FINRA Licensed Business Development Officer
VirtualVocationsSpringfield, Massachusetts, United Statesjob_description.job_card.variable_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, Schwab Wealth Advisory.
Key Responsibilities
Promote, retain, and delight clients of the Schwab Wealth Advisory
Build trusting 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 • Springfield, Massachusetts, United States
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