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Regional Bond Specialist

4 months ago

Orlando, Florida, United States Charles Schwab & Co, Inc Full time
Your opportunity

Income and Wealth Solutions addresses complex wealth management needs of clients through our Wealth Strategies, Fixed Income and Annuity teams.

Fixed Income Specialists, within Income and Wealth Solutions, build relationships with clients and key partners, focusing their efforts on education, advice, and sales. Typical client needs in the fixed income markets can range from basic information and trade execution to highly complex portfolio analysis with high-net-worth clients and organizations. The Fixed Income Specialists identifies and understands client goals and objectives and recommends appropriate investment vehicles to meet the client's income needs, including portfolio and asset allocation. Specialists work closely with field partners to develop and assist with sales strategy, call campaigns and workshop delivery. The Fixed Income Specialist utilizes multiple sources to uncover and convert sales opportunities. There is typically 25% travel in this role, although frequency may vary depending on market conditions and strategic priorities. In addition, specialists will answer general account inquiries while maintaining a deep understanding of advised products offered by the company.

What you are good at

This position is a relationship-based sales role in which the employee will be responsible for production targets. This role requires a high level of engagement with clients, peers and partners. The employee should have deep understanding of fixed income markets, income strategies and general portfolio analysis. This should include but is not limited to treasuries, municipal and corporate bonds, separately managed accounts, fixed income mutual funds and ETFs.

What you have
  • A valid and active FINRA Series 7 license required
  • A valid and active FINRA Series 66 or 63/65 license required
  • 3+ years of sales experience in financial services
  • Ability to build relationships, collaborate with partners and consistently produce results
  • Strong organizational & time management skills
  • In depth knowledge of Fixed Income Products
  • Ability to effectively use Microsoft Office, FactSet and Bloomberg
  • Bachelor's degree or equivalent professional experience

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 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 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