Business Development Officer, Schwab Wealth Advisory- (Newport Beach)

Position Type : Regular

Your opportunity

In addition to a base salary, this role is also eligible for bonus or incentive opportunities

This position allows for 100% remote work, however this person will need to relocate if not currently living within this territory

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS) enterprise. The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products and services to consultants and advisors, across multiple distribution channels. The team also supports with the marketing efforts of the solutions, working closely with Offer Management, Product and Marketing teams.

What you are good at :

The Business Development Officer,Schwab Wealth Advisoryrole will help promote, retain and delight clients of Schwabs premier wealth management solution,Schwab Wealth Advisory(SWA). The successful candidate will build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their clients and investors interested in the offer. The Business Development Officer will need to be an exceptional communicator, both in one-on-one interactions and group presentations, effectively communicating the value of SWA. They will also need to be well versed in all aspects of effective wealth management, Schwabs broader solutions, and industry trends. Most of the Business Development Officers time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investors needs with the best-in-class services of Charles Schwab.

What you have

Required Qualifications

• Bachelors degree
• Active and valid FINRA Series 7 & 66 licenses
• 10 years of experience in business development and relationship management with a proven record of success
• 10 years of experience with wealth management - financial planning and investment planning

Preferred Qualifications

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future :

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