Charles 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!. Must have 5 years of financial services industry and RIA relationship management experience.. Active and valid FINRA Series 7 license required. Active and valid FINRA Series 63 license required. Knowledge of all aspects of the RIA industry including technology, operations, practice management, compliance, competition, and fee

relationship management

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.
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, challenge and succeed in their business efforts.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
* Bachelor's degree required
* Must have 5 years of financial services industry and RIA relationship management experience.
* Active and valid FINRA Series 7 license required
* Active and valid FINRA Series 63 license required
* Our ideal candidate will be an ambitious self-starter; and have a shown ability to deliver excellent client service with the ability to anticipate and resolve problems under their own initiative.
* We are looking for someone with superior communication, presentation, interpersonal and listening skills.
* In-depth knowledge of Advisor Services products and services preferred or demonstrated transferable brokerage industry knowledge and/or the ability to learn the products and services with a limited learning curve.
* Shown proficiency with the AS Sales Operating system or transferable experience a plus.
* Ability to negotiate, cold call, trouble shoot, relate to people of all levels, and can think quick on your feet
* Knowledge of all aspects of the RIA industry including technology, operations, practice management, compliance, competition, and fee
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.<br/><br/>#J-18808-Ljbffr

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