Fixed Income Specialist
4 weeks ago
Role Overview
The Advisor Bond Specialist role at Charles Schwab is a strategic position that plays a meaningful role in driving asset growth for both our Advisor and Retail channels. With over $145 billion in Fixed Income assets, an industry leading product platform, and a large team of sales & service professionals, this team supports independent Registered Investment Advisor firms that custody and trade their client assets at Schwab.
Key Responsibilities
- Develop and deepen advisor relationships within a specified region.
- Provide guidance across bond portfolios and fixed income needs with a focus on growing and deepening relationships.
- Partner with the sales organization to promote our offering with current advisors and prospects.
Requirements
- Bachelor's degree or equivalent experience.
- Active and valid FINRA Series 7 & 63 required.
- 5+ years of financial services experience, with exposure to fixed income.
- Strong interpersonal and relationship skills.
- Strong organizational and time management skills.
- Knowledge of fixed income products, yield curve analysis, convexity and duration, bond swaps, laddering techniques, and general portfolio analysis.
What We Offer
- A competitive benefits package that takes care of the whole you – both today and in the future.
- 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.
About Us
At Charles 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.
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