Business Development Officer, Schwab Wealth Advisory - Los Angeles

Location: 100% remote, but candidates must currently live within Los Angeles, California.

Salary: USD $185,000–$275,000 per year, plus eligibility for bonus or incentive opportunities.

Company

hirify.global is a financial services company providing wealth management, investment, and asset management solutions.

What you will do

• Promote, retain, and support clients of Schwab Wealth Advisory.
• Build trusted relationships with Financial Consultants and Wealth Advisors.
• Educate clients and investors about Schwab Wealth Advisory and its value.
• Engage potential investors, internal partners, and existing clients to understand and address their needs.
• Deliver one-on-one discussions and presentations to large groups, including conferences, webcasts, and internal meetings.
• Support the distribution, client support, and marketing of proprietary and selected third-party asset management solutions.

Requirements

• Bachelor’s degree.
• Active and valid FINRA Series 7 and Series 66 licenses.
• 10 years of successful experience in business development and relationship management.
• 10 years of experience in wealth management, financial planning, and investment planning.
• Knowledge of wealth management solutions, investment strategies, industry trends, separately managed accounts, ETFs, mutual funds, and fixed income assets.
• Strong oral and written communication skills and the ability to present clearly to large audiences.

Nice to have

• CFP® designation or an equivalent MBA.

Culture & Benefits

• Workplace flexibility focused on serving clients and maintaining regular in-person connection.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteer time, and a 28-day sabbatical after five years for eligible positions.
• Paid parental leave and family-building benefits.
• Tuition reimbursement and medical, dental, and vision insurance.