Senior Specialist, Fixed Income Service Position Available In Orange, Florida

Tallo's Job Summary: As a Senior Specialist in Fixed Income Service at Schwab, you'll support Regional Bond Specialists, educate clients on fixed income products, and provide exceptional service. This role requires active series 7 & 63 (or 66) licenses, client interaction experience, and a desire to learn. Schwab offers extensive training, competitive salary, and bonus opportunities.

Company:
Charles Schwab
Salary:
$70000
JobFull-timeOnsite

Job Description

  • Pay range:
  • USD $60,000.00
  • $80,000.00 / Year
  • Your opportunity
  • 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 Senior 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 have
  • To 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 required
  • Aptitude 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 manner
  • A desire and ability to learn portfolio analysis to conduct Fixed Income planning conversations with clients as needed
  • A collaborative and relationship-focused work style with demonstrated success in a team environment
  • Effective time management & communication skills, positive attitude, enthusiasm, professionalism, and a strong work ethic with a high level of integrity
  • Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy, while adhering to policies, procedures, and guidelines
  • An ownership mentality with a desire to continually grow and learn
  • Ability 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
  • What’s in it for you
  • At Schwab, we’re committed to empowering our employees’ personal and professional success.

Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our [Hybrid Work and Flexibility](/hybrid-work) approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive [benefits package](/summary-of-benefits) that takes care of the whole you

  • both today and in the future:
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

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