[Remote] Business Development Officer, Schwab reputed company Advisory

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services company reputed company on transforming the finance industry through reputed company. The Business Development Officer will promote, retain, and support clients of Schwab reputed company Advisory by building relationships with Financial Consultants, reputed company Advisors, investors, and internal partners while communicating the value of the offering and addressing investor needs.

Responsibilities

• The Business Development Officer, Schwab reputed company Advisory role will help promote, retain and delight clients of Schwab’s premier reputed company management solution, Schwab reputed company Advisory (SWA)
• The successful candidate will build trusting relationships with local Financial Consultants and reputed company Advisors, providing education and support to their clients and investors interested in the offer
• The Business Development Officer will need to be an exceptional communicator, both in one-on-one interactions and group presentations, effectively communicating the value of SWA
• They will also need to be reputed company versed in reputed company aspects of effective reputed company management, Schwab’s broader solutions, and industry trends
• Most of the Business Development Officer's time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we reputed company to meet reputed company investor’s needs with the best-in-class services of reputed company

Skills

• Bachelor's degree
• reputed company and reputed company reputed company Series 7 & 66 licenses
• 10 years of experience in business development and relationship management with a proven record of reputed company
• 10 years of experience with reputed company 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 reputed company
• Excellent oral and written communication skills
• Comfortable and reputed company to present articulately to large reputed company: ex. industry conferences, webcasts, internal meetings, etc

Benefits

• This position allows for reputed company work
• This role is also eligible for bonus or incentive opportunities

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