Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Business Development Associate, Schwab Advisor Services

Expired Job

Charles Schwab Corporation Orlando , FL 32801

Posted 2 months ago

Description:

Orlando - FL, ORL6, 1991 Summit Park Drive, 32810

Evan Russell
0927-43840

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person 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.

  • Advisor Testimonial: http://advisorservices.schwab.com/public/advisor/nn/videos/hoey.html

What you'll do:

  • 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.

What you have:

  • Bachelor's degree or equivalent work experience

  • FINRA Series 7 and 63 Licenses (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

  • Well organized with good time-management skills

  • Industry knowledge

What you'll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab.

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications Relocation Offered?:NoWork Schedule:DaysLanguages:English - spoken

Current Licenses / Certifications:FINRA Series 63, FINRA Series 7Relevant Work Experience:Business Development and Sales-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs

Position Located In:FL - OrlandoEducation:BA/BSJob Type:Full Time

Category:Sales/Business Development

Activation Date: Thursday, September 27, 2018

Expiration Date: Sunday, October 28, 2018

Apply Here


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Service Relationship Manager Advisor Services Family Office

Charles Schwab Corporation

Posted 1 week ago

VIEW JOBS 11/2/2018 12:00:00 AM 2019-01-31T00:00 Description: Orlando - FL, ORL2, 1958 Summit Park Dr, 32810 Evan Russell 1001-43897 We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed. As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future. Our Opportunity: In Advisor Services we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. We are excited to launch a new Family office service team dedicated to championing and serving the unique needs of advisors in this space. The Service Relationship Managers provide dedicated, premier service to our advisors and their UHNW end clients in the family office segment model. Service Relationship Managers have a deep expertise and understanding of their advisor's business that allows them to provide them with a dedicated level of service. What you'll do: * Manage workflow and projects of your primary advisor relationship while providing superior overall relationship management service to our advisors and their end clients in a fast paced, team environment. * Maintain a strong band of communication between internal business partners, including sales and leadership. * Manage and grow the existing relationship with your clients and influencing positive change in their operations, as well as communicating policy changes to them. * Demonstrate superior understanding of features and benefits of Schwab tools, products and services in order to encourage adoption while offering solution based service. * Anticipate potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions. * Partner with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business and set the strategic direction of the segment. What you have: * FINRA Series 7, 63 (or 66) licenses * FINRA Series 9 and 10 licenses (may consider a condition of employment) * Minimum 3 years of experience supporting Registered Investment Advisors and their clients * Attributes of an entrepreneurial self-starter; and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiative. * Ability to support positive relationships between the client and Schwab through fostering successful internal partnerships. * Superior communication, presentation, interpersonal and listening skills. * Passion for service, professionalism, positivity and strong work ethic with a high level of integrity and teamwork. * In-depth knowledge of Advisor Services products, services, complex subject matters, policies and procedures as well as demonstrated brokerage industry knowledge. * Excellent relationship management skills including collaborating, influencing and negotiating. Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet. * Initiative to create change through process improvements, training and streamlining functions. * Strong analytical and organizational skills. Demonstrated ability to prioritize business needs and manage time effectively. * Ability to identify potential risk situations and mitigate timely and effectively. * Advanced technical skills with team-orientation and the ability to act as a resource for development of the team's effectiveness. Advanced knowledge of Microsoft Outlook, Word, Excel and PowerPoint. * Skill and experience in delivering professional presentations to both large and small groups. * Flexibility to travel for client visits/events on a limited basis. What you'll get: * Comprehensive Compensation and Benefits package * Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts * Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program * Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions * Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships * Not just a job, but a career, with an opportunity to do the best work of your life Learn more about Life@Schwab. Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Job Specifications Relocation Offered?:NoWork Schedule:DaysLanguages:English - spokenCurrent Licenses / Certifications:FINRA Series 7Relevant Work Experience:Financial Services-6+ yrs, Business Development and Sales-6+ yrs, Business Development and Sales-2-5 yrs, Customer Service-6+ yrsPosition Located In:FL - OrlandoEducation:BA/BSJob Type:Full Time Category:Customer Service/Client Service Activation Date: Monday, October 1, 2018 Expiration Date: Thursday, November 15, 2018 Apply Here Charles Schwab Corporation Orlando FL

Business Development Associate, Schwab Advisor Services

Expired Job

Charles Schwab Corporation