California Licensed Business Development Officer

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

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

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

Understanding of traditional investment styles and vehicles