Business Development Officer, Schwab Wealth Advisory (South Jersey)
Charles Schwab, Bridgewater, MA, United States
Overview Business Development Officer, Schwab Wealth Advisory (South Jersey)
Join to apply for the Business Development Officer, Schwab Wealth Advisory (South Jersey) role at Charles Schwab.
Position allows for 100% remote work with 75%+ travel within the territory.
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 will need to be an exceptional communicator, both in one-on-one interactions and group presentations, effectively communicating the value of SWA. They will also need to 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 of the offer, internal partners, and clients of SWA as we seek to meet each investor’s needs with the best-in-class services of Charles Schwab.
What You Have Required 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
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.
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
Benefits 401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Seniority level Mid-Senior level
Employment type Full-time
Job function Business Development and Sales
Location and nearby postings may be displayed for reference.
#J-18808-Ljbffr
Join to apply for the Business Development Officer, Schwab Wealth Advisory (South Jersey) role at Charles Schwab.
Position allows for 100% remote work with 75%+ travel within the territory.
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 will need to be an exceptional communicator, both in one-on-one interactions and group presentations, effectively communicating the value of SWA. They will also need to 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 of the offer, internal partners, and clients of SWA as we seek to meet each investor’s needs with the best-in-class services of Charles Schwab.
What You Have Required 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
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.
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
Benefits 401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Seniority level Mid-Senior level
Employment type Full-time
Job function Business Development and Sales
Location and nearby postings may be displayed for reference.
#J-18808-Ljbffr