Description

Your Opportunity

Schwab 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 people to our advisor clients to help them profitably grow, compete, and succeed in their business efforts.

Seeking dynamic financial services sales professional with proven track record of success in recruiting and/or RIA custody sales. The successful candidate will be joining a seasoned team of consultative B2B sales experts who focus on large and complex advisors, independent broker dealer reps and trust/bank professionals. You will partner with internal consultants to position Schwab's platform, products, and people in an authentic and transparent manner and champion the fiduciary advice model and Schwab's leadership position in the RIA industry.

Attributes:

• Comfortable engaging with a wide range of firms: traditional wirehouse teams, independent advisors, family offices, trust companies, large branches/OSJ's and broker/dealers
• Passionate about the benefits of moving from traditional firms to the independent fiduciary model as represented by the modern RIA backed by the industry's largest and most capable custodian
• Driven to be successful, with a demonstrated ability to develop a sales region using a disciplined approach to planning and implementing the required strategies and tactics
• Developed network of industry contacts
• Strong executive presence - establishes credibility and speaks with authority and knowledge in the boardroom or via video conference
• Leadership skills - capable leader of cross-organizational teams (both internal and external), leverages diplomacy to move a process forward and helps team members feel supported & valued
• A good fit with Schwab culture and seeing the business through our client's eyes

What you have

• 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 required
• A valid and active FINRA Series 7 license
• A valid and active FINRA Series 63 license
• Must have at least 5 years of proactive sales experience in the financial services industry
• Must have at least 5 years experience recruiting advisors in RIA sales/financial services industry
• Demonstrated ability to manage complicated business-to-business sales situations

• Strong interpersonal skills, comprehensive industry knowledge, comfortable with new relationships and cold calling opportunities
• Substantial knowledge of competitor's products, services, sales tactics and weaknesses

In addition to the salary range posted, this role is also eligible for sales incentive/bonus opportunities

Base Salary- $135k-175K

Location: San Francisco

This position is eligible to earn commissions based on applicable Advisor Services sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.



Requisition #: 2025-116880

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Requirements

2025-116880