Business Development Officer, Schwab Wealth Advisory- Financial Solutions Branch
Charles Schwab Inc. · AZ, US
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About the Role
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.
Responsibilities
- Build trusting relationships with local Financial Consultants and Wealth Advisors.
- Provide education and support to clients and investors interested in the offer.
- Engage potential investors of the offer, internal partners, and clients of SWA.
- Effectively communicate the value of SWA.
- Promote, retain and delight clients of Schwab’s premier wealth management solution, Schwab Wealth Advisory (SWA).
Requirements
- Bachelor's degree
- 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
- 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: ex. industry conferences, webcasts, internal meetings, etc.
Skills
- Business development
- Relationship management
- Wealth management
- Financial planning
- Investment planning
- Communication skills
- Presentation skills
Location
- Phoenix Metro Area
Work Type
- 100% remote
- Full-time
Experience Level
- 10 years of experience
Education Level
- Bachelor's degree
- CFP® designation or MBA equivalent
Salary/Compensations
- Base salary range posted
- Eligible for bonus or incentive opportunities
About the Company
- At Schwab, you’re empowered to make an impact on your career.
- Innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
- 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 with the marketing efforts of the solutions, working closely with Offer Management, Product and Marketing teams.