Business Development Officer, Schwab Wealth Advisory

In this role you drive growth and client satisfaction for Schwab Wealth Advisory. You'll build trust with local financial professionals and educate investors about SWA, shaping adoption of premier wealth solutions. You'll present effectively to individuals and audiences, staying current on wealth management trends and Schwab's broader offerings. Your work supports cross-functional collaboration to deliver best-in-class service and scalable outreach.

• 100% remote work
• bonus or incentive opportunities
• competitive base salary
• opportunity to impact wealth advisory solutions
• cross-functional collaboration
• progressive compensation package (bonus)

• Promote SWA to investors and advisors and retain clients
• Educate clients and internal partners about Schwab's wealth solutions
• Engage with local Financial Consultants and Wealth Advisors to identify needs
• Present to large groups and industry events to communicate value of SWA
• Collaborate with Offer Management, Product, and Marketing to support distribution and marketing efforts
• Build trustful relationships and provide ongoing education and support to clients

• Bachelor's degree
• Active FINRA Series 7 & 66 licenses
• 10 years in business development/relationship management with wealth management experience
• Proven track record in wealth planning and investment planning

• Excellent written and verbal communication
• Strong presentation and public speaking abilities
• Relationship-building and client-focused mindset
• Strategic thinking and industry awareness
• Knowledge of wealth management products and investment vehicles
• Understanding of traditional investment styles and vehicles