[Hiring] Business Development Officer @Charles Schwab Inc.

Role Description

This position allows for 100% remote work and the selected candidate will need to currently be living within the Phoenix Metro Area.

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.

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 the marketing efforts of the solutions, working closely with Offer Management, Product, and Marketing teams.

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.
• Provide education and support to their clients and investors interested in the offer.
• Be an exceptional communicator, both in one-on-one interactions and group presentations.
• Effectively communicate the value of SWA.
• Be well versed in all aspects of effective wealth management, Schwab’s broader solutions, and industry trends.
• Engage potential investors of the offer, internal partners, and clients of SWA.

Qualifications

• 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

Requirements

• CFP® designation or MBA equivalent (preferred)
• Understanding of traditional investment styles and vehicles (i.e., separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy (preferred)
• Excellent oral and written communication skills
• Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. (preferred)