California Licensed Business Development Officer
A company is looking for a Business Development Officer for Schwab Wealth Advisory in the Central Division. Key Responsibilities Promote and retain clients of Schwab Wealth Advisory by building trusting relationships with Financial Consultants and Wealth Advisors Provide education and support to clients and investors regarding wealth management solutions Engage with potential investors and internal partners to meet client needs with best-in-class services 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
A company is looking for a Business Development Officer for Schwab Wealth Advisory in the Central Division.
Key Responsibilities
Promote and retain clients of Schwab Wealth Advisory by building trusting relationships with Financial Consultants and Wealth Advisors
Provide education and support to clients and investors regarding wealth management solutions
Engage with potential investors and internal partners to meet client needs with best-in-class services
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
