Description

Your Opportunity

You will be a part of . 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 30 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 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 that will enable them to grow, compete, and 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 them model out their business with various revenue and expense models with the goal of optimizing growth, profitability and long-term success. 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:

• 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
• Be a strong financial modeler with ability to walk clients through pro forma income statement and cash flow models, as well as the assumptions and inputs used to build those models. Help translate the financial impact of trade-off decisions.
• Serve as an accountability partner and create positive outcomes through your consulting engagement so advisors are better prepared to transition and successfully launch their business
• Have a bias for action and successfully lead multiple projects at once, staying organized and consistent in internal and external communications
• Demonstrate executive presence with ability to communicate with clarity and impact
• Have a combination of 7+ years of experience in sales, relationship management, consulting or other client facing roles
• Bring a strong understanding of the independent advisory landscape or ability to quickly develop a working knowledge
• Be a reason why prospects and clients decide to choose or stay with Schwab.
• 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 #: 2025-116626

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Requirements

2025-116626