CORE Business Development Officer, Advisor ServicesCharles Schwab & Co., Inc - Phoenix, AZ
CORE Business Development Officer, Advisor Services
Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215
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 http://www.aboutschwab.com/about/leadership/charles_schwab 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.
Schwab Advisor Services at http://advisorservices.schwab.com/public/advisor/why_schwab , 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 10mm – 100mm 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 situations with clients as well as negotiate long-term pricing in exchange for increased assets
Effectively coordinate with Relationship Management, Service, and Marketing representatives 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
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 http://www.aboutschwab.com/careers/life
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. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.
English - spoken
Current Licenses / Certifications:
FINRA Series 66, FINRA Series 63, FINRA Series 7
Relevant Work Experience:
Financial Services-6 yrs, Business Development and Sales-2-5 yrs
Position Located In:
AZ - Phoenix
Activation Date: Friday, November 3, 2017
Expiration Date: Saturday, December 2, 2017
Charles Schwab Jobs
16 days 17 hours ago
applyCORE Business Development Officer, Advisor Services Charles Schwab & Co., Inc - Phoenix, AZ, United States
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) 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.
Jobs You Might Also Like
- CORE Business Development Officer, Advisor Services - Milita...
- Investment Sale/Capital Markets Specialist
- (PubSec) Account Technology Strategist - EDU
- Controller( Group Accounting Manager) (Tempe AZ.)
View More Jobs in Phoenix, AZ:
- View More Jobs in Phoenix, AZ
- More CORE Business Development Officer Advisor Services Jobs in Phoenix, AZ
- More Charles Schwab & Co., Inc Jobs in Phoenix, AZ
View More Jobs in Arizona:
- View More Jobs in Arizona
- More CORE Business Development Officer Advisor Services Jobs in Arizona
- More Charles Schwab & Co., Inc Jobs in Arizona