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Website Charles Schwab
Job Description:
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.
Job Responsibilities:
- 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.
Job Requirements:
- Bachelor’s 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
Job Details:
Company: Charles Schwab
Vacancy Type: Full Time
Job Functions: Sales
Job Location: Phoenix, AZ, US
Application Deadline: N/A
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