Full-Time

Advisor Services

Business Development Officer, Large Market

Posted on 1/8/2025

Charles Schwab

Charles Schwab

Compensation Overview

$145k - $225kAnnually

+ Sales Bonus Opportunities

Senior

Westlake, TX, USA

Position can be hybrid or fully remote, but must live within Texas.

Category
Business Development
Business & Strategy
Required Skills
Sales
Requirements
  • Bachelor’s degree
  • A valid and active FINRA Series 7 and 63 licenses required
  • Must have a minimum of 5 years of proactive sales experience in the financial services and RIA 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
Responsibilities
  • Partner with internal consultants to position Schwab’s platform, products, and people in an authentic and transparent manner
  • Champion the fiduciary advice model and Schwab’s leadership position in the RIA industry
  • Engage with a wide range of firms: traditional wirehouse teams, independent advisors, family offices, trust companies, large branches/OSJ’s and broker/dealers
  • Develop a sales region using a disciplined approach to planning and implementing the required strategies and tactics
  • Lead cross-organizational teams (both internal and external), leveraging diplomacy to move a process forward and help team members feel supported & valued

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A