FINRA Licensed Business Development Officer

Job Summary

A company is looking for a Business Development Officer, Schwab Wealth Advisory.

Key Responsibilities

• Promote, retain, and enhance client relationships for Schwab Wealth Advisory
• Educate and support Financial Consultants and Wealth Advisors on wealth management solutions
• Engage with potential investors and internal partners to address client needs

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