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.
Prospect for new custody and trading services by recruiting Advisors turning independent from the wirehouse, independent broker dealer or trust bank channels and fee-based independent investment advisors with a minimum of $100mm in assets under management.-
Manage and grow your territory and influence positive change in your business through business consultations, as well as stay abreast of business and platform updates as they occur.
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Manage and organize sales conversions with clients as well as negotiate long-term pricing in exchange for increased assets
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Effectively coordinate with Relationship Management, Service, Technology and Marketing partners as we onboard new relationships and you transition them into the ongoing support model.
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Manage the sales process, including facilitating and coordinating new corporate client on-boarding, relationship related documentation and Welcome Call implementations.
Our ideal candidate will be an entrepreneurial self-starter; and have a proven ability to exceed quarterly goals as set by the company-
Bachelor’s degree
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A valid and active FINRA Series 7 license
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A valid and active FINRA Series 63 license
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Must have at least five years of proactive sales experience in the financial services industry
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Demonstrated ability to manage complicated business-to-business sales situations
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Strong interpersonal skills, comprehensive industry knowledge, comfortable with new relationships and cold calling opportunities
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Substantial knowledge of competitor’s products, services, sales tactics and weaknesses .
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
