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Relationship Manager, Advisor Services- Centralized Relationship Management

Charles Schwab
Westlake, Texas
USD $70,000 - $85,000 / Year
Closing date
Apr 19, 2024

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Not necessary

Job Details

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a salesperson 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, dedicated people to our advisor clients to help them profitably grow, challenge and succeed in their business efforts. 

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications:

  • Bachelor's degree required  
  • Must have 5 years of financial services industry and RIA relationship management experience. 
  • Active and valid FINRA Series 7 license required 
  • Active and valid FINRA Series 63 license required 
  • Our ideal candidate will be an ambitious self-starter; and have a shown ability to deliver excellent client service with the ability to anticipate and resolve problems under their own initiative.  
  • We are looking for someone with superior communication, presentation, interpersonal and listening skills.  
  • In-depth knowledge of Advisor Services products and services preferred or demonstrated transferable brokerage industry knowledge and/or the ability to learn the products and services with a limited learning curve.  
  • Shown proficiency with the AS Sales Operating system or transferable experience a plus.  
  • Ability to negotiate, cold call, trouble shoot, relate to people of all levels, and can think quick on your feet
  • Knowledge of all aspects of the RIA industry including technology, operations, practice management, compliance, competition, and fee 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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


Financial services can be complicated. Charles Schwab is trying to fix that. They have a history of challenging the status quo and innovating in ways that help individuals create a better tomorrow. Their purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.

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