Texas Licensed Business Development Officer
A company is looking for a Business Development Officer for their Wealth Advisory team in the Central Division. Key Responsibilities Promote and retain clients of the Schwab Wealth Advisory solution Build relationships with Financial Consultants and Wealth Advisors to provide education and support Engage with potential investors and internal partners to meet client needs with wealth management 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 their Wealth Advisory team in the Central Division.
Key Responsibilities
Promote and retain clients of the Schwab Wealth Advisory solution
Build relationships with Financial Consultants and Wealth Advisors to provide education and support
Engage with potential investors and internal partners to meet client needs with wealth management 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
