Business Development Officer, Wealth Advisory
Company: Charles Schwab
Location: San Diego
Posted on: January 10, 2026
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Job Description:
*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, 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. What’s in it for you 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.
Our Hybrid Work and Flexibility approach balances our ongoing
commitment to workplace flexibility, serving our clients, and our
strong belief in the value of being together in person on a regular
basis. 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
Keywords: Charles Schwab, Bellflower , Business Development Officer, Wealth Advisory, Sales , San Diego, California
