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 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, contend, and succeed in their business efforts.

This is an opportunity for driven, consultative sales professional who enjoys building relationships, navigating complexity, and influencing outcomes in a fast-paced, advisor-centric environment.

Your day-to-day impact includes:

• Prospecting and engaging independent advisors with $12MM- $100MM in AUM through outbound and cold-calling efforts, leading conversations that explore independence or a new custodial relationship across wirehouse, independent broker-dealer, trust bank, and fee-based channels.
• Leading consultative sales conversations to understand advisor goals and position Schwab solutions
• Managing complex sales cycles, including discovery, pricing discussions, and close
• Partnering with Relationship Management, Service, and Marketing representatives as we onboard new relationships and you transition them into the ongoing support model
• Guiding advisors through onboarding milestones and welcome activities to set the foundation for a successful long-term relationship
• This is a phone-based sales role that does not travel. It is an outbound prospecting and virtual advisor engagement sales role.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site at one of these specified locations.

• Orlando : 1958 Summit Park Dr, Orlando FL 32810
• Westlake : 3000 Schwab Way, Westlake, TX 76262

What you have

Our ideal candidate will be an entrepreneurial self-starter; and have a validated ability to exceed quarterly goals as set by the company.

Required Qualifications

• Bachelor's degree
• Active and valid FINRA Series 7 and 63 licenses
• At least three years of experience driving proactive sales in the financial services industry
• Ability to navigate and lead complex business-to-business sales conversations from discovery to close
• Strong interpersonal skills, comprehensive industry knowledge, comfort with new relationships and cold calling opportunities
• Brings real-world experience and understanding of competitors' products, sales tactics, and weaknesses- and knows how to use that insight in conversations.

Preferred Qualifications

• Experience recruiting advisors from wirehouse, independent broker-dealer, or trust bank channels
• Familiarity with advisory custody platforms, onboarding processes, and transition planning
• Comfort using data, insights, and market intelligence to tailor sales strategies

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.



Requisition #: 2026-120204

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Requirements

2026-120204