective wealth management, Schwab’s broader solutions, and industry trends. Most of the Business Development Officer's time will be spent engaging potential investors, internal partners, and clients of SWA to meet each investor’s needs with the best-in-class services of Charles Schwab. Position allows for 100% remote work with travel within the territory. We are adding FOUR Business Development Officers to the West Division team. Candidates MUST be located within the following locations : Century City, CA Orange County: Anaheim, Santa Ana, and Irvine, CA In addition to a base salary, this role is also eligible for bonus or incentive opportunities. What you have Required Qualifications 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 Preferred Qualifications 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. Comfortable and able to present articulately to large groups, e.g., industry conferences, webcasts, internal meetings, etc. Why work for us? Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Benefits :
A competitive and flexible package designed to empower you for today and tomorrow. We offer a package to help you make the most of your life at work and at home—today and in the future.
#J-18808-Ljbffr