Senior Specialist, Fixed Income Service
About The Position
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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). As a Senior Specialist in Fixed Income Service, you will support clients in making informed investment decisions by providing guidance, education, and solutions across fixed income products. In this role, you will handle inbound client calls, provide consultative support for clients aligned to their goals, and execute a combination of solicited and unsolicited fixed income trades for clients. You provide expertise on fixed income investments including U.S. Treasuries, certificates of deposits, municipal bonds, corporate bonds, government agency bonds, and preferred securities. This position is ideal for someone who thrives in a fast-paced, client-focused environment, and brings a strong growth mindset motivated by continuous learning and professional development.
Requirements
- Consultative Communication: Ability to explain complex financial concepts clearly and build trust with clients
- Problem Solving: Proven ability to resolve challenging client situations and de-escalate when necessary, using empathy, active listening, and professionalism
- Critical Thinking: Ability to evaluate client needs, assess risk, and identify appropriate solutions
- Coachability: Demonstrates openness to feedback, learning agility, and a commitment to continuous improvement
- Active FINRA Series 7 license
- Active FINRA Series 63 or 66 license
- Experience interacting with clients in a proactive, consultative service environment
- Strong time management, attention to detail, and risk awareness when executing trades
Nice To Haves
- Bachelor’s Degree or equivalent professional experience
- Experience with fixed income products (Treasuries, Municipals, Corporates, CDs, ETFs, etc.)
- Ability to conduct portfolio-related or investment planning conversations
- Experience working in a collaborative, team-based environment
Responsibilities
- Support clients in making informed investment decisions by providing guidance, education, and solutions across fixed income products.
- Handle inbound client calls.
- Provide consultative support for clients aligned to their goals.
- Execute a combination of solicited and unsolicited fixed income trades for clients.
- Provide expertise on fixed income investments including U.S. Treasuries, certificates of deposits, municipal bonds, corporate bonds, government agency bonds, and preferred securities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
