Your Opportunity
Advisor Transition Services provides superior transition support to investment advisors who have chosen to custody their client business with Charles Schwab & Co.
Schwab Advisor Services is an industry leader in the independent investment advisor space and is characterized by the following; a passion for service & team; Excellence Commitment to client satisfaction; Creative thinking for problem resolution; Strong desire to succeed and to help others succeed; Initiative & positive can-do attitude.
What you have
Minimum of 5 years’ experience in advisor services transition support role
Excellent external and internal client communication and strong business writing skills (Required)
Implement, follow-up and proactively communicate status of work performed to internal and external business partners.
(Required)
Identify potential risk situations for each transition deal.
Must be able to handle own workflow with limited supervision.
Support positive relationships between the client and Schwab through successful internal partnerships (Required).
Previous experience with conversions or leading advisors through transitions
Strong knowledge of Schwab products, industry regulations, and Advisor Services procedures/practices.
Experience in delivering professional presentations to both large and small groups (Required).
Must be proficient in MS Word.
Excel, and AS operational/technical functions (Required).
Must be flexible and have ability to travel up to 30% (Required)
Series 7/63 (Required)
Series 9/10 (Preferred)
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success.
Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
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