Charles Schwab · 3 hours ago

Advisor Services, Business Development Officer, Large Market - TEXAS

Full-time

Remote

Senior Level

$145K/yr - $225K/yr

5+ years exp

Maximize your interview chances

Financial Services

Actively Hiring

Insider Connection @Charles Schwab

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Partner with internal consultants to position Schwab’s platform, products, and people in an authentic and transparent manner

Champion the fiduciary advice model and Schwab’s leadership position in the RIA industry

Develop a sales region using a disciplined approach to planning and implementing required strategies and tactics

Engage with a wide range of firms including traditional wirehouse teams, independent advisors, family offices, trust companies, large branches/OSJ’s, and broker/dealers

Establish credibility and speak with authority and knowledge in the boardroom or via video conference

Lead cross-organizational teams and support team members

Exceed quarterly sales goals as set by the company

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

B2B SalesRIA SalesFINRA Series 7 LicenseFINRA Series 63 LicenseRecruiting AdvisorsSales Strategy DevelopmentCompetitive AnalysisCold Calling