Job Description

Your Opportunity
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, dedicated people to our advisor clients to help them profitably grow, compete and succeed in their business efforts.

What you are good at

* Provide sales consultations on Schwab custody and trading services to Advisors turning independent from the wirehouse, independent broker dealer or trust bank channels and fee-based independent investment advisors with $8M $15M in Schwab eligible assets.
* Manage the sales processes as well as negotiate long-term pricing in exchange for increased assets
* Coordinate internal and external resources to advance the sales process.
* Impact the client experience by interacting with end clients to facilitate the onboarding experience with Schwab Advisor Services.
* Provide sales support to the larger sales team to help identify prospect opportunities and support ongoing quality lead development.

What you have

* Bachelors degree or equivalent work experience
* FINRA Series 7 and 63 Licenses (may be obtained via a condition of employment)
* Ability to manage business-to-business sales situations
* 3+ years financial services experience required, Schwab Advisor Services operations preferred
* Experience in client service or sales support roles required
* Strong client service skills with ability to anticipate and resolve problems with own initiative
* Knowledge of Schwab products and services and brokerage industry including operations and trading
* Excellent verbal and written communication skills
* Strong PC skills in MS office applications including EXCEL and PowerPoint are required
* Well organized with good time-management skills
* Industry knowledge









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Why Schwab?

At Schwab, Own Your Tomorrow embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Were a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees: Whats it like to work at Schwab!

The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.
We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

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