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Remote Wealth Advisory Officer
Remote / Online - Candidates ideally in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-01-22
San Diego, San Diego County, California, 92189, USA
Listing for:
Charles Schwab
Remote/Work from Home
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Business Development Officer for Schwab Wealth Advisory in San Diego. The role requires building and maintaining client relationships, educating about wealth management solutions, and presenting to groups. Candidates should have a Bachelor's degree, active FINRA licenses, and a minimum of 10 years in business development and wealth management. The position allows for remote work, catering to professionals in or relocating to the San Diego area.
Competitive benefits and a collaborative culture await the right candidate.
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