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Charles Schwab is a company that values a collaborative and inclusive work environment, prioritizing employee growth and well-being alongside its commitment to innovation and customer satisfaction.

The company's organizational structure is designed to foster teamwork and open communication, with various departments and teams working together to achieve common goals. Charles Schwab's headquarters in San Francisco features a modern and dynamic workspace, offering amenities such as on-site fitness centers, cafes, and collaborative meeting spaces.

Working at Charles Schwab may appeal to individuals who are passionate about the financial services industry and are looking for a company that prioritizes employee development, offers a range of career opportunities, and provides a comprehensive benefits package.

What makes Charles Schwab an attractive place to work?

Charles Schwab is a well-established and respected leader in the financial services industry, known for its commitment to innovation and customer-centric approach. The company offers a dynamic work environment that values collaboration, diversity, and employee growth, with opportunities for professional development and advancement in a stable and secure setting. As a result, Charles Schwab is an attractive place to work for individuals seeking a challenging and rewarding career in finance, with opportunities to make a meaningful impact and contribute to the company's continued success.

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Infographic showing various job openings at Charles Schwab in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.

Business Development Officer, Schwab Wealth Advisory

Charles Schwab Inc.

Westlake, TX • On-site

$139K - $260K/yr

Full-time

Posted 2 days ago

New

Job description

Your Opportunity
*In addition to a base salary range posted, this role is also eligible for bonus or incentive opportunities*
This position allows for 100% remote work and selected candidate will need to currently be living within Westlake, TX for business purposes.
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS) enterprise. The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products and services to consultants and advisors, across multiple distribution channels. The team also supports with the marketing efforts of the solutions, working closely with Offer Management, Product and Marketing teams.
What you are good at:
The Business Development Officer, Schwab Wealth Advisory role will help 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 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 well versed in all aspects of effective wealth 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 seek to meet each investor's needs with the best-in-class services of Charles Schwab.
What you have
Required Qualifications
  • 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

Preferred Qualifications
  • 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.

Apply