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
• Build and maintain relationships with Financial Consultants and Wealth Advisors
• Engage with potential investors and provide education on wealth management solutions

Required Qualifications

• Bachelor's degree
• Active and valid FINRA Series 7 & 66 licenses (may be obtained under a condition of employment)
• 10 years of experience in business development and relationship management
• 10 years of experience in wealth management, including financial and investment planning