FINRA Licensed Business Development Officer
VirtualVocationsSan Buenaventura, California, United Statesjob_description.job_card.30_days_ago
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- serp_jobs.job_card.full_time
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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 • San Buenaventura, California, United States
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