California Licensed Business Development Officer

Job Summary

A company is looking for a Business Development Officer for Schwab Wealth Advisory in the Central Division.

Key Responsibilities

• Promote and retain clients of Schwab Wealth Advisory by building trusting relationships with Financial Consultants and Wealth Advisors
• Provide education and support to clients and investors regarding wealth management solutions
• Engage with potential investors and internal partners to meet client needs with best-in-class services

Required Qualifications

• Bachelor's degree
• Active and valid FINRA Series 7 & 66 licenses
• 10 years of experience in business development and relationship management
• 10 years of experience in wealth management, including financial and investment planning