Business Development Officer, Schwab Wealth Advisory; South Jersey

Business Development Officer, Schwab Wealth Advisory (South Jersey)

Business Development Officer, Schwab Wealth Advisory (South Jersey) role at Charles Schwab
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Position allows for 100% remote work with 75%+ travel within the territory.

Base salary range posted. Role also eligible for bonus or incentive opportunities.

The Business Development Officer will promote, retain, and delight clients of Schwab’s premier wealth management solution, Schwab Wealth Advisory (SWA). The successful candidate will build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their clients and investors interested in the offer. The officer will be an exceptional communicator, both in one‑on‑one interactions and group presentations, effectively communicating the value of SWA.

He/she will also be well versed in all aspects of wealth management, Schwab’s broader solutions, and industry trends. Most of the time will be spent engaging potential investors, internal partners, and SWA clients to meet each investor’s needs with Charles Schwab’s best‑in‑class services.

• 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 – financial planning and investment planning

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

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

Mid‑Senior level

Full‑time

Business Development and Sales