Business Development Officer, Schwab Wealth Advisory- Northern New England

Overview

This role offers 100% remote work. Selected candidate must currently be living within Albany, NY or Boston, MA for business purposes.

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

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

Responsibilities

• Promote, retain, and delight clients of Schwab’s premier wealth management solution, Schwab Wealth Advisory (SWA)
• Build trusting relationships with local Financial Consultants and Wealth Advisors
• Provide education and support to their clients and investors interested in SWA
• Communicate the value of SWA through effective one-on-one interactions and group presentations
• Stay well versed in wealth management, broader solutions, and industry trends
• Spend most of the time engaging potential investors of the offer, internal partners, and clients of SWA to meet each investor’s needs with best-in-class services

Requirements

• Bachelor’s 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, including financial planning and investment planning

Preferred Qualifications

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

Compensation & Benefits

• Base salary range posted
• Bonus or incentive opportunities eligibility, in addition to base salary

Location

• 100% remote
• Selected candidate must currently be living within Albany, NY or Boston, MA for business purposes