Sr Specialist, Trader Acquisition
Your Opportunity
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
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