At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
As a Fixed Income Service Specialist, you would operate in a dual capacity to support our Regional Bond Specialists and act as ambassadors of Fixed Income at Schwab to educate, guide, and assist clients. A career in Fixed Income begins with a solid client focused mentality and a strong desire to help clients meet their financial goals. Providing our clients with exceptional experiences is the priority at Schwab and in the Fixed Income Department. The professional should have a fundamental understanding of general income strategies, working towards developing a deep and expert understanding. Schwab provides extensive training and internal support that affords employees the opportunity to be successful in all aspects of their career.
Educate clients - Engage clients in discussions focused on educating and providing guidance as it relates to their fixed income, and service needs.Engage clients – Deliver a great client service when answering inbound phone calls.Be a client advocate - Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future.Uncover solutions-based options for clients - Client needs can range from basic trade execution to more complex research and portfolio reviews. Execute transactions and provide guidance based on client’s objectives, time horizon, and risk tolerance.Be consultative – As appropriate, recommend solutions to clients that align to their goals. We also partner with the client’s wealth planning team for identified business development opportunities.Build strong client and internal relationships - Collaborate in a team-based environment with a diverse group of professionals focused on meeting the needs of the clients and Charles Schwab & Co. What you haveTo ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications
Active and valid series 7 & 63 (or 66) securities licenses requiredAptitude and willingness for learning Fixed Income products (Treasuries, CDs, Municipals, Corporates, Preferred Securities, Bond Funds, Bond ETFs, Professionally Managed Portfolios, and Bond Ladders etc.)Demonstrated experience interacting with clients in a proactive and consultative mannerA desire and ability to learn portfolio analysis to conduct Fixed Income planning conversations with clients as neededA collaborative and relationship-focused work style with demonstrated success in a team environmentEffective time management & communication skills, positive attitude, enthusiasm, professionalism, and a strong work ethic with a high level of integrityExcellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy, while adhering to policies, procedures, and guidelinesAn ownership mentality with a desire to continually grow and learnAbility to adapt and implement changes as market and business conditions evolve
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
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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