FINRA Licensed Business Development Officer

Job Summary

A company is looking for a Business Development Officer for their Wealth Advisory division in the Eastern Division.

Key Responsibilities

• Promote and retain clients for the Schwab Wealth Advisory solution
• Build relationships with Financial Consultants and Wealth Advisors, providing education and support
• Engage with potential investors and internal partners to meet client needs with wealth management services

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