Business Development Officer, Wealth Advisory
Company: Charles Schwab
Location: San Diego
Posted on: February 26, 2026
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Job Description:
This position allows for 100% remote work, however relocation is
required if not currently living within North San Diego, CA 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 Officers 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 • Bachelors 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. Why work for us? At
Schwab, we’re committed to empowering our employees’ personal and
professional success. Our purpose-driven, supportive culture, and
focus on your development means you’ll get the tools you need to
make a positive difference in the finance industry. We offer a
competitive benefits package to our full-time employees 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
Keywords: Charles Schwab, Chino Hills , Business Development Officer, Wealth Advisory, Sales , San Diego, California
