Business Development, Advisor Services Insides Sales

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

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us 'challenge the status quo' and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

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

To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required

• Bachelor’s Degree
• A valid and active FINRA Series 7 license
• A valid and active FINRA Series 63 license or equivalent

Preferred:

• 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

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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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:

• 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