REQUIRED QUALIFICATIONS

• Bachelor’s degree
• Active and valid FINRA Series 7 & 66 (license(s) may be obtained under a condition of employment)
• 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

• CFP® designation or MBA equivalent.
• Understanding of traditional investment styles and vehicles (i.e., separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy.
• Excellent oral and written communication skills.
• Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc.

The Business Development Officer will be supporting the Western market. Individual MUST be located in the following metropolitan area(s):
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Menlo Park

• Sunnyvale

At Schwab, you’re 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.
We are looking to add a Business Development Officer, Schwab Wealth Advisory role to our talented client facing team.