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) 2