Trader Acquisition Consultant
Your Opportunity
The primary objective of Trader Acquisition is to create a mutually beneficial partnership with our enterprise partners. Trader Acquisition assists in qualifying and closing Schwab Trading Services client and prospect business development opportunities. In addition, the team will act as a primary resource for the thinkorswim® suite of trading platforms and participate in advertising and marketing campaigns specific to trading at Schwab. Trader Acquisition is responsible for growing and retaining Active Trader market share at Schwab by providing client focused solutions and education that deepens client relationships.
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work onsite in specified location.
What you have
- At least 5 years of financial services industry experience
- At least 3 years prior selling experience in financial services/products area
- Must have an active and valid FINRA Series 7 license
- Must have an active and valid FINRA Series 63 license
- A Series 3 license (Futures) is required but may be offered as a 180-day Condition of Employment
- Strong sales aptitude with proven productivity track record and history of success
- Must have demonstrated success in proactive outbound calling sales environment with ability to adapt to changing business needs
- Self-motivated with good organizational and time management skills
- Competitive and results-oriented
- Ability to negotiate effectively with high value clients
- Good knowledge of the thinkorswim® suite of products along with technical analysis, advanced trading strategies, and the equity/options/futures markets
- Knowledge of the active trading/options competitive landscape and a good understanding of the needs of active traders
- Proficiency in coordinating with internal and branch business partners to drive results
- Ability to identify and manage risk in the account opening process
- Ability to travel occasionally to support active trader client events
- Excellent verbal and written communication skills
- Intermediate level proficiency with MS Word, Excel, and PowerPoint
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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