Business Development Associate- Schwab Advisor Services

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, compete, and succeed in their business efforts.

What you’ll do:

• Provide phone-based 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.
• Manage the sales and onboarding process, including facilitating and coordinating the on-boarding and relationship related documentation.

What you are good at:

• Our ideal candidate will be an entrepreneurial self-starter
• Strong client service skills with ability to anticipate and resolve problems with own initiative
• Demonstrated ability to lead business-to-business sales situations
• Excellent verbal and written communication skills
• Well organized with good time-management skills
• Strong interpersonal skills

What you have

• 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 or sales support roles
• Schwab Advisor Services operations experience preferred
• Knowledge of Schwab products and services and the brokerage industry

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.