FINRA Licensed Business Development Officer
A company is looking for a Business Development Officer, Schwab Wealth Advisory. Key Responsibilities Promote, retain, and enhance client relationships for Schwab Wealth Advisory Educate and support Financial Consultants and Wealth Advisors on wealth management solutions Engage with potential investors and internal partners to address 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
A company is looking for a Business Development Officer, Schwab Wealth Advisory.
Key Responsibilities
Promote, retain, and enhance client relationships for Schwab Wealth Advisory
Educate and support Financial Consultants and Wealth Advisors on wealth management solutions
Engage with potential investors and internal partners to address 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
