Description

Your Opportunity

You will be a part of Schwab Advisor Services' Business Consulting and Educations (BCE) team. The BCE team creates and delivers high-quality, industry-leading consulting and education programs that help advisors establish and better manage their businesses, in addition to helping them plan and prepare for the future. The key to the team's success lies in its ability to create highly relevant and scalable programs that turn practice management insights into actionable plans that are implemented with new and existing advisors. These programs are delivered by a nationwide team of experienced consultants who work closely with advisors and the broader Schwab team to deliver a high-touch consulting experience that further differentiates our offering. With over 25 years of experience, we know there is no one-size-fits-all approach for serving independent financial advisors. Their needs are unique, and we offer individual guidance, support, and tools for advisors at every stage of their journey, from start-up through well-established firms.

Hundreds of large financial advisors from the wirehouse, independent broker dealer, and other channels decide to make the transition to independence by becoming an RIA and starting their own firms. While the move may be positively ambitious, it comes with a major challenge that these advisors have never experienced: starting and managing and ultimately growing their own business. Your role is to help navigate the considerations of a successful firm setup, ensure that their firm is launched with a solid foundation and then optimized for rapid growth that will enable it to succeed long into the future.

More specifically, you will help guide prospects through the strategy, planning and design, and operational mechanics of establishing an RIA firm. You will help the prospect in areas such as building out a business plan and articulating their core value proposition, as well as defining their desired firm and end client experience. You will share insights, ideas and best practices from top performing firms. You will help prepare, introduce and support them in working with a variety of Schwab and third-party experts in areas such as legal and compliance, technology, marketing, real estate, infrastructure, and healthcare.

The role is not available as fully remote. Must live within reasonable commuting distance from the following Charles Schwab campus locations:

• Westlake, TX
• Orlando, FL

What you have

For you to succeed in the role, you will need to:

• Quickly establish a strong working relationship with the clients where they respect your expertise, listen to your ideas and trust that you are looking out for their best interests
• Create a positive outcome through your consulting engagement so clients are better prepared for rapid growth
• Develop strong internal relationships with your Schwab colleagues as collaboration and internal partnerships are critical to your success
• Conduct discovery and listen well so you can help prospects/clients create a business that meets their needs, goals and dreams
• Have bias for action and the ability to overcome obstacles to successfully execute on multiple consultations or projects simultaneously
• Serve as an accountability partner to promote forward progress
• Be a reason why prospects and clients decide to choose or stay with Schwab.
• Have a combination of 7+ years of experience in sales, relationship management, consulting or other client facing roles with a strong understanding of the independent advisory landscape
• Have a business/finance degree and/or a clear understanding of business fundamentals (e.g., financial statements, business functions, organization structure)
• Some travel up to 30%

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



Requisition #: 2025-116625

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Requirements

2025-116625