Advisor Services New Advisor Experience Professional

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Job ID:
Job Category:
Customer Service/Client Service
Relevant Work Experience:
Financial Services-6+ yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Financial Services-2-5 yrs
Current Licenses / Certifications:
FINRA Series 63, FINRA Series 10, FINRA Series 7, FINRA Series 9
Position Located In:
AZ - Phoenix, FL - Orlando
Job Type:
Full Time

Orlando - FL, ORL2, 1958 Summit Park Dr, 32810
Brett Jeffery Henninger

Our Opportunity:


In Advisor Services we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive.  We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals.  We are the premier custodian in the RIA industry and we want to ensure new firms joining Advisor Services receive the dedicated attention they need to be successful.


Our New Client Experience Specialists provide tools to help our Advisors meet the needs of their clients and grow on our platform .  We put the growth and education of these advisors at the center of everything we do.  New Advisor Experience
Specialist  have a deep expertise and understanding of the industry and this segment, which allows them to provide our clients with the tools and resources to be successful.


What you’ll do:


  • Be the dedicated point of contact for advisors for day to day servicing as advisors transitioning to service offer
  • Work with leadership to provide additional enhancements, training materials, and resources to help our Advisors become more self-sufficient
  • Maintain a strong band of communication between internal business partners, including sales and leadership
  • Demonstrate superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption and provide scale to the segment
  • Facilitate advisor education and training that improves their ability to navigate Schwab systems and processes, reduces rework and improves overall efficiency
  • Collaborate with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business and set the strategic direction of the segment
  • Be held accountable to achieving advisor training milestones, advisor tech adoption goals and first year client satisfaction 


What you have:


  • Excellent relationship management skills including collaborating, influencing and facilitation.  Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet
  • Attributes of an entrepreneurial self-starter and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiative
  • Willingness to pivot and constantly shift focus based on needs of new client pipelines  and segment
  • Ability to support positive relationships between the client and Schwab through fostering successful internal partnerships
  • Superior communication, presentation, interpersonal and listening skills
  • Passion for ideation, professionalism, positivity and strong work ethic with a high level of integrity and teamwork.
  • In-depth knowledge of Advisor Services products, services, marketing resources, sales materials as well as demonstrated brokerage industry knowledge
  • Initiative to create change through process improvements, training and streamlining functions
  • Strong analytical and organizational skills.  Demonstrated ability to prioritize business needs and manage time effectively
  • Advanced technical skills with team-orientation and the ability to act as a resource for development of the team’s effectiveness.  Advanced knowledge of Microsoft Outlook, Word, Excel, PowerPoint, and SalesForce
  • Skill and experience in delivering professional presentations to both large and small groups
  • Flexibility to travel for client events on a limited basis
  • FINRA Series 7, 63, 9/10 (8) licenses
  • Minimum of 3 years in Advisor Services preferred



Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 63, FINRA Series 10, FINRA Series 7, FINRA Series 9
Relevant Work Experience: Financial Services-6+ yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Financial Services-2-5 yrs
Position Located In: AZ - Phoenix, FL - Orlando
Education: BA/BS
Job Type: Full Time

Category:Customer Service/Client Service
Activation Date: Monday, February 5, 2018
Expiration Date: Thursday, March 1, 2018
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

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.

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.