Business Development Officer, Schwab Wealth Advisory

Location: 100% remote, but candidates must currently live in Las Vegas, Nevada, for business purposes

Salary: USD $139,600–$260,000 per year, plus potential bonus or incentive opportunities

Company

hirify.global provides wealth management, investment, and asset management products and services.

What you will do

• Promote, retain, and support clients of Schwab Wealth Advisory.
• Build relationships with local Financial Consultants and Wealth Advisors.
• Educate and support clients and investors interested in Schwab Wealth Advisory.
• Communicate the value of the wealth management offering through one-on-one interactions and group presentations.
• Engage potential investors, internal partners, and existing clients to identify suitable services.
• Collaborate with Offer Management, Product, and Marketing teams on asset management solutions.

Requirements

• Bachelor’s degree.
• Active and valid FINRA Series 7 and Series 66 licenses.
• 10 years of business development and relationship management experience with a proven record of success.
• 10 years of wealth management experience, including financial planning and investment planning.
• Strong oral and written communication skills.
• Ability to present clearly to large groups, including at conferences, webcasts, and internal meetings.

Nice to have

• CFP® designation or an equivalent MBA.
• Understanding of traditional investment styles and vehicles, including separately managed accounts, ETFs, mutual funds, and fixed income assets.
• Knowledge of investment strategy and industry trends.

Culture & Benefits

• Remote work with a workplace flexibility approach.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, and vision insurance.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after every five years of service for eligible positions.