FINRA Licensed Business Development Officer
VirtualVocationsColumbus, Ohio, United Statesjob_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Business Development Officer for Wealth Advisory.
Key Responsibilities
Promote, retain, and enhance client satisfaction with the Schwab Wealth Advisory solution
Build and maintain relationships with Financial Consultants and Wealth Advisors, providing education and support
Engage potential investors and internal partners to meet investor needs with best-in-class 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 • Columbus, Ohio, United States
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