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FINRA Licensed Business Development Officer

FINRA Licensed Business Development Officer

VirtualVocationsConcord, California, United States
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A company is looking for a Business Development Officer for Wealth Advisory in the Eastern Division.

Key Responsibilities

Promote, retain, and enhance client relationships for Schwab Wealth Advisory

Build trusting relationships with Financial Consultants and Wealth Advisors, providing education and support

Engage with potential investors and internal partners to meet investor 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

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Development Officer • Concord, California, United States

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