FINRA Licensed Business Development Officer

Job Summary

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

Key Responsibilities

• Promote and retain clients for the Schwab Wealth Advisory solution
• Build relationships with Financial Consultants and Wealth Advisors to provide education and support
• Engage potential investors and internal partners to meet investor needs with wealth management 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
• CFP designation or MBA equivalent preferred