Advisor Services, Business Development Officer, Centralized- (Core Team)
Your opportunity
Schwab Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a salesperson like you! Our heritage of serving advisors by bringing them the “Best of Schwab,” our specialized expertise, and our continued investment in their business is unparalleled. Your experience and commitment can help make it possible for us to offer a depth and breadth of services supported by leading technology and experienced people to our advisor clients to help them profitably grow, contend, and succeed in their business efforts.
What you have
• Prospect for new custody and trading services by recruiting Advisors turning independent from the wirehouse, independent broker dealer or trust bank channels and fee-based independent investment advisors with 12mm – 100mm in assets under management.
• Lead and grow your territory and influence positive change in your business through business consultations, as well as stay abreast of business and platform updates as they occur.
• Lead and organize sales situations with clients as well as negotiate long-term pricing in exchange for increased assets
• Effectively coordinate with Relationship Management, Service, and Marketing representatives as we onboard new relationships and you transition them into the ongoing support model.
Lead the sales process, including facilitating and coordinating new corporate client on-boarding, relationship related documentation and Welcome Call implementations
Our ideal candidate will be an entrepreneurial self-starter; and have a validated ability to exceed quarterly goals as set by the company
• Bachelor’s degree required
• Must have a active and valid FINRA Series 7 and Series 63 licenses
• Must have a minimum of 3 years of proactive sales experience in the financial services industry
• Must have a minimum of 3 years experience in financial services
• Shown ability to lead complicated business-to-business sales situations
• Strong interpersonal skills, comprehensive industry knowledge, comfortable with new relationships and cold calling opportunities
• Substantial knowledge of competitor’s products, services, sales tactics, and opportunities
In addition to your base salary, this role is also eligible for bonus or incentive opportunities.
Base Salary Range: $70k-$90K
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
Apply Now
Schwab Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a salesperson like you! Our heritage of serving advisors by bringing them the “Best of Schwab,” our specialized expertise, and our continued investment in their business is unparalleled. Your experience and commitment can help make it possible for us to offer a depth and breadth of services supported by leading technology and experienced people to our advisor clients to help them profitably grow, contend, and succeed in their business efforts.
What you have
• Prospect for new custody and trading services by recruiting Advisors turning independent from the wirehouse, independent broker dealer or trust bank channels and fee-based independent investment advisors with 12mm – 100mm in assets under management.
• Lead and grow your territory and influence positive change in your business through business consultations, as well as stay abreast of business and platform updates as they occur.
• Lead and organize sales situations with clients as well as negotiate long-term pricing in exchange for increased assets
• Effectively coordinate with Relationship Management, Service, and Marketing representatives as we onboard new relationships and you transition them into the ongoing support model.
Lead the sales process, including facilitating and coordinating new corporate client on-boarding, relationship related documentation and Welcome Call implementations
Our ideal candidate will be an entrepreneurial self-starter; and have a validated ability to exceed quarterly goals as set by the company
• Bachelor’s degree required
• Must have a active and valid FINRA Series 7 and Series 63 licenses
• Must have a minimum of 3 years of proactive sales experience in the financial services industry
• Must have a minimum of 3 years experience in financial services
• Shown ability to lead complicated business-to-business sales situations
• Strong interpersonal skills, comprehensive industry knowledge, comfortable with new relationships and cold calling opportunities
• Substantial knowledge of competitor’s products, services, sales tactics, and opportunities
In addition to your base salary, this role is also eligible for bonus or incentive opportunities.
Base Salary Range: $70k-$90K
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
Apply Now