Charles Schwab Business Development Officer, Advisor Services - South Central Region in Dallas, Texas


Plano - TX, SITXDAL, 5601 Granite Parkway, Ste 450, 75024-6651

Curtis A Crawford


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Schwab Advisor Services at , 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.

What you’ll do:

  • Prospect for new custody and trading services by recruiting Advisors turning independent from the wirehouse, independent broker dealer or trust bank channels and fee-based independent investment advisors with a minimum of $75MM in assets under management.

  • Manage and grow your territory and influence positive change in your business through business consultations, as well as stay abreast of business and platform updates as they occur.

  • Manage and organize sales conversions with clients as well as negotiate long-term pricing in exchange for increased assets

  • Effectively coordinate with Relationship Management, Service, Technology and Marketing partners as we onboard new relationships and you transition them into the ongoing support model.

  • Manage the sales process, including facilitating and coordinating new corporate client on-boarding, relationship related documentation and Welcome Call implementations.

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

  • Series 7 and 63 licenses

  • Five years of proactive sales experience in the 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

What you’ll get:

  • Comprehensive Compensation and Benefits package.

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.

  • Not just a job, but a career, with an opportunity to do the best work of your life.

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 63, FINRA Series 7

Relevant Work Experience: Financial Services-6+ yrs, Business Development and Sales-6+ yrs

Position Located In: TX - Plano, TX - Dallas

Education: BA/BS

Job Type: Full Time

Category:Sales/Business Development

Activation Date: Wednesday, April 12, 2017

Expiration Date: Saturday, June 17, 2017

Apply Here