Logo
job logo

Strategic Advisor Sales Lead – Financial Services

Charles Schwab Corporation, Westlake, TX, United States


A leading financial services firm is seeking a consultative salesperson in Westlake, TX. The role involves engaging independent advisors, managing complex sales cycles, and guiding onboarding processes. The ideal candidate holds a Bachelor’s degree and relevant FINRA licenses, with at least three years of proactive sales experience in the financial sector. Strong interpersonal skills and comfort with cold calling are essential. This is a phone-based role, emphasizing in-office collaboration without travel requirements. #J-18808-Ljbffr