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

• 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