Advisor Services, Business Development Associate, Core

2 weeks ago


Westlake, United States Charles Schwab Full time

Your Opportunity

Schwab Advisor Services is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We’re currently looking for dedicated individuals like you to help us provide financial advisors with access to sophisticated tools and wealth-management services. 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, dedicated people to our advisor clients to help them profitably grow, compete, and succeed in their business efforts.

What you’ll do:

Provide sales consultations on Schwab custody and trading services to Advisors turning independent from wirehouses, independent broker dealers, fee-based independent investment advisors and start-up firms with up to $12M in Schwab eligible assets. Coordinate internal and external resources to advance the sales process. Handle the sales process, including facilitating and coordinating new corporate client on-boarding, and relationship related documentation.

What you have

Our ideal candidate will be an entrepreneurial self-starter Strong client service skills with ability to anticipate and resolve problems with own initiative Bachelor’s degree (required) A valid and active FINRA Series 7 license (required) A valid and active FINRA Series 63 license (required) 1+ years financial services experience Experience in client service Sales support roles Schwab Advisor Services operations experience preferred Demonstrated ability to lead business-to-business sales situations Knowledge of Schwab products and services and the brokerage industry Excellent verbal and written communication skills Well organized with good time-management skills Strong interpersonal skills Why work for us?

Own Your Tomorrow embodies everything we do We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.



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