Business Development Officer – Schwab Wealth Advisory
| Company | Charles Schwab |
|---|---|
| Location | Union City, NJ, USA, New York, NY, USA, Brooklyn, NY, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | MBA |
| Experience Level | Senior, Expert or higher |
Requirements
- 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
Responsibilities
- 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
- Provide education and support to clients and investors interested in the offer
- Engage potential investors of the offer, internal partners, and clients of SWA
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: ex. industry conferences, webcasts, internal meetings, etc.
- Self-motivated and ability to travel part-time, or as needed to successfully manage the region
- Excellent client relationship management and marketing/sales skills