Unique Value Proposition Worksheet

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Creating your listing on the Schwab Career Opportunity Service takes only about 10 minutes when you
have the required information. Use this worksheet to gather the data in advance.
Career Listing Details (*Denotes a required field)
(2000 Character Limit):
Firm Overview*
Select One
Assets Under Management*
$0 - $10,000,000
$10,000,001 - $25,000,000
$25,000,001 - $50,000,000
$50,000,001 - $100,000,000
$100,000,001 - $500,000,000
$500,000,001 - $1,000,000,000
$1,000,000,001+
Select One
Position*
Administrative Assistant
Bookkeeper
Business Development Specialist
Chief Compliance Officer
Chief Executive Officer
Chief Financial Officer
Chief Investment Officer
Chief Operating Officer
Client Service Administrator
Director of Advisors
Director of HR
Director of Marketing
Director of Research
Director of Sales
Estate Specialist
Executive Assistant
Financial Planning Intern
Financial Planning Specialist
General Intern
Insurance Specialist
Internal Accountant
Investment Intern
Investment Manager
IT Support
State*
(Select One)
City*
(Select One)
Lead Advisor (L1)
Manager of Client Services
Network Administrator
Office Administrator
Office Manager
Operations Manager
Paraplanner
Portfolio Administrator
Portfolio Manager
President
Receptionist
Research Analyst
Retirement Specialist
Sales and Marketing Assistant
Service Advisor (L2)
Sr. Investment Manager
Sr. Portfolio Administrator
Sr. Portfolio Manager
Sr. Research Analyst
Support Advisor (L3)
Tax Preparer
Tax Specialist
Trader
Other
Select One
(New!) Hours*
Position Description*
Full-Time
Part-Time
(Field will auto-populate based on Position selected. You can customize as necessary.)
1
(2000 Character Limit):
Qualifications*
Select One
Book of Business Required*
$1 - $10,000,000
$10,000,001 - $25,000,000
$25,000,001 - $50,000,000
$50,000,001 - $100,000,000
$100,000,001 - $500,000,000
$500,000,001+
None
Select All That Apply
Licenses Required*
Series 3
Series 4
Series 6
Series 7
Series 9
Series 10
Series 11
Series 14
Series 23
Series 24
Series 26
Series 27
Series 30
Series 31
Series 51
Series 53
Series 55
Series 62
Series 63
Series 65
Series 66
Series 87
Insurance
Other
None
Select All That Apply
Certifications Required*
AAMS
AWMA
CFA
CFP
CMFC
CPA
CRPC
CRPS
CTFA
MPA
PFS
Other
None
Select All That Apply
Compensation Range*
Negotiable
$25,000 - $35,000
$35,001 - $45,000
$45,001 - $55,000
$55,001 - $65,000
$65,001 - $75,000
$75,001 - $85,000
$85,001 - $99,999
$100,000 - $125,000
$125,001 - $150,000
$150,001+
Hiring Manager
Additional Information
(1000 Character Limit):
For institutional use only. ©2011 Charles Schwab & Co., Inc. ("Schwab"). Member SIPC. All Rights Reserved. Schwab Advisor Services™
(formerly Schwab Institutional®) serves independent investment advisors and includes the custody, trading and support services of Schwab.
Independent investment advisors are not owned by, affiliated with or supervised by Schwab. IAN MKT62405 (0611-3471)
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