Fixed Income is a strategic priority for Schwab and Advisor Services – the Advisor Bond Specialist role provides an exciting opportunity to be a driver in continuing the growth, innovation and partnerships of this effort. With over $145 billion in Fixed Income assets, an industry leading product platform and a large team of sales & service professionals, this team plays a meaningful role in driving asset growth for both our Advisor and Retail channels. The Advisor Services Fixed Income team supports independent Registered Investment Advisor firms that custody and trade their client assets at Schwab. We partner with Fixed Income trading, Advisor Services Sales, and the Advisor Custody & Trading organization to foster advisors’ needs, growth, and success.
As an Advisor Bond Specialist you will be responsible for developing and deepening advisor relationships within a specified region. Our specialists work with our advisors providing guidance across their bond portfolios and fixed income needs with a focus on growing and deepening relationships. Typical advisor interactions range from portfolio analysis and discussions to general bond information and trade execution. In addition, you will have the opportunity to partner with the sales organization to promote our offering with current advisors and prospects. These objectives are accomplished by;
Representing the Schwab brand and promoting our fixed income offeringPerforming closely within and across a team of Advisor Bond SpecialistsProviding proactive solutions which meet our advisors needsCollaborating with business partners to resolve fixed income related issuesPartnering closely with Relationship Managers and Business Development Officers in our Regional Field offices to promote our fixed Income offeringAbiding by all industry, corporate and fixed income policies and procedures; mitigating risk to the firm, our advisors and their clients What you have Bachelor’s degree or equivalent experienceActive and valid FINRA Series 7 & 63 required5+ years of financial services experience, with exposure to fixed incomeStrong interpersonal and relationship skills. Ability to establish rapport with Advisors, business partners and peersStrong organizational and time management skillsKnowledge of fixed income products (Treasuries, CD’s, GSE’s, MBS’s, Municipals, Corporates, Preferred Securities, Bond Funds, etc.), yield curve analysis, convexity and duration, bond swaps, laddering techniques, and generalportfolio analysisBloomberg experience a plusMinimal travel Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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