Business Development, Advisor Services Insides Sales

Charles Schwab Corporation; Orlando (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Charles Schwab Corporation is seeking a sales professional to provide phone-based consultations to independent advisors considering Schwab custody and trading services. The role involves coordinating internal resources to move the sales process forward and managing onboarding documentation with advisor clients.

The ideal candidate has a Bachelor's Degree and relevant financial services sales or client service experience, along with strong communication and organizational skills.

Qualifications

• Bachelor's degree required.
• Experience in financial services sales or client service beneficial.
• Strong communication and organizational skills.

Responsibilities

• Provide phone-based sales consultations to Advisors considering Schwab custody and trading services.
• Coordinate internal resources to advance the sales process.
• Manage onboarding and related documentation.

Skills

Sales experience

Communication skills

Client relationship management

Problem solving

Education

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.