Business Development, Advisor Services Insides Sales
About The Position
Schwab Advisor Services is the leading provider of custodial, operational and trading support for independent fee-based investment advisors. This role is for a salesperson who can help Schwab 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. The selected candidate will work on site in the specified location(s) and will 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. The role involves coordinating internal and external resources to advance the sales process and managing the sales and onboarding process, including facilitating and coordinating the on-boarding and relationship related documentation.
Requirements
- Bachelor’s Degree
- A valid and active FINRA Series 7 license
- A valid and active FINRA Series 63 license or equivalent
- 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
Nice To Haves
- 1+ years financial services experience
- Experience in client service or sales support roles
- Institutional or RIA operations experience preferred
- Knowledge of Schwab products and services and the brokerage industry
Responsibilities
- 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.
Benefits
- Bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
