Charles Schwab
Advisor Services, Business Development Associate, Core
This job is now closed
Job Description
- Req#: 2024-102844
- 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.
- 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
- Sales experience highly preferred
- 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
- 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
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:
What you have
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:
About the company
The Charles Schwab Corporation is an American multinational financial services company founded and based in San Francisco, California.
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