Your Opportunity
Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. In Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do. We have built our business on serving the needs of RIAs and advancing an industry that helps them and their clients thrive. We understand their needs and work side by side providing the support they need to help them manage their firm and meet their goals.
As part of our continued focus on Wealth Management, Schwab Advisor Services has established a dedicated Wealth Services Activation team, a highly visible, strategic initiative across senior and executive leadership. This team plays a critical role in helping advisors understand, adopt, and fully leverage Schwab’s wealth management capabilities so they can better serve clients and differentiate their practices in a competitive marketplace.
As a Wealth Services Activation professional, you’ll bring your passion for advisor advocacy, relationship building, and wealth management expertise to a role that blends consultative partnership with strategic growth. You’ll work closely with advisors and internal partners to demonstrate how Schwab is more than a custodian—helping Schwab “feel small” by delivering personalized, high-impact experiences. When you join us, you’ll be supported by leaders who invest in your development and empower you to own your tomorrow while helping advisors deliver meaningful outcomes for their clients.
Key Outcomes & Responsibilities
- Champion Schwab’s Wealth Services offering by serving as a trusted, consultative partner to Advisor Services Relationship Managers and to RIAs—clearly articulating Schwab’s differentiated value and reinforcing Schwab’s role as a strategic wealth management partner, not just a custodian.
- Deliver discovery‑led, advisor‑centric engagement by combining strong listening and consultative skills with review of firm‑level data and trends to develop informed perspectives, uncover advisor and client needs, and guide adoption of Schwab’s wealth services, benefits, and solutions.
- Leverage Schwab’s wealth management capabilities—including investment management, lending, and trading—to support advisor growth, strengthen client relationships, and drive meaningful business outcomes.
- Act as a proactive advocate for advisors, navigating complexity, identifying opportunities to deliver value, and ensuring advisors feel supported, understood, and confident in serving their clients.
- Contribute to the strategic growth of the Wealth Services platform by expanding relationships, identifying new opportunities, and continually promoting Schwab’s wealth management platform within the RIA community.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
- Westlake: 3000 Schwab Way, Westlake, TX 76262
- Orlando: 1958 Summit Park Dr, Orlando FL 32810
What you have
Required Qualifications:
- Bachelor’s degreeorequivalent work experience,demonstratingthe skills and capabilities needed to succeed in a consultative, advisor-facing role.
- Active and valid FINRA Series 7 and 63 licenses.
- 7+ years of financial services experience, with a strong understanding of the wealth management ecosystem.
- Strong relationship-building and communication skills, with the ability to quicklyestablishtrust and credibility with advisors and internal partners.
- Proven ability to uncover and address complex client needs through consultative conversations, applying sound judgment and wealth management knowledge to advisor engagement.
- Ability to review and interpret firmlevel data and trends toidentifypotential needs, gaps, or opportunities within a client’s business, and apply those insights to informed discovery and solution discussions aligned to a firm’sobjectivesand operating model.
- Demonstrated success driving outcomes such as advisor satisfaction, asset growth, and adoption of wealth management solutions through disciplined execution and partnership.
- An energetic, solution-oriented mindset, with a passion foradvocating foradvisors and helping them grow their practices.
Preferred Qualifications:
- Direct experience working with RIA clients.
- In-depth knowledge of Schwab Advisor Services products (in particular: investment management, lending, and trading), services, complex subject matters, policies, and procedures as well asdemonstratedbrokerage industry knowledge.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
