Business Development Officer, Schwab Wealth Advisory (South Jersey)

Charles Schwab • Red Bank, NJ

87d • Remote

About The Position

In addition to a base salary range posted, this role is also eligible for bonus or incentive opportunities. Position allows for 100% remote work with 75%+ travel within the territory. 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 with the marketing efforts of the solutions, working closely with Offer Management, Product and Marketing teams.

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.

Nice To Haves

• 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.

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.
• Communicate the value of SWA effectively in one-on-one interactions and group presentations.

What This Job Offers

• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree