Advisor Services Inside Sales: Biz Development Pro

Charles Schwab; Orlando (FL); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Volunteer time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab Advisor Services is seeking a sales professional to conduct phone-based consultations with independent advisors, coordinating onboarding and cross-functional resources to advance the sales cycle. The role emphasizes proactive client service, B2B sales acumen, and strong communication.

The position requires a Bachelor’s degree and active FINRA Series 7 and 63 licenses, with 1+ year of financial services experience preferred.

Qualifications

• Bachelor’s Degree
• A valid and active FINRA Series 7 license
• A valid and active FINRA Series 63 license or equivalent
• 1+ years financial services experience (preferred)

Responsibilities

• Provide phone-based sales consultations on Schwab custody and trading services to Advisors turning independent from wirehouses, independent BDs, fee-based IAs and startups with up to $12M in Schwab assets.
• Coordinate internal and external resources to advance the sales process.
• Manage the sales and onboarding process, including facilitating and coordinating onboarding and related documentation.

Skills

Self-starter

Client service

B2B sales

Verbal communication

Written communication

Time management

Interpersonal skills

Education

FINRA Series 7 license

FINRA Series 63 license or equivalent

Bachelor’s Degree

Job description

Charles Schwab Advisor Services is seeking a sales professional to conduct phone-based consultations with independent advisors, coordinating onboarding and cross-functional resources to advance the sales cycle. The role emphasizes proactive client service, B2B sales acumen, and strong communication.

The position requires a Bachelor’s degree and active FINRA Series 7 and 63 licenses, with 1+ year of financial services experience preferred.