Associate Regional Bond Specialist

Charles Schwab Inc. • Lockhart, FL

1d • $36 - $48 • Onsite

About The Position

As an Associate Regional Bond Specialist, you’ll support a team of Fixed Income specialists serving High Net Worth and Ultra High Net Worth clients by helping uncover growth opportunities, develop investment strategies, and deliver exceptional client experiences. You'll partner closely with branch teams, support client prospecting efforts, and contribute to Fixed Income events and business development initiatives. Using your Fixed Income expertise, you'll help build and execute bond strategies, including ladders and barbells, while supporting client analysis and portfolio discussions. Through formal training and hands-on experience, you'll deepen your knowledge of Fixed Income strategy construction, client prospecting, portfolio analysis, event planning, and business development. At Schwab, we value continuous learning, growth mindset, skill-building, and career development, providing opportunities to strengthen your expertise while making a meaningful impact.

Requirements

• Knowledge of Fixed Income securities, including U.S. Treasuries, CDs, Government Agencies, Municipal Bonds, and Corporate Bonds used to recommend and execute client-focused investment strategies.
• Demonstrated ability to identify and pursue client growth opportunities to support regional asset growth and client engagement.
• Knowledge of Salesforce for client prospecting, pipeline management, and documenting client interactions.
• Ability to communicate complex Fixed Income concepts and recommendations to clients and business partners to support informed investment decisions.
• Ability to build productive partnerships across specialists, branch teams, and clients to ensure seamless client support and execution.
• Active FINRA Series 7, 63, and 66 licenses

Nice To Haves

• Bachelor’s degree
• Experience in educating and recommending advice in managed account strategies

Responsibilities

• Support a team of Fixed Income specialists serving High Net Worth and Ultra High Net Worth clients.
• Uncover growth opportunities, develop investment strategies, and deliver exceptional client experiences.
• Partner closely with branch teams.
• Support client prospecting efforts.
• Contribute to Fixed Income events and business development initiatives.
• Build and execute bond strategies, including ladders and barbells.
• Support client analysis and portfolio discussions.
• Deepen knowledge of Fixed Income strategy construction, client prospecting, portfolio analysis, event planning, and business development.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level