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Wealth Management Advisory Consultant II
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TIAA Charlotte, United StatesJob Description · Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work t ...
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Wealth Management Advisory Consultant II
1 week ago
TIAA Charlotte, United States Full timeSupported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well define ...
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Financial Professional
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Summit Advisory Group Charlotte, United States**Who are we?** · At Summit Advisory Group, we have created a unique team-oriented atmosphere which facilitates the flow of information and expertise to everyone involved. Representing National Life Insurance Company, we provide marketing experience and a company who listens to i ...
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Sr Financial Advisor
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Associate Adviser
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Verum Partners Charlotte, United StatesJob Summary · The Associate Adviser (AA) will join the advisory team within Verum's ensemble, "Diamond Teams" structure to provide service and support to a variety of client relationships. Under the mentorship of other advisors, the primary focus of this role is an advisory appre ...
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Sr. Audit Manager
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Senior Advisory Program Manager
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Senior Certified Financial Planner
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Director of Tax
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Financial Planner
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Advisor Charlotte, United StatesWho We Are · dba Advisor Wealth Management (AWM) is an SEC registered advisory firm based in Charleston, SC. We launched our business in 2022 and have seen demand for our service that has surpassed our expectations. The business was formed by a team of proven entrepreneurs and in ...
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Compliance Associate
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Legacy Search Advisors Charlotte, United StatesCompliance Associate - Private Wealth/Investment Management · Charlotte NC - 3 day in office hybrid schedule · Attractive compensation package + Excellent benefits · Our client is a rapidly growing private markets firm who provides customized investment and advisory solutions to ...
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Cherry, Bekaert & Holland, L.L.P. Charlotte, United StatesRanked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today ...
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Deputy Compliance Officer
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FNZ Charlotte, United StatesRole Description · FNZ Securities USA, headquartered in New York City, is a self-clearing broker-dealer which provides fully disclosed clearing and custody services to introducing broker-dealers and RIAs in the wealth management space. We are currently going through the applicati ...
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Senior Wealth Strategist/ Planner
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Tax Director
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Commercial Audit Senior Manager
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Commercial Audit Manager
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Senior Certified Financial Planner
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Linden Thomas and Company Charlotte, United StatesSenior Certified Financial Planner (CFP) · Linden Thomas & Company · 516 North Tryon Street, Charlotte, NC 28202 · Benefits · 401(k) · Dental insurance · Health insurance · Paid time off · Vision insurance · Job brief · At Linden Thomas & Co, were committed to providin ...
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Financial Planner
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Tax Director
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Business Development Officer, Schwab Wealth Advisory - Charlotte, NC, United States - The Charles Schwab Corporation
Description
Your OpportunityAt 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.
We are looking to add a Business Development Officer, Schwab Wealth Advisory role to our talented client facing team.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.
Position allows for 100% remote work. This role will support the NC, TN and KY region and must be located to work in Charlotte. Subject to Schwab's internal approach to workplace flexibility.What you haveRequired QualificationsActive 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 QualificationsCFP designation or MBA equivalentUnderstanding 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. Self-motivated and ability to travel part-time, or as needed to successfully manage the region Excellent client relationship management and marketing/sales skillsJob SummaryRequisition ID:
Posted Date: 3 months ago(1/31/2024 2:35 PM)
Category:
Investment Research & Management
Salary Range:
USD $ $ / YearApplication deadline: 6/1/2024
Position Type:
Full time
